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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
SHIM
2601
Stone House Investment Management
Pennsylvania
$91.9K +$3.82K +28 +4%
HPWM
2602
High Point Wealth Management
New Jersey
$91K -$10.9K -80 -9%
W
2603
WealthCollab
Washington
$90.7K – – –
IAS
2604
IMA Advisory Services
Colorado
$90.3K +$94.8K +695 +880%
CAIM
2605
Catherine Avery Investment Management
Florida
$89.8K – – –
CVM
2606
Cheviot Value Management
California
$88.2K +$17.1K +125 +20%
LAS
2607
Lloyd Advisory Services
Georgia
$87.6K -$429K -3,148 -81%
TFA
2608
Toth Financial Advisory
Virginia
$86K -$82.5K -605 -45%
SFS
2609
Sunrise Financial Services
Washington
$85.6K +$273 +2 +0.3%
WETS
2610
Wealth Enhancement Trust Services
South Dakota
$85.3K -$3.27K -24 -3%
PS
2611
Planning Strategies
Pennsylvania
$84.1K +$98.4K +721 New
P
2612
Palladiem
Pennsylvania
$83.3K -$35.1K -257 -26%
CCG
2613
Capital CS Group
California
$83.3K +$97.4K +714 New
AT
2614
Arlington Trust
Alabama
$83.2K -$31.4K -230 -24%
MA
2615
Montag & Associates
Georgia
$82.7K -$117K -859 -55%
OSNBOA
2616
Old Second National Bank of Aurora
Illinois
$81.7K – – –
RFA
2617
Reyes Financial Architecture
California
$81.3K +$9.69K +71 +11%
KAS
2618
Kemnay Advisory Services
New York
$80.3K -$5.46K -40 -5%
FNWA
2619
Financial Network Wealth Advisors
Utah
$78.8K +$34.8K +255 +61%
EWM
2620
Evermay Wealth Management
Virginia
$78.4K +$51.2K +375 +126%
PB
2621
Pinnacle Bancorp
Nebraska
$77.4K -$2.05K -15 -2%
CWM
2622
Copia Wealth Management
Oregon
$77.2K +$6.28K +46 +7%
CPG
2623
Cornerstone Planning Group
New Jersey
$75.2K -$10.6K -78 -11%
CCMR
2624
Core Capital Management & Research
Texas
$74.5K +$56.5K +414 New
NWS
2625
Nvest Wealth Strategies
Ohio
$73.4K -$64K -469 -43%
103 104
105
106 107