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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
GI
551
GLOBALT Investments
Georgia
$840K +$747K +33,169 New
OIA
552
OneDigital Investment Advisors
Kansas
$840K +$169K +7,523 +29%
CSPIA
553
Cary Street Partners Investment Advisory
Virginia
$839K -$68.2K -3,029 -8%
GCAC
554
Guardian Capital Advisors (Canada)
Ontario, Canada
$836K +$663K +29,426 New
CWA
555
Clarus Wealth Advisors
Arizona
$836K +$662K +29,399 New
HWM
556
Howard Wealth Management
Connecticut
$832K -$68 -3 -0%
LFAS
557
Level Four Advisory Services
Texas
$832K +$274K +12,170 +59%
ECM
558
Evergreen Capital Management
Washington
$831K +$2.73K +121 +0.4%
HH
559
Hilltop Holdings
Texas
$825K +$99.8K +4,430 +16%
STAS
560
Strong Tower Advisory Services
Minnesota
$823K +$47.6K +2,116 +7%
JFG
561
Jefferies Financial Group
New York
$823K +$731K +32,475 New
LCM
562
LCM Capital Management
Illinois
$814K +$1.13K +50 +0.2%
MAS
563
Meeder Advisory Services
Ohio
$810K +$271K +12,043 +60%
JC
564
Jacobs & Co
California
$804K – – –
OBWG
565
Onyx Bridge Wealth Group
New York
$802K +$85.6K +3,800 +14%
HWM
566
HB Wealth Management
Georgia
$799K +$166K +7,375 +31%
SFG
567
SevenBridge Financial Group
Pennsylvania
$794K +$672K +29,864 New
JIP
568
Jaffetilchin Investment Partners
Florida
$790K +$283K +12,576 +68%
IAN
569
Integrated Advisors Network
Texas
$790K +$22.9K +1,016 +3%
BCM
570
BluePath Capital Management
Georgia
$785K +$190K +8,424 +37%
MA
571
MCF Advisors
Kentucky
$785K – – –
NL
572
NWAM LLC
Washington
$782K -$10.4K -464 -1%
PFS
573
Prospect Financial Services
New York
$781K +$64.2K +2,850 +10%
BSW
574
Buckingham Strategic Wealth
Missouri
$779K -$22.7K -1,010 -3%
BF
575
BOK Financial
Oklahoma
$779K +$15.8K +700 +2%
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