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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CD
601
Chapin Davis
Maryland
$88K +$81.5K +10,410 New
PWM
602
Prosperity Wealth Management
California
$87.7K -$160K -20,408 -66%
RWI
603
Red Wave Investments
Pennsylvania
$87.3K – – –
CHAM
604
Clear Harbor Asset Management
Connecticut
$87K +$78.3K +10,000 +3,333%
CG
605
Colony Group
Massachusetts
$87K -$4.79K -612 -6%
MA
606
MONECO Advisors
Connecticut
$86.6K -$3.72K -475 -4%
BAM
607
Belpointe Asset Management
Nevada
$86.1K +$2.21K +283 +3%
SAM
608
SP Asset Management
California
$85.8K – – –
LFP
609
Leeward Financial Partners
Washington
$85.3K +$79K +10,089 New
PFGIA
610
Patriot Financial Group Insurance Agency
Massachusetts
$85.1K +$78.8K +10,069 New
HFS
611
Howard Financial Services
Texas
$85.1K – – –
MSWM
612
McGlone Suttner Wealth Management
Wisconsin
$84.8K – – –
1IA
613
1834 Investment Advisors
Wisconsin
$84.5K – – –
UW
614
Unique Wealth
Florida
$84.5K – – –
SSA
615
South Street Advisors
New York
$84.5K +$78.3K +10,000 New
IIC
616
Integrated Investment Consultants
Michigan
$72.5K +$1.41K +180 +2%
HCP
617
Hexagon Capital Partners
Arkansas
$72.1K +$681 +87 +1%
IGWM
618
ICA Group Wealth Management
Colorado
$70.3K +$1.6K +205 +3%
AF
619
Allworth Financial
California
$66K +$3.32K +424 +6%
HFM
620
Harvest Fund Management
China
$64K +$59.5K +7,603 New
KTC
621
Kistler-Tiffany Companies
Pennsylvania
$63.4K – – –
BCM
622
Blume Capital Management
California
$61.7K +$9.78K +1,250 +21%
GRP
623
Global Retirement Partners
California
$60.5K -$12.3K -1,572 -16%
HGERS
624
Householder Group Estate & Retirement Specialist
Arizona
$57K +$5.65K +722 +12%
AF
625
Advisornet Financial
Minnesota
$49.5K +$39 +5 +0.1%
23 24
25
26 27