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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1326
Private Client Services
Kentucky
$1.14M +$519K +4,429 +112%
SA
1327
Sovran Advisors
California
$1.14M +$315K +2,689 +49%
AWM
1328
Aprio Wealth Management
Georgia
$1.14M +$402K +3,428 +70%
HTWM
1329
Hartmann Taylor Wealth Management
Texas
$1.13M -$41K -350 -4%
WGC
1330
Watts Gwilliam & Co
Arizona
$1.13M -$70.1K -598 -9%
UWS
1331
Unique Wealth Strategies
Illinois
$1.13M -$257K -2,187 -21%
WKSWA
1332
White Knight Strategic Wealth Advisors
New Jersey
$1.13M +$27.6K +235 +3%
QL
1333
Quarry LP
New York
$1.13M -$116K -988 -11%
EL
1334
EWA LLC
Pennsylvania
$1.13M +$611K +5,208 +171%
LW
1335
Lauer Wealth
Indiana
$1.12M -$360K -3,067 -33%
BFA
1336
Beacon Financial Advisory
Ohio
$1.12M +$189K +1,610 +24%
NW
1337
Naviter Wealth
Arkansas
$1.12M +$960K +8,189 New
AA
1338
Advisory Alpha
Michigan
$1.12M +$113K +960 +13%
LWM
1339
Lodestone Wealth Management
Washington
$1.11M -$95.2K -812 -9%
SIMG
1340
Sonora Investment Management Group
Arizona
$1.11M +$5.75K +49 +0.6%
CTA
1341
Colonial Trust Advisors
South Carolina
$1.11M +$294K +2,506 +45%
GPA
1342
Garrison Point Advisors
California
$1.11M -$96.8K -825 -9%
JEST
1343
JTC Employer Solutions Trustee
Jersey
$1.1M – – –
ACM
1344
Avalon Capital Management
California
$1.1M – – –
TCA
1345
Transcend Capital Advisors
New Jersey
$1.1M +$410K +3,492 +76%
JWM
1346
JPL Wealth Management
Colorado
$1.1M +$244K +2,078 +35%
SIAG
1347
Safeguard Investment Advisory Group
California
$1.09M +$197K +1,676 +26%
ICP
1348
Interchange Capital Partners
Pennsylvania
$1.09M -$242K -2,060 -21%
BFS
1349
BridgePort Financial Solutions
Iowa
$1.09M +$646K +5,507 +222%
SM
1350
Sweeney & Michel
California
$1.09M +$5.28K +45 +0.6%
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