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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
IFPG
751
Intrepid Financial Planning Group
Indiana
$6.37M +$155K +855 +2%
JIP
752
Jaffetilchin Investment Partners
Florida
$6.34M -$746K -4,122 -10%
BCM
753
Bannerstone Capital Management
Minnesota
$6.33M +$6.45M +35,608 New
FFN
754
Focus Financial Network
Minnesota
$6.3M +$759K +4,194 +13%
G
755
GenTrust
Florida
$6.27M -$2.2M -12,173 -26%
GT
756
Greenleaf Trust
Michigan
$6.27M -$423K -2,334 -6%
MSFS
757
Main Street Financial Solutions
Pennsylvania
$6.24M -$3.96M -21,864 -38%
BCV
758
Banque Cantonale Vaudoise
Switzerland
$6.23M +$2.81M +15,505 +79%
BIG
759
Brooklyn Investment Group
New York
$6.22M +$3.06M +16,897 +100%
HIIFS
760
Harel Insurance Investments & Financial Services
Israel
$6.21M +$1.16M +6,432 +23%
TS
761
Triglav Skladi
Slovenia
$6.21M -$19.6M -108,184 -76%
IAN
762
Integrated Advisors Network
Texas
$6.18M -$478K -2,643 -7%
LWMM
763
Legacy Wealth Management (Mississippi)
Mississippi
$6.15M +$76K +420 +1%
TG
764
TCW Group
California
$6.1M +$6.21M +34,327 New
RFMS
765
RWQ Financial Management Services
Florida
$6.03M +$6.14M +33,925 New
ISS
766
Intesa Sanpaolo SpA.
Italy
$6.02M +$6.02M +33,280 New
EC
767
Estate Counselors
Wisconsin
$5.97M – – –
AWA
768
Aaron Wealth Advisors
Illinois
$5.97M +$1.13M +6,251 +23%
RFWA
769
RPg Family Wealth Advisory
Massachusetts
$5.94M -$1.6M -8,861 -21%
EWM
770
Evercore Wealth Management
New York
$5.93M – – –
FTUS
771
Flow Traders U.S.
New York
$5.86M +$5.97M +32,968 New
7WCP
772
71 West Capital Partners
Massachusetts
$5.86M +$5.97M +32,963 New
HCA
773
Harbour Capital Advisors
Virginia
$5.86M -$345K -1,908 -5%
HIMS
774
Hager Investment Management Services
New Hampshire
$5.84M -$639K -3,527 -10%
BAMG
775
Brand Asset Management Group
Missouri
$5.83M +$293K +1,620 +5%
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