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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1026
Personal CFO Solutions
New Jersey
$300K +$248K +8,071 New
CNFG
1027
Creegan & Nassoura Financial Group
New Hampshire
$299K – – –
VH
1028
Visionary Horizons
Tennessee
$298K – – –
HOWA
1029
Heritage Oak Wealth Advisors
Florida
$296K +$244K +7,948 New
NWWA
1030
New Wave Wealth Advisors
Arkansas
$296K +$244K +7,948 New
ZIG
1031
Zullo Investment Group
Pennsylvania
$295K -$79.8K -2,600 -25%
SIA
1032
Soltis Investment Advisors
Utah
$295K -$55.5K -1,807 -19%
WMA
1033
West Michigan Advisors
Michigan
$295K -$105K -3,435 -30%
GCA
1034
Greenwood Capital Associates
South Carolina
$294K -$4.8M -156,386 -95%
WPW
1035
Waldron Private Wealth
Pennsylvania
$294K +$242K +7,890 New
TIA
1036
Trust Investment Advisors
Indiana
$293K +$242K +7,871 New
CCM
1037
Canal Capital Management
Virginia
$292K -$13.5K -439 -5%
WKSWA
1038
White Knight Strategic Wealth Advisors
New Jersey
$292K +$241K +7,855 New
CWM
1039
CCG Wealth Management
California
$291K +$240K +7,810 New
GJIA
1040
Glass Jacobson Investment Advisors
Maryland
$290K +$172K +5,619 +259%
BIG
1041
Brooklyn Investment Group
New York
$288K +$238K +7,749 New
DI
1042
Diligent Investors
California
$288K +$238K +7,741 New
BB
1043
Bell Bank
North Dakota
$286K +$236K +7,700 New
KCM
1044
KRS Capital Management
Michigan
$286K +$236K +7,700 New
TVAMP
1045
Tennessee Valley Asset Management Partners
Tennessee
$286K +$236K +7,695 New
LAM
1046
Lewis Asset Management
California
$286K +$236K +7,693 New
MCA
1047
Millennium Capital Advisors
Arkansas
$286K +$236K +7,685 New
GCP
1048
GSA Capital Partners
United Kingdom
$285K -$634K -20,669 -73%
PCA
1049
Prosperity Capital Advisors
Ohio
$285K +$235K +7,661 New
ORI
1050
Oak Ridge Investments
Illinois
$285K +$235K +7,650 New
40 41
42
43 44