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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1451
Cohen Capital Management
California
$909K – – –
BCM
1452
Boreal Capital Management
Florida
$908K +$781K +6,660 New
EA
1453
Efficient Advisors
Ohio
$902K +$776K +6,619 New
ICM
1454
Intrepid Capital Management
Florida
$901K -$194K -1,653 -20%
HWM
1455
Hohimer Wealth Management
Washington
$900K +$43.4K +370 +6%
JWM
1456
JGP Wealth Management
Oregon
$900K +$77.4K +660 +11%
GJIA
1457
Glass Jacobson Investment Advisors
Maryland
$897K -$109K -931 -12%
GWM
1458
GSB Wealth Management
Connecticut
$896K +$110K +935 +17%
OW
1459
Olistico Wealth
Oklahoma
$892K +$212K +1,807 +38%
LWM
1460
Liberty Wealth Management
California
$892K +$129K +1,101 +20%
ALAM
1461
Asahi Life Asset Management
Japan
$892K -$85K -725 -10%
WJA
1462
Willis Johnson & Associates
Texas
$889K +$215K +1,829 +39%
RSF
1463
Rik Saylor Financial
Ohio
$888K – – –
RWP
1464
Revolve Wealth Partners
New Jersey
$885K -$12.2K -104 -2%
FBC
1465
Fairfield, Bush & Co
Connecticut
$885K -$154K -1,310 -17%
MCM
1466
McRae Capital Management
New Jersey
$879K -$17.6K -150 -2%
VIA
1467
Victrix Investment Advisors
Florida
$879K +$79.8K +680 +12%
AC
1468
Addison Capital
Pennsylvania
$876K +$3.87K +33 +0.5%
CG
1469
Cynosure Group
Utah
$873K +$751K +6,406 New
RFP
1470
Root Financial Partners
California
$872K +$203K +1,734 +37%
BWA
1471
Burt Wealth Advisors
Maryland
$872K -$106K -900 -12%
CWA
1472
Clarity Wealth Advisors
California
$869K +$241K +2,058 +48%
SIC
1473
SJS Investment Consulting
Ohio
$869K -$135K -1,148 -15%
TC
1474
Trilogy Capital
California
$865K +$33.1K +282 +5%
TVM
1475
True Vision MN
Minnesota
$865K -$74.7K -637 -9%
57 58
59
60 61