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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1051
Cardiff Park Advisors
California
$1.08M -$233K -2,653 -17%
PWG
1052
Portside Wealth Group
Utah
$1.08M +$102K +1,161 +10%
MTIM
1053
Marathon Trading Investment Management
Pennsylvania
$1.08M +$223K +2,540 +25%
FCH
1054
Freestone Capital Holdings
Washington
$1.07M +$37.7K +429 +3%
PWM
1055
Palacios Wealth Management
Florida
$1.07M -$123K -1,405 -10%
LW
1056
Lauer Wealth
Indiana
$1.07M +$99.8K +1,136 +14%
TCBWMS
1057
Texas Capital Bank Wealth Management Services
Texas
$1.07M -$147K -1,672 -12%
OC
1058
Optima Capital
Oregon
$1.07M +$7.11K +81 +0.6%
AWM
1059
Avior Wealth Management
Nebraska
$1.06M +$430K +4,897 +64%
LNWTC
1060
Laird Norton Wetherby Trust Company
Washington
$1.06M – – –
YWM
1061
Yukon Wealth Management
Kansas
$1.06M +$1.1M +12,532 New
AWF
1062
Alpha Wealth Funds
Utah
$1.06M -$200K -2,272 -15%
TC
1063
Truvestments Capital
Florida
$1.06M +$17.5K +199 +2%
FFO
1064
Fiduciary Family Office
Florida
$1.05M +$1.1M +12,500 New
CA
1065
Claro Advisors
Massachusetts
$1.05M -$195K -2,221 -15%
S
1066
SharpePoint
Arizona
$1.05M -$3.51M -40,014 -82%
CCWM
1067
Cassaday & Co Wealth Management
Virginia
$1.05M +$17.4K +198 +2%
SWA
1068
Strategies Wealth Advisors
Michigan
$1.05M +$49.8K +567 +5%
TCG
1069
Transcendent Capital Group
Oklahoma
$1.04M -$61.7K -703 -5%
PA
1070
Probity Advisors
Texas
$1.04M -$47K -535 -4%
NWM
1071
Nova Wealth Management
Florida
$1.03M -$20K -228 -2%
CFMC
1072
Curbstone Financial Management Corp
New Hampshire
$1.03M -$127K -1,450 -11%
AAS
1073
Annex Advisory Services
Wisconsin
$1.03M +$42.9K +489 +4%
ML
1074
McAdam LLC
Pennsylvania
$1.03M +$469K +5,344 +78%
GKWIM
1075
Gerber Kawasaki Wealth & Investment Management
California
$1.02M +$176 +2 +0%
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