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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CAS
2076
Coppell Advisory Solutions
Texas
$528K +$44.7K +247 +9%
BFA
2077
Beaumont Financial Advisors
Massachusetts
$527K +$10.7K +59 +2%
WTA
2078
Washington Trust Advisors
Massachusetts
$527K -$6.34K -35 -1%
EP
2079
Essential Partners
California
$526K -$42.4K -234 -7%
LSWP
2080
Liberty Square Wealth Partners
Pennsylvania
$526K – – –
PAS
2081
PKS Advisory Services
New York
$526K -$103K -567 -16%
RCWM
2082
Royal Capital Wealth Management
Indiana
$524K – – –
AR
2083
Apeiron RIA
Texas
$524K +$17K +94 +3%
HWA
2084
HMV Wealth Advisors
Louisiana
$520K – – –
OFW
2085
Omnia Family Wealth
Florida
$520K +$2.71K +15 +0.5%
PCA
2086
Private Capital Advisors
Connecticut
$520K +$5.43K +30 +1%
BFWA
2087
Benchmark Financial Wealth Advisors
Florida
$520K +$7.42K +41 +1%
MCIA
2088
Mountain Capital Investment Advisors
Colorado
$519K -$25.9K -143 -4%
NG
2089
Novem Group
New York
$519K +$25.2K +139 +5%
NRI
2090
NFP Retirement Inc
California
$518K -$25.9K -143 -5%
NFP
2091
Narus Financial Partners
Utah
$518K +$38.7K +214 +8%
KWM
2092
Keebeck Wealth Management
Illinois
$518K +$75.5K +417 +17%
RW
2093
RVW Wealth
California
$516K +$526K +2,903 New
RA
2094
Rubicon Advisors
California
$515K +$525K +2,900 New
TAA
2095
TB Alternative Assets
Cayman Islands
$515K – – –
PEA
2096
Park Edge Advisors
Ohio
$515K +$525K +2,898 New
GI
2097
Gradient Investments
Minnesota
$514K +$57.6K +318 +12%
EA
2098
Emerald Advisers
Pennsylvania
$514K +$234K +1,292 +81%
TW
2099
Trajan Wealth
Arizona
$514K +$277K +1,531 +113%
OWM
2100
Opes Wealth Management
California
$514K +$5.43K +30 +1%
82 83
84
85 86