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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
KFS
726
Kelly Financial Services
Massachusetts
$11.3K +$4.42K +200 +48%
GWS
727
Glassman Wealth Services
Virginia
$11K -$152K -6,874 -92%
PCG
728
Private Capital Group
Connecticut
$11K -$31.9K -1,446 -70%
ZB
729
Zions Bancorporation
Utah
$11K -$5.63K -255 -29%
TCM
730
Tradewinds Capital Management
Washington
$10K – – –
CPFP
731
Clear Perspectives Financial Planning
Ohio
$9K – – –
KC
732
Knuff & Co
California
$9K – – –
TCWA
733
Ten Capital Wealth Advisors
Washington
$9K – – –
IRC
734
Investors Research Corp
Georgia
$9K +$133 +6 +1%
TFP
735
Tilia Fiduciary Partners
North Carolina
$9K +$10.6K +478 New
FPWM
736
FSB Premier Wealth Management
Iowa
$9K +$11K +500 New
FPS
737
Fieldpoint Private Securities
Connecticut
$8K -$695K -31,472 -99%
CWC
738
Carolinas Wealth Consulting
North Carolina
$8K +$9.23K +418 New
CA
739
Centerpoint Advisors
Massachusetts
$7K -$72.9K -3,300 -90%
AWM
740
Atticus Wealth Management
Florida
$7K -$751 -34 -9%
BWL
741
Bogart Wealth LLC
Virginia
$7K – – –
SFO
742
Standard Family Office
South Dakota
$7K +$8.24K +373 New
EWM
743
Elmwood Wealth Management
California
$7K +$8.83K +400 New
JFA
744
JNBA Financial Advisors
Minnesota
$7K +$8.94K +405 New
CWAF
745
Core Wealth Advisors (Florida)
Florida
$6K -$8.17K -370 -55%
SN
746
Sittner & Nelson
Oregon
$6K – – –
TC
747
Truvestments Capital
Florida
$6K – – –
MAWCM
748
Mine & Arao Wealth Creation & Management
California
$6K +$6.78K +307 New
S
749
Surevest
California
$6K +$7.62K +345 New
PMFA
750
Plante Moran Financial Advisors
Michigan
$6K +$7.77K +352 New
28 29
30
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