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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1851
SOA Wealth Advisors
New York
$52.9K +$20.7K +355 +103%
NB
1852
NBT Bank
New York
$52.9K +$40.8K +700 New
BHWM
1853
Bay Harbor Wealth Management
Maryland
$52.1K – – –
CTB
1854
Country Trust Bank
Illinois
$50.9K +$39.2K +673 New
CIA
1855
Cape Investment Advisory
Georgia
$49.4K -$1.81K -31 -5%
HC
1856
Hurley Capital
New York
$48.7K +$34.9K +600 New
LI
1857
LRI Investments
Florida
$48.4K +$3.5K +60 +10%
AWM
1858
Activest Wealth Management
Florida
$47.8K +$13.2K +226 +56%
W
1859
WealthCollab
Washington
$47.4K +$36.5K +627 New
TCPG
1860
Trivant Custom Portfolio Group
California
$46.9K +$27.4K +470 +313%
SIS
1861
Strategic Investment Solutions
Illinois
$46.5K -$76.6K -1,315 -68%
KBFS
1862
Kohmann Bosshard Financial Services
Ohio
$46.3K +$35.6K +612 New
CWM
1863
Copia Wealth Management
Oregon
$45.8K +$35.2K +605 New
MAS
1864
MPWM Advisory Solutions
Georgia
$45.4K +$34.9K +600 New
KSB
1865
Kennebec Savings Bank
Maine
$45.4K +$9.26K +159 +29%
ST
1866
Smithfield Trust
Pennsylvania
$45K -$466 -8 -1%
CSB
1867
City State Bank
Iowa
$44.4K +$2.15K +37 +7%
CAIM
1868
Catherine Avery Investment Management
Florida
$43.5K +$33.5K +575 New
SFA
1869
Semmax Financial Advisors
North Carolina
$43.2K +$21.3K +366 New
ADL
1870
Asset Dedication LLC
California
$43.1K -$256K -4,396 -89%
PMFA
1871
Plante Moran Financial Advisors
Michigan
$43K +$466 +8 +1%
SC
1872
Swan Capital
Florida
$42.4K +$3.5K +60 +12%
FMP
1873
Financial Management Professionals
Texas
$41.1K +$20K +343 +172%
GWSA
1874
Global Wealth Strategies & Associates
Colorado
$40.9K +$7.69K +132 +32%
AW
1875
Avion Wealth
Texas
$40K +$2.56K +44 +9%
73 74
75
76 77