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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
BIG
1576
Builder Investment Group
Georgia
$688K +$5.51K +47 +0.9%
DQRIM
1577
Dale Q Rice Investment Management
Washington
$686K +$207K +1,767 +64%
MCM
1578
Monument Capital Management
Virginia
$685K -$27K -230 -4%
SCA
1579
Stonebridge Capital Advisors
Minnesota
$685K +$33.9K +289 +6%
BCPWM
1580
Bradley & Co Private Wealth Management
Florida
$683K +$349K +2,974 +146%
EFG
1581
Ethos Financial Group
Pennsylvania
$683K -$605K -5,161 -51%
BAM
1582
BOCHK Asset Management
Hong Kong
$682K -$2.22M -18,900 -79%
3F
1583
360 Financial
Minnesota
$682K – – –
SEM
1584
Suncoast Equity Management
Florida
$682K – – –
CWMG
1585
Compass Wealth Management (Georgia)
Georgia
$682K +$586K +5,000 New
IFO
1586
Intrepid Family Office
Florida
$682K +$586K +5,000 New
ACM
1587
Allred Capital Management
Texas
$681K -$26.7K -228 -4%
EC
1588
EdgeRock Capital
Colorado
$680K +$49.5K +422 +9%
NIM
1589
Northeast Investment Management
Massachusetts
$680K +$88K +750 +18%
BHBT
1590
Burke & Herbert Bank & Trust
Virginia
$677K +$582K +4,965 New
MAG
1591
MRA Advisory Group
New Jersey
$675K +$11.7K +100 +2%
SWMP
1592
Signature Wealth Management Partners
New Jersey
$674K +$113K +966 +24%
YCG
1593
Yeomans Consulting Group
Georgia
$670K +$601K +5,127 New
BCM
1594
Blume Capital Management
California
$669K -$2.7K -23 -0.5%
SIG
1595
Stonegate Investment Group
Alabama
$669K -$55.2K -471 -9%
AB
1596
Atlas Brown
Kentucky
$669K +$3.05K +26 +0.5%
PWM
1597
Palumbo Wealth Management
New York
$665K -$5.63K -48 -1%
PCM
1598
Poehling Capital Management
Wisconsin
$664K -$26.2K -223 -4%
MWM
1599
Meritas Wealth Management
California
$664K – – –
TAM
1600
Tucker Asset Management
Colorado
$664K -$5.86K -50 -1%
62 63
64
65 66