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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
2651
Center for Financial Planning
Michigan
$112K +$23.5K +145 +31%
ST
2652
Smithfield Trust
Pennsylvania
$112K – – –
RMC
2653
Resources Management Corp
Connecticut
$109K – – –
PWA
2654
Provenance Wealth Advisors
Florida
$108K +$80.5K +497 +529%
FCAS
2655
First Command Advisory Services
Texas
$107K -$72.6K -448 -43%
AF
2656
Alerus Financial
North Dakota
$106K – – –
ADL
2657
Asset Dedication LLC
California
$105K +$1.13K +7 +1%
SC
2658
Swan Capital
Florida
$99.2K -$972 -6 -1%
ERSOT
2659
Employees Retirement System of Texas
Texas
$99K +$87.8K +542 New
HWP
2660
Highline Wealth Partners
California
$97.6K +$7.29K +45 +9%
PWMG
2661
Prestige Wealth Management Group
New Jersey
$97K -$162 -1 -0.2%
SN
2662
Sittner & Nelson
Oregon
$95.8K +$4.05K +25 +5%
CVM
2663
Cheviot Value Management
California
$94.8K – – –
PMFA
2664
Plante Moran Financial Advisors
Michigan
$94.7K -$1.3K -8 -2%
RFG
2665
REAP Financial Group
Texas
$93.3K +$25.9K +160 +45%
HC
2666
Hurley Capital
New York
$92.7K +$3.24K +20 +4%
CSC
2667
Caldwell Sutter Capital
California
$91.2K -$1.62K -10 -2%
LAMC
2668
Longview Asset Management (California)
California
$91.2K – – –
PCC
2669
Park Circle Company
Maryland
$91.2K – – –
TF
2670
Tompkins Financial
New York
$91.2K – – –
BC
2671
Barrett & Company
Rhode Island
$89.4K +$810 +5 +1%
HHMI
2672
Howard Hughes Medical Institute
Maryland
$89K +$7.62K +47 +11%
SMFG
2673
Sumitomo Mitsui Financial Group
Japan
$88.7K +$80.4K +496 New
WWM
2674
Wolff Wiese Magana
California
$88.7K +$972 +6 +1%
WAS
2675
Winch Advisory Services
Wisconsin
$87.9K +$26.3K +162 +51%