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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1001
Modera Wealth Management
New Jersey
$3.4M -$149K -824 -4%
CSA
1002
Cornerstone Select Advisors
Missouri
$3.4M +$98.8K +546 +3%
TW
1003
Tempo Wealth
Ohio
$3.38M +$3.44M +18,995 New
LA
1004
LVW Advisors
New York
$3.37M -$121K -667 -3%
LA
1005
LBP AM
France
$3.37M -$29M -160,055 -89%
MK
1006
MASTERINVEST Kapitalanlage
$3.37M -$3.8M -21,000 -53%
CWMGP
1007
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$3.36M +$43.8K +242 +1%
PPWP
1008
Premier Path Wealth Partners
New Jersey
$3.36M +$151K +832 +5%
MF
1009
Manchester Financial
California
$3.35M -$119K -660 -3%
STS
1010
SG Trading Solutions
Utah
$3.34M +$3.4M +18,779 New
DCM
1011
Dupont Capital Management
Delaware
$3.33M +$3.4M +18,759 New
OL
1012
Optas LLC
Texas
$3.31M +$1.2M +6,633 +55%
RH
1013
RFG Holdings
Texas
$3.31M +$153K +847 +5%
BFM
1014
Boothbay Fund Management
New York
$3.3M +$1.21M +6,662 +56%
SFG
1015
SevenBridge Financial Group
Pennsylvania
$3.3M -$55.4K -306 -2%
CCFM
1016
Clear Creek Financial Management
Washington
$3.29M -$53.8K -297 -2%
KP
1017
Keel Point
Alabama
$3.28M +$162K +897 +5%
RWB
1018
RMR Wealth Builders
New Jersey
$3.28M +$245K +1,353 +8%
WCM
1019
Weaver Capital Management
Georgia
$3.27M +$2.01M +11,085 +152%
FFS
1020
Founders Financial Securities
Maryland
$3.26M +$333K +1,839 +11%
PFA
1021
Pure Financial Advisors
California
$3.25M -$199K -1,100 -6%
GAG
1022
GM Advisory Group
New York
$3.25M +$228K +1,258 +7%
MA
1023
Mezzasalma Advisors
New Jersey
$3.25M +$1.05M +5,797 +43%
SAM
1024
Strategy Asset Managers
California
$3.24M -$2.71K -15 -0.1%
BNA
1025
BankChampaign National Association
Illinois
$3.24M +$3.3M +18,211 New
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