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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
826
Exencial Wealth Advisors
Oklahoma
$595K -$10.6K -347 -2%
LNWWM
827
Laird Norton Wetherby Wealth Management
California
$591K +$19.7K +641 +4%
LSA
828
Lion Street Advisors
Texas
$586K +$35.3K +1,150 +8%
IAM
829
Impact Asset Management
$586K +$483K +15,744 New
SG
830
StoneX Group
New York
$585K -$99.3K -3,236 -17%
LS
831
Livforsakringsbolaget Skandia
Sweden
$577K +$357K +11,629 +299%
AWM
832
Avondale Wealth Management
Texas
$577K – – –
CPA
833
Cardiff Park Advisors
California
$572K +$73.7K +2,400 +19%
FFS
834
Founders Financial Securities
Maryland
$565K -$27.8K -907 -6%
AP
835
Adero Partners
California
$560K +$14.3K +467 +3%
TSS
836
Two Sigma Securities
New York
$560K -$1.76M -57,352 -79%
EIP
837
Easterly Investment Partners
Massachusetts
$558K – – –
FHA
838
First Horizon Advisors
Tennessee
$557K -$8.07K -263 -2%
MAC
839
Mason & Associates (California)
California
$555K +$154K +5,005 +50%
LA
840
LVW Advisors
New York
$555K +$27.5K +896 +6%
PFGIA
841
Patriot Financial Group Insurance Agency
Massachusetts
$553K -$16.6K -540 -4%
NW
842
NewEdge Wealth
Pennsylvania
$551K +$37K +1,206 +9%
IFWM
843
Institute for Wealth Management
Colorado
$548K +$10.7K +349 +2%
GLA
844
Good Life Advisors
Pennsylvania
$546K +$30.6K +997 +7%
WIM
845
WealthPlan Investment Management
Nebraska
$543K +$448K +14,601 New
BHPW
846
Beverly Hills Private Wealth
California
$543K – – –
SAM
847
Shikiar Asset Management
New York
$539K +$123K +4,000 +38%
PA
848
Probity Advisors
Texas
$539K -$31.4K -1,024 -7%
SBIA
849
Sheaff Brock Investment Advisors
Indiana
$539K – – –
GFA
850
Gallagher Fiduciary Advisors
Illinois
$537K +$7.67K +250 +2%
32 33
34
35 36