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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
E
2526
Entelevest
Florida
$184K +$32.5K +238 +18%
ORAM
2527
One River Asset Management
Connecticut
$184K +$3.82K +28 +2%
WAM
2528
WealthCare Asset Management
Missouri
$183K -$79.9K -586 -27%
RWM
2529
RMG Wealth Management
Wisconsin
$179K +$2.46K +18 +2%
MA
2530
MBA Advisors
Pennsylvania
$178K +$208K +1,528 New
AIS
2531
Advocate Investing Services
Maryland
$177K – – –
HFS
2532
Hughes Financial Services
Virginia
$175K +$19.1K +140 +10%
PWA
2533
Physician Wealth Advisors
Utah
$172K -$317K -2,323 -61%
FDW
2534
Fourth Dimension Wealth
Ohio
$172K -$34.6K -254 -15%
TC
2535
Toews Corporation
New Jersey
$172K +$201K +1,471 New
SA
2536
Strategic Advocates
Utah
$169K -$30K -220 -13%
MCM
2537
MV Capital Management
Maryland
$167K -$4.37K -32 -2%
TAP
2538
Tounjian Advisory Partners
Florida
$166K -$982K -7,199 -83%
HPC
2539
HM Payson & Co
Maine
$165K -$79.4K -582 -29%
AFG
2540
Albion Financial Group
Utah
$165K -$136K -1,000 -41%
BWS
2541
Buck Wealth Strategies
Colorado
$164K +$192K +1,406 New
FCAS
2542
First Command Advisory Services
Texas
$159K +$59.5K +436 +47%
ADL
2543
Asset Dedication LLC
California
$158K +$1.77K +13 +1%
BPAMU
2544
BTG Pactual Asset Management US
New York
$158K +$185K +1,353 New
KAM
2545
KEB Asset Management
Illinois
$157K -$682 -5 -0.4%
IWM
2546
IMG Wealth Management
Florida
$156K +$9.55K +70 +6%
CT
2547
Clearstead Trust
Maine
$156K +$955 +7 +0.5%
RL
2548
Rogco LP
Oklahoma
$156K – – –
CWP
2549
Clark Wealth Partners
Illinois
$154K -$1.77K -13 -1%
Vanguard National Trust
2550
Vanguard National Trust
Pennsylvania
$149K +$164K +1,202 +1,561%