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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
651
Circle Wealth Management
New Jersey
$6.32M +$220K +1,612 +3%
BP
652
Broadleaf Partners
Ohio
$6.31M -$767K -5,624 -9%
BFF
653
Byrne Financial Freedom
Massachusetts
$6.28M +$323K +2,365 +5%
VCP
654
Verus Capital Partners
Arizona
$6.24M -$6.9M -50,568 -49%
SCM
655
Saba Capital Management
New York
$6.23M +$3.1M +22,748 +74%
SPG
656
Strategic Planning Group
Utah
$6.16M +$383K +2,805 +6%
PIM
657
Plato Investment Management
Australia
$6.15M -$523K -3,834 -7%
WIA
658
World Investment Advisors
California
$6.14M -$757K -5,546 -11%
HIS
659
Harvest Investment Services
Illinois
$6.11M -$1.18M -8,670 -14%
WIM
660
WealthPlan Investment Management
Nebraska
$6.11M +$212K +1,553 +3%
MCC
661
Money Concepts Capital
Florida
$6.09M +$243K +1,780 +4%
AI
662
Atria Investments
North Carolina
$6.04M -$2.65M -19,461 -27%
MIP
663
Marietta Investment Partners
Wisconsin
$6.02M -$16.2K -119 -0.2%
MGIA
664
Moneta Group Investment Advisors
Missouri
$6M +$276K +2,020 +4%
SAM
665
Secure Asset Management
Michigan
$5.99M +$2.35M +17,229 +51%
HSA
666
HBK Sorce Advisory
Pennsylvania
$5.98M +$189K +1,389 +4%
TWM
667
Tradition Wealth Management
Minnesota
$5.98M +$16K +117 +0.2%
FCA
668
Fortis Capital Advisors
Kansas
$5.94M -$11.1K -81 -0.2%
KHCM
669
Kirtland Hills Capital Management
Ohio
$5.9M +$287K +2,104 +4%
CWM
670
Cordatus Wealth Management
Pennsylvania
$5.89M +$135K +989 +2%
OPTFSNA
671
Old Point Trust & Financial Services N A
Virginia
$5.84M -$179K -1,310 -3%
MWVC
672
Morgens Waterfall Vintiadis & Co
New York
$5.83M – – –
SW
673
Simplicity Wealth
New Jersey
$5.82M +$3.01M +22,072 +79%
KOCAA
674
Knights of Columbus Asset Advisors
Connecticut
$5.8M +$2.35M +17,217 +53%
SFG
675
SevenBridge Financial Group
Pennsylvania
$5.78M -$20.7K -152 -0.4%
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