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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1676
Cypress Wealth Services
California
$784K +$95.3K +588 +16%
CFS
1677
Commonwealth Financial Services
West Virginia
$783K -$27.9K -172 -4%
IIC
1678
Ironwood Investment Counsel
Arizona
$783K -$4.86K -30 -0.7%
VWS
1679
Virtus Wealth Solutions
New Jersey
$782K -$3.13M -19,284 -82%
WAM
1680
Worth Asset Management
Texas
$781K +$216K +1,333 +45%
GFPC
1681
Global Financial Private Client
Florida
$777K +$5.19K +32 +0.8%
TWA
1682
Trellis Wealth Advisors
California
$774K – – –
TPWA
1683
TRUE Private Wealth Advisors
Oregon
$773K +$149K +919 +28%
HWA
1684
HCR Wealth Advisors
California
$771K +$161K +996 +32%
NF
1685
Nikulski Financial
Iowa
$767K +$682K +4,207 New
AWM
1686
Adams Wealth Management
Utah
$767K -$684K -4,223 -50%
CI
1687
CacheTech Inc
Utah
$767K -$684K -4,223 -50%
PFW
1688
Petros Family Wealth
Minnesota
$767K -$60.6K -374 -8%
SWM
1689
Seed Wealth Management
Illinois
$766K -$2.37M -14,613 -78%
FWM
1690
Fonville Wealth Management
Virginia
$766K +$16.2K +100 +2%
FAN
1691
Financial Advisors Network
California
$766K +$50.7K +313 +8%
LOIM
1692
Liberty One Investment Management
Illinois
$766K +$220K +1,356 +48%
BIG
1693
Builder Investment Group
Georgia
$766K -$137K -847 -17%
TCM
1694
Telos Capital Management
California
$765K -$31K -191 -4%
FDP
1695
Financiere des Professionnels
Quebec, Canada
$765K +$679K +4,192 New
JWA
1696
JFS Wealth Advisors
Pennsylvania
$764K +$3.24K +20 +0.5%
WCP
1697
Wealthcare Capital Partners
Pennsylvania
$763K -$27.2K -168 -4%
IWA
1698
Icon Wealth Advisors
Texas
$761K +$30.8K +190 +5%
MLL
1699
Moody Lynn & Lieberson
Massachusetts
$761K +$676K +4,171 New
CVA
1700
Central Valley Advisors
California
$760K +$318K +1,961 +89%
66 67
68
69 70