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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
GSEP
901
Golden State Equity Partners
California
$4.25M +$415K +2,294 +11%
CIAS
902
Capital Investment Advisory Services
North Carolina
$4.24M -$69.2K -382 -2%
CAG
903
Crestwood Advisors Group
Massachusetts
$4.23M +$599K +3,307 +16%
JWBC
904
J.W. Burns & Co
New York
$4.22M +$68.4K +378 +2%
BFA
905
Brendel Financial Advisors
New Hampshire
$4.22M +$6.88K +38 +0.2%
SW
906
Simplicity Wealth
New Jersey
$4.22M +$516K +2,851 +14%
FNT
907
First National Trust
Pennsylvania
$4.21M +$300K +1,655 +8%
CRI
908
Colonial River Investments
Virginia
$4.21M -$190K -1,048 -4%
LTI
909
Laffer Tengler Investments
Tennessee
$4.21M +$829K +4,581 +24%
IC
910
Inscription Capital
Texas
$4.2M +$548K +3,027 +15%
PWCM
911
Processus Wealth & Capital Management
Tennessee
$4.2M +$169K +932 +4%
SLI
912
Sumitomo Life Insurance
Japan
$4.16M +$35.1K +194 +0.8%
AWP
913
Ascent Wealth Partners
New York
$4.15M +$24.6K +136 +0.6%
RIL
914
Rothschild Investment LLC
Illinois
$4.13M +$251K +1,385 +6%
MYLI
915
Meiji Yasuda Life Insurance
Japan
$4.13M -$56.7K -313 -1%
1C
916
111 Capital
France
$4.11M -$316K -1,747 -7%
TCBWMS
917
Texas Capital Bank Wealth Management Services
Texas
$4.1M +$3.61M +19,954 +637%
SIAP
918
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$4.1M -$243K -1,345 -6%
HIM
919
Hillsdale Investment Management
Ontario, Canada
$4.09M -$302K -1,670 -7%
PFA
920
Perryman Financial Advisory
Texas
$4.08M +$4.16M +22,975 New
PWM
921
Purus Wealth Management
California
$4.08M -$93.1K -514 -2%
TAM
922
Trust Asset Management
Texas
$4.08M -$126K -694 -3%
MIM
923
Moseley Investment Management
Florida
$4.06M -$429K -2,369 -9%
TCM
924
Traynor Capital Management
Pennsylvania
$4.06M -$182K -1,003 -4%
GSWM
925
Golden State Wealth Management
California
$4.06M +$496K +2,741 +14%
35 36
37
38 39