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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
NP
726
NorthRock Partners
Minnesota
$417K +$17K +753 +5%
BCM
727
Becker Capital Management
Oregon
$417K – – –
CAG
728
Csenge Advisory Group
Florida
$417K +$86.2K +3,826 +30%
CPC
729
Congress Park Capital
New York
$414K – – –
EWA
730
Exencial Wealth Advisors
Oklahoma
$414K +$7.52K +334 +2%
PCM
731
Prelude Capital Management
New York
$411K -$527K -23,411 -59%
FFS
732
Founders Financial Securities
Maryland
$408K +$7.03K +312 +2%
EFG
733
Everhart Financial Group
Ohio
$407K +$20.5K +912 +6%
OFS
734
OneAscent Financial Services
Alabama
$407K +$131K +5,835 +57%
MSAM
735
Moloney Securities Asset Management
Missouri
$406K +$361K +16,019 New
PIMG
736
Patriot Investment Management Group
Tennessee
$406K – – –
CHAM
737
Clear Harbor Asset Management
Connecticut
$401K +$106K +4,699 +42%
KP
738
Keel Point
Alabama
$399K +$296K +13,127 New
PCA
739
Private Capital Advisors
Connecticut
$396K +$352K +15,650 New
PTP
740
Platform Technology Partners
New York
$395K +$351K +15,600 New
ACI
741
Alpha Cubed Investments
California
$394K +$152K +6,755 +77%
PA
742
Probity Advisors
Texas
$393K +$23.4K +1,041 +7%
AWM
743
Avondale Wealth Management
Texas
$393K -$33.8K -1,500 -9%
FRA
744
Frank Rimerman Advisors
California
$391K +$172K +7,619 +97%
FNT
745
First National Trust
Pennsylvania
$391K – – –
PFGIA
746
Patriot Financial Group Insurance Agency
Massachusetts
$390K +$112K +4,966 +48%
CWM
747
Chemistry Wealth Management
New York
$388K -$31.1K -1,380 -8%
H
748
HoyleCohen
California
$386K +$146K +6,485 +74%
LNWWM
749
Laird Norton Wetherby Wealth Management
California
$386K +$14.9K +662 +5%
FHA
750
First Horizon Advisors
Tennessee
$386K +$8.53K +379 +3%
28 29
30
31 32