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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
UFPG
2751
United Financial Planning Group
New York
$31.7K +$28.2K +174 New
RWS
2752
Retirement Wealth Solutions
Wisconsin
$31.4K +$27.9K +172 New
DF
2753
DecisionPoint Financial
Arizona
$30.9K -$1.62K -10 -6%
IWP
2754
IAG Wealth Partners
Wisconsin
$30.6K – – –
FC
2755
Financial Consulate
Maryland
$30.5K +$27.1K +167 New
CIA
2756
Cape Investment Advisory
Georgia
$29.6K -$101K -626 -79%
BFS
2757
Bare Financial Services
Pennsylvania
$28.5K +$8.91K +55 +54%
BSB
2758
Bangor Savings Bank
Maine
$28.3K -$12.2K -75 -33%
PP
2759
PFS Partners
New Jersey
$27.7K – – –
FFA
2760
Frazier Financial Advisors
Ohio
$27.4K -$8.91K -55 -27%
IRC
2761
Investors Research Corp
Georgia
$27.4K – – –
STB
2762
S&T Bank
Pennsylvania
$27K +$10K +62 +72%
CWM
2763
Cranbrook Wealth Management
Michigan
$25.5K -$2.43K -15 -10%
RPA
2764
Redwood Park Advisors
California
$25.4K -$25.9K -160 -54%
ME
2765
McIlrath & Eck
Washington
$25.2K – – –
NC
2766
North Capital
Utah
$23.7K +$162 +1 +0.8%
EAM
2767
Eukles Asset Management
Ohio
$23.7K – – –
HHGA
2768
Halbert Hargrove Global Advisors
California
$23.5K +$20.9K +129 New
WCM
2769
Winthrop Capital Management
Indiana
$23K +$20.4K +126 New
MAM
2770
MMA Asset Management
Pennsylvania
$23K +$20.4K +126 New
DIP
2771
DT Investment Partners
Pennsylvania
$22.6K – – –
HFS
2772
Horizon Financial Services
North Carolina
$21.9K +$12.2K +75 +167%
PCTC
2773
Perkins Coie Trust Company
Washington
$20.4K +$18.2K +112 New
PWA
2774
Principia Wealth Advisory
Texas
$19.5K +$1.78K +11 +11%
ICA
2775
Infrastructure Capital Advisors
New York
$18.4K +$16.4K +101 New