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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
926
Caldwell Trust
Florida
$12.9K +$13.4K +750 New
BCPWM
927
Bradley & Co Private Wealth Management
Florida
$12.9K +$13.3K +749 New
T
928
Tidemark
California
$12.5K +$12.9K +726 New
MA
929
Montag & Associates
Georgia
$12.3K – – –
PCC
930
Park Circle Company
Maryland
$12K – – –
FCG
931
Financial Connections Group
California
$12K – – –
BHWM
932
Bay Harbor Wealth Management
Maryland
$11.8K – – –
PPC
933
Park Place Capital
Alabama
$11.4K – – –
MPWT
934
MassMutual Private Wealth & Trust
Connecticut
$11.3K +$356 +20 +3%
CAM
935
Creekmur Asset Management
Illinois
$10.7K +$11.1K +624 New
SSB
936
Sandy Spring Bank
Maryland
$10.7K -$8.91K -500 -45%
MWA
937
Miller Wealth Advisors
Colorado
$10.6K – – –
VAG
938
VisionPoint Advisory Group
Texas
$10.3K – – –
TCWA
939
Turtle Creek Wealth Advisors
Texas
$10K +$10.4K +584 New
WPA
940
West Paces Advisors
Georgia
$9.62K -$3.21K -180 -24%
NMM
941
Naples Money Management
Florida
$9.44K +$9.8K +550 New
CSB
942
City State Bank
Iowa
$9K – – –
BHWM
943
Beaird Harris Wealth Management
Texas
$8.86K – – –
GI
944
Gradient Investments
Minnesota
$8.86K +$5.52K +310 +150%
IRC
945
Investors Research Corp
Georgia
$8.69K – – –
WB
946
Webster Bank
Connecticut
$8.59K – – –
JWA
947
JFS Wealth Advisors
Pennsylvania
$7.93K +$962 +54 +13%
BC
948
Barrett & Company
Rhode Island
$7.73K – – –
GWSA
949
Global Wealth Strategies & Associates
Colorado
$7.02K – – –
ATC
950
Adirondack Trust Company
New York
$6.82K +$4.84K +272 New
36 37
38
39 40