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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
WT
2751
Washington Trust
Rhode Island
$214K +$1.45K +8 +0.7%
ISWM
2752
Intesa Sanpaolo Wealth Management
$214K +$218K +1,205 New
TPW
2753
Turn8 Private Wealth
$214K – – –
PIMG
2754
Patriot Investment Management Group
Tennessee
$214K +$1.09K +6 +0.5%
GWMIA
2755
Global Wealth Management Investment Advisory
Florida
$214K +$218K +1,202 New
HFA
2756
High Falls Advisors
New York
$214K -$851K -4,700 -80%
MAM
2757
Meeder Asset Management
Ohio
$213K -$1.09K -6 -0.5%
FC
2758
FCA Corp
Texas
$213K +$1.09K +6 +0.5%
CA
2759
CV Advisors
Florida
$213K – – –
MSA
2760
McAlister Sweet & Associates
Texas
$213K – – –
HFM
2761
Hartford Financial Management
Connecticut
$213K +$27.2K +150 +14%
GSIS
2762
Global Strategic Investment Solutions
Arizona
$213K +$1.27K +7 +0.6%
FF
2763
Francis Financial
$213K +$4.53K +25 +2%
DF
2764
Define Financial
California
$212K +$216K +1,192 New
CAC
2765
Core Alternative Capital
Georgia
$212K +$212K +1,169 +5,567%
KWM
2766
KFG Wealth Management
Indiana
$211K -$4.16K -23 -2%
VR
2767
Valued Retirements
Texas
$211K -$82.7K -457 -28%
GFWA
2768
Grey Fox Wealth Advisors
Delaware
$211K – – –
OWM
2769
Orca Wealth Management
Florida
$211K -$9.78K -54 -4%
CFWMA
2770
Center for Wealth Management Advisory
Ohio
$210K +$214K +1,184 New
SWA
2771
Strata Wealth Advisors
Texas
$210K +$1.45K +8 +0.7%
KIA
2772
KCM Investment Advisors
California
$209K +$213K +1,178 New
TWM
2773
Tortuga Wealth Management
California
$209K +$213K +1,176 New
CPC
2774
Congress Park Capital
New York
$209K -$12.9K -71 -6%
WCG
2775
Weaver Consulting Group
California
$208K +$362 +2 +0.2%