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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
IAS
726
Insigneo Advisory Services
Florida
$837K -$234K -7,631 -25%
FF
727
Friedenthal Financial
New Jersey
$836K +$690K +22,479 New
GSIS
728
Global Strategic Investment Solutions
Arizona
$834K +$18.4K +601 +3%
CCM
729
Coldstream Capital Management
Washington
$833K +$527K +17,187 New
MHS
730
M Holdings Securities
Oregon
$831K -$103K -3,352 -13%
FIM
731
Freedom Investment Management
Connecticut
$829K -$245K -7,986 -26%
SAM
732
S.A. Mason
Michigan
$822K -$15.3K -500 -2%
DAS
733
Diversify Advisory Services
Utah
$818K +$265K +8,638 +83%
FTWA
734
Fifth Third Wealth Advisors
Ohio
$816K +$421K +13,708 +167%
JC
735
Jacobs & Co
California
$809K -$307K -10,000 -31%
SFI
736
Siemens Fonds Invest
Germany
$808K +$385K +12,551 +137%
PI
737
PGGM Investments
Netherlands
$802K +$662K +21,570 New
DT
738
Diversified Trust
Tennessee
$802K +$419K +13,652 +173%
GT
739
Glenmede Trust
Pennsylvania
$802K +$308K +10,040 +87%
WI
740
WBI Investments
New Jersey
$797K +$657K +21,414 New
MFG
741
Menard Financial Group
Texas
$796K -$1.9K -62 -0.3%
OIA
742
Optimum Investment Advisors
Illinois
$796K – – –
OCM
743
Orion Capital Management
California
$796K – – –
PWP
744
Principle Wealth Partners
Connecticut
$796K +$73.4K +2,392 +13%
RPGK
745
Retirement Planning Group (Kansas)
Kansas
$793K +$55.5K +1,810 +9%
VWA
746
Visionary Wealth Advisors
Illinois
$793K +$22.5K +734 +4%
BJL
747
Brighton Jones LLC
Washington
$791K -$202K -6,567 -24%
MAM
748
Montchanin Asset Management
Delaware
$787K +$17K +555 +3%
BCG
749
BayBridge Capital Group
California
$780K -$75.3K -2,452 -10%
PWP
750
Perfromance Wealth Partners
Illinois
$777K +$249K +8,124 +64%
28 29
30
31 32