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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
JAFL
801
Jay A. Fishman Ltd
Michigan
$661K +$545K +17,760 New
WSFS
802
Wilmington Savings Fund Society
Delaware
$652K +$176K +5,747 +49%
CPIG
803
Chicago Partners Investment Group
Illinois
$650K +$97.7K +3,185 +26%
SOS
804
Silver Oak Securities
Tennessee
$641K +$225K +7,343 +73%
UWS
805
Unique Wealth Strategies
Illinois
$639K -$178K -5,808 -25%
BP
806
Ballentine Partners
Massachusetts
$636K +$146K +4,756 +39%
CFA
807
Capstone Financial Advisors
Illinois
$633K +$110K +3,570 +27%
PWM
808
Prosperity Wealth Management
California
$633K -$77.2K -2,517 -13%
CAI
809
Capital Advisors Inc
Oklahoma
$632K +$71.4K +2,327 +16%
OBAM
810
ODDO BHF Asset Management
France
$631K +$520K +16,957 New
AF
811
Advisornet Financial
Minnesota
$629K +$61.2K +1,993 +13%
ACM
812
Alpha Capital Management
Texas
$627K -$308K -10,020 -37%
VWM
813
Venturi Wealth Management
Texas
$625K +$186K +6,066 +57%
LFA
814
Legacy Financial Advisors
Kentucky
$622K +$3.13K +102 +0.6%
SIA
815
Sage Investment Advisers
New York
$621K – – –
NP
816
NorthRock Partners
Minnesota
$621K +$7.52K +245 +1%
PPWP
817
Premier Path Wealth Partners
New Jersey
$615K +$48.6K +1,582 +11%
BCM
818
Becker Capital Management
Oregon
$612K – – –
GPFA
819
Game Plan Financial Advisors
Ohio
$612K +$146K +4,745 +41%
MMA
820
Miracle Mile Advisors
California
$607K +$39.8K +1,298 +9%
AWM
821
Accurate Wealth Management
Florida
$607K +$439K +14,296 New
GSEP
822
Golden State Equity Partners
California
$602K +$41.5K +1,353 +9%
FNT
823
First National Trust
Pennsylvania
$602K +$23.3K +760 +5%
FMLI
824
Fukoku Mutual Life Insurance
Japan
$596K +$98.9K +3,223 +25%
PIMG
825
Patriot Investment Management Group
Tennessee
$596K – – –
31 32
33
34 35