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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
801
Blue Rock Wealth Management
North Carolina
$1.68M +$1.29M +22,150 New
WIA
802
World Investment Advisors
California
$1.67M +$747K +12,828 +138%
SAM
803
S.A. Mason
Michigan
$1.67M – – –
NEWAS
804
N.E.W. Advisory Services
Wisconsin
$1.67M +$224K +3,843 +21%
EW
805
Enzi Wealth
Texas
$1.67M -$45K -773 -3%
NWMG
806
National Wealth Management Group
Ohio
$1.66M +$1.28M +22,010 New
SCM
807
Sandler Capital Management
New York
$1.66M +$1.28M +21,986 New
NFG
808
Nations Financial Group
Iowa
$1.66M +$174K +2,987 +16%
DAS
809
Diversify Advisory Services
Utah
$1.65M +$322K +5,533 +29%
BTWM
810
Baker Tilly Wealth Management
Wisconsin
$1.63M +$85.8K +1,473 +7%
MAM
811
Morse Asset Management
Connecticut
$1.63M -$1.66M -28,435 -57%
RPGK
812
Retirement Planning Group (Kansas)
Kansas
$1.63M +$9.79K +168 +0.8%
KFI
813
Key Financial Inc
Pennsylvania
$1.62M -$336K -5,777 -21%
IWN
814
Independent Wealth Network
Iowa
$1.62M -$298K -5,116 -19%
OCM
815
Orion Capital Management
California
$1.62M – – –
JC
816
Jacobs & Co
California
$1.62M -$23.3K -400 -2%
RWMG
817
Redwood Wealth Management Group
New Jersey
$1.61M -$487K -8,369 -28%
WC
818
Waterloo Capital
Texas
$1.6M -$79.2K -1,359 -6%
IA
819
Inspire Advisors
Idaho
$1.6M -$1.79M -30,648 -59%
MWM
820
Meridian Wealth Management
Kentucky
$1.6M -$94.1K -1,615 -7%
GSWM
821
Golden State Wealth Management
California
$1.59M +$1.22M +21,000 New
DT
822
Diversified Trust
Tennessee
$1.58M -$40.4K -694 -3%
SF
823
Synovus Financial
Georgia
$1.58M +$171K +2,932 +16%
GSEP
824
Golden State Equity Partners
California
$1.57M +$265K +4,556 +28%
OBAM
825
ODDO BHF Asset Management
France
$1.57M +$221K +3,791 +22%
31 32
33
34 35