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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
RMP
1176
Richards, Merrill & Peterson
Washington
$633K +$487K +8,364 New
NSAM
1177
North Star Asset Management
Wisconsin
$622K +$120K +2,054 +33%
ZI
1178
ZEGA Investments
Florida
$620K +$458K +7,855 New
BBHC
1179
Brown Brothers Harriman & Co
New York
$619K +$76.1K +1,306 +19%
WWA
1180
Wisconsin Wealth Advisors
Wisconsin
$617K +$475K +8,160 New
SICM
1181
Sustainable Insight Capital Management
New York
$614K +$473K +8,124 New
LW
1182
Lauer Wealth
Indiana
$610K -$64.1K -1,100 -12%
PPP
1183
Private Portfolio Partners
New Jersey
$610K -$27.5K -472 -6%
PCA
1184
Pallas Capital Advisors
Massachusetts
$608K +$157K +2,698 +51%
CNFG
1185
Creegan & Nassoura Financial Group
New Hampshire
$607K – – –
VH
1186
Visionary Horizons
Tennessee
$605K – – –
GFP
1187
Gryphon Financial Partners
Ohio
$605K +$59.2K +1,017 +15%
LAM
1188
L2 Asset Management
Massachusetts
$604K +$34.9K +600 +8%
SXL
1189
Summit X LLC
Missouri
$603K +$464K +7,967 New
TW
1190
TrinityPoint Wealth
Connecticut
$595K -$115K -1,972 -20%
JCM
1191
Jacobi Capital Management
Pennsylvania
$594K +$70.9K +1,217 +18%
LCWM
1192
Legacy Capital Wealth Management
Texas
$589K +$454K +7,792 New
CCA
1193
Clearwater Capital Advisors
Illinois
$588K -$256K -4,394 -36%
PAI
1194
Pittenger & Anderson Inc
Nebraska
$586K +$102K +1,750 +29%
AWM
1195
Adams Wealth Management
Utah
$585K -$93.1K -1,599 -17%
CI
1196
CacheTech Inc
Utah
$585K -$93.1K -1,599 -17%
WE
1197
Wealth Effects
Massachusetts
$583K +$449K +7,714 New
DCM
1198
Dimension Capital Management
Florida
$583K -$1.14M -19,606 -72%
TA
1199
TrueWealth Advisors
Alabama
$582K +$449K +7,701 New
BB
1200
Bell Bank
North Dakota
$582K – – –
46 47
48
49 50