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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
1626
Sound Income Strategies
Florida
$849K -$44.6K -275 -6%
RZH
1627
Relyea Zuckerberg Hanson
Connecticut
$848K +$13K +80 +2%
SWAG
1628
Spectrum Wealth Advisory Group
California
$848K +$12.8K +79 +2%
NWM
1629
Northwest Wealth Management
Iowa
$848K +$40.7K +251 +6%
DWAM
1630
Duncan Williams Asset Management
Tennessee
$847K +$56.7K +350 +8%
NDSI
1631
Newman Dignan & Sheerar Inc
Rhode Island
$846K -$32.6K -201 -4%
PA
1632
PSI Advisors
Florida
$845K +$751K +4,634 New
PCM
1633
Poehling Capital Management
Wisconsin
$843K -$40.5K -250 -5%
AIS
1634
AM Investment Strategies
Tennessee
$843K +$30.3K +187 +4%
FWM
1635
FFT Wealth Management
Pennsylvania
$842K -$2.43K -15 -0.3%
GWM
1636
Gibbs Wealth Management
Georgia
$840K +$37.6K +232 +5%
MC
1637
Matisse Capital
Oregon
$839K – – –
SSA
1638
South Street Advisors
New York
$839K +$746K +4,600 New
BHIA
1639
Birch Hill Investment Advisors
Massachusetts
$837K – – –
CWM
1640
ClientFirst Wealth Management
Arkansas
$835K – – –
CA
1641
Cornerstone Advisory
Maryland
$835K -$354K -2,183 -32%
ICP
1642
Impact Capital Partners
Colorado
$834K +$99.5K +614 +16%
HIP
1643
Harrell Investment Partners
Texas
$833K +$27.7K +171 +4%
LT
1644
Legacy Trust
Michigan
$831K +$245K +1,509 +50%
MP
1645
McDonald Partners
Ohio
$830K -$243K -1,500 -25%
HWA
1646
HHM Wealth Advisors
Tennessee
$829K -$162K -1,000 -18%
SPWM
1647
Spartan Planning & Wealth Management
North Carolina
$829K -$10.5K -65 -1%
LSA
1648
L & S Advisors
California
$828K -$176K -1,088 -19%
FFA
1649
Founders Financial Alliance
North Carolina
$825K +$83.3K +514 +13%
CGL
1650
Clarius Group LLC
Washington
$825K -$952K -5,876 -57%
64 65
66
67 68