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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
IWS
1676
Insight Wealth Strategies
California
$628K -$3.06M -22,461 -82%
KWM
1677
Kiker Wealth Management
Georgia
$627K – – –
MIA
1678
MainStreet Investment Advisors
Illinois
$623K +$131K +959 +22%
RWIA
1679
Roger Wittlin Investment Advisory
California
$623K – – –
QFP
1680
Quantum Financial Partners
Kansas
$623K +$728K +5,336 New
CWA
1681
Consilium Wealth Advisory
Texas
$622K +$25.9K +190 +4%
PIA
1682
Pinion Investment Advisors
Kansas
$621K +$61.4K +450 +9%
CB
1683
CNB Bank
Pennsylvania
$620K +$373K +2,737 +106%
GCP
1684
Guardian Capital (Pennsylvania)
Pennsylvania
$619K -$198K -1,450 -21%
BC
1685
Burnham & Co
Michigan
$619K +$724K +5,305 New
RIP
1686
Reliant Investment Partners
North Carolina
$618K -$255K -1,869 -26%
NP
1687
Nilsine Partners
Colorado
$618K +$57K +418 +9%
PAS
1688
PKS Advisory Services
New York
$617K +$283K +2,075 +65%
AA
1689
Apriem Advisors
California
$615K +$2.46K +18 +0.3%
MAG
1690
MRA Advisory Group
New Jersey
$614K -$824K -6,042 -53%
ACM
1691
Arlington Capital Management
Illinois
$611K -$214K -1,567 -23%
SCA
1692
Stonebridge Capital Advisors
Minnesota
$611K -$39.6K -290 -5%
GC
1693
Gullane Capital
Tennessee
$610K – – –
SAM
1694
Synergy Asset Management
Washington
$610K +$83.8K +614 +13%
CAAS
1695
Capital Asset Advisory Services
Michigan
$610K -$36.8K -270 -5%
NF
1696
NavPoint Financial
Minnesota
$609K – – –
LFP
1697
Leeward Financial Partners
Washington
$609K -$2.12M -15,553 -75%
FC
1698
Fairscale Capital
New Hampshire
$609K +$19.9K +146 +3%
NG
1699
Navigation Group
California
$609K – – –
RS
1700
R Squared
Hong Kong
$607K +$137K +1,001 +24%
66 67
68
69 70