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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
1226
Legacy Financial Strategies
Kansas
$551K +$427K +7,329 New
LMKC
1227
L.M. Kohn & Company
Ohio
$550K +$424K +7,277 New
CAM
1228
Creekmur Asset Management
Illinois
$549K +$361K +6,198 +583%
CFG
1229
Citizens Financial Group
Rhode Island
$549K +$423K +7,256 New
CCG
1230
Catalina Capital Group
California
$549K -$10.7K -184 -2%
WA
1231
WPG Advisers
Maryland
$548K +$422K +7,242 New
SWM
1232
StoneCrest Wealth Management
Arizona
$545K +$420K +7,208 New
RWB
1233
RMR Wealth Builders
New Jersey
$545K +$9.73K +167 +2%
KA
1234
KDT Advisors
New York
$545K +$419K +7,200 New
VFG
1235
V2 Financial group
Illinois
$543K +$11.7K +200 +3%
JWM
1236
JPL Wealth Management
Colorado
$542K +$417K +7,164 New
TVM
1237
True Vision MN
Minnesota
$541K +$416K +7,150 New
VCM
1238
Virtue Capital Management
Tennessee
$540K +$416K +7,134 New
HGERS
1239
Householder Group Estate & Retirement Specialist
Arizona
$539K -$1.35M -23,182 -76%
AIA
1240
AIMZ Investment Advisors
California
$537K – – –
TW
1241
TritonPoint Wealth
Maryland
$537K +$7.69K +132 +2%
XF
1242
XML Financial
Maryland
$537K +$29.1K +500 +8%
BFM
1243
Boothbay Fund Management
New York
$536K -$417K -7,154 -50%
SAF
1244
Smith Anglin Financial
Texas
$536K -$15.1K -259 -4%
CFG
1245
Certior Financial Group
Pennsylvania
$534K +$412K +7,067 New
TWM
1246
TCFG Wealth Management
California
$534K +$97.4K +1,672 +31%
PFBT
1247
Parkside Financial Bank & Trust
Missouri
$533K +$230K +3,954 +128%
BIM
1248
Breakwater Investment Management
Washington
$532K +$39.7K +682 +11%
VA
1249
Valmark Advisers
Ohio
$532K +$19.6K +337 +5%
IC
1250
Iconiq Capital
California
$531K +$409K +7,026 New
48 49
50
51 52