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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
LJAC
951
L.J. Altfest & Co
New York
$373K +$308K +10,029 New
EWM
952
Elevatus Welath Management
New York
$373K +$15.3K +500 +5%
RC
953
Roundview Capital
New Jersey
$372K +$307K +10,006 New
AW
954
Apricus Wealth
South Carolina
$372K – – –
CS
955
CapitalatWork SA
$372K – – –
CCM
956
Cohen Capital Management
California
$372K – – –
SC
957
Shay Capital
New York
$372K +$307K +10,000 New
FBFS
958
First Business Financial Services
Wisconsin
$372K -$25.2K -820 -8%
MA
959
MONECO Advisors
Connecticut
$371K +$48.7K +1,586 +19%
TFS
960
Thoroughbred Financial Services
Tennessee
$370K -$45.9K -1,494 -13%
YCG
961
Yeomans Consulting Group
Georgia
$370K +$305K +9,946 New
VAM
962
Verity Asset Management
North Carolina
$370K -$129K -4,193 -30%
AIP
963
Almanack Investment Partners
Pennsylvania
$369K +$304K +9,918 New
BFA
964
Brendel Financial Advisors
New Hampshire
$368K +$368 +12 +0.1%
TW
965
TrinityPoint Wealth
Connecticut
$366K -$3.35M -109,019 -92%
PTC
966
Philadelphia Trust Company
Pennsylvania
$363K – – –
FNBT
967
FineMark National Bank & Trust
Florida
$362K +$36.8K +1,200 +14%
TPA
968
Trivium Point Advisory
Connecticut
$360K +$182K +5,937 New
EDRH
969
Edmond de Rothschild Holding
Switzerland
$358K – – –
CFGS
970
Concourse Financial Group Securities
Alabama
$358K +$66.5K +2,166 +29%
MFIM
971
Mesirow Financial Investment Management
Illinois
$356K – – –
1WA
972
180 Wealth Advisors
Washington
$354K +$31.8K +1,035 +12%
SP
973
Stablepoint Partners
Massachusetts
$354K +$52.6K +1,715 +22%
CAM
974
Claret Asset Management
Quebec, Canada
$354K +$1.35K +44 +0.5%
BMCM
975
Bryn Mawr Capital Management
Pennsylvania
$353K – – –
37 38
39
40 41