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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
551
Main Street Financial Solutions
Pennsylvania
$295K +$294K +18,439 New
WMA
552
Wealth Management Associates
New Jersey
$293K +$292K +18,315 New
ECG
553
Edge Capital Group
Georgia
$292K
AAS
554
Annex Advisory Services
Wisconsin
$292K
YCM
555
Yousif Capital Management
Michigan
$292K +$11.9K +750 +4%
DAM
556
Deepwater Asset Management
Minnesota
$292K -$351K -22,029 -55%
DADC
557
D.A. Davidson & Co
Montana
$282K +$281K +17,637 New
HGERS
558
Householder Group Estate & Retirement Specialist
Arizona
$282K +$281K +17,631 New
EWM
559
Edge Wealth Management
New York
$280K +$91.9K +5,768 +49%
TWM
560
Tradition Wealth Management
Minnesota
$278K +$4.38K +275 +2%
CAIMH
561
Central Asset Investments & Management Holdings
Hong Kong
$277K +$92.4K +5,800 +50%
CWM
562
Chemistry Wealth Management
New York
$276K -$526 -33 -0.2%
KOC
563
Koss-Olinger Consulting
Florida
$272K +$15.9K +1,000 +6%
Envestnet Portfolio Solutions
564
Envestnet Portfolio Solutions
Illinois
$271K +$269K +16,918 New
JSL
565
JT Stratford LLC
Georgia
$270K -$127K -7,945 -32%
SAM
566
S.A. Mason
Michigan
$270K +$79.6K +5,000 +42%
GSIS
567
Global Strategic Investment Solutions
Arizona
$269K +$95.6K +6,000 +56%
SIA
568
Sage Investment Advisers
New York
$267K
BCM
569
Becker Capital Management
Oregon
$263K +$6.69K +420 +3%
MAS
570
Meeder Advisory Services
Ohio
$263K -$19.9K -1,247 -7%
BFM
571
Boothbay Fund Management
New York
$262K +$25.9K +1,624 +11%
HCA
572
Harbor Capital Advisors
Illinois
$262K
AF
573
Advisornet Financial
Minnesota
$259K +$163K +10,255 +172%
OIA
574
OneDigital Investment Advisors
Kansas
$259K -$5.16K -324 -2%
NC
575
NinePointTwo Capital
California
$256K -$22.2K -1,393 -8%