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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
TFM
2901
TFC Financial Management
Massachusetts
$75.5K – – –
CW
2902
CrossGen Wealth
North Carolina
$75.5K +$76.9K +425 New
BDPWM
2903
Barnes Dennig Private Wealth Management
Ohio
$75.4K +$21.5K +119 +39%
CMA
2904
Cedar Mountain Advisors
Oregon
$74.1K – – –
KBFS
2905
Kohmann Bosshard Financial Services
Ohio
$73.8K +$75.1K +415 New
CA
2906
Cresta Advisors
Texas
$72.2K +$73.5K +406 New
SN
2907
Sittner & Nelson
Oregon
$71.8K +$543 +3 +0.6%
SWM
2908
Shelton Wealth Management
Texas
$71.1K +$72.4K +400 New
FNWA
2909
Financial Network Wealth Advisors
Utah
$69.3K – – –
LWANC
2910
Laurel Wealth Advisors (North Carolina)
North Carolina
$69.1K +$70.4K +389 New
BFP
2911
Birchwood Financial Partners
Minnesota
$68.4K +$69.7K +385 New
FPB
2912
First PREMIER Bank
South Dakota
$66K – – –
M
2913
MOTCO
Texas
$64.3K -$104K -575 -61%
CMP
2914
Coston McIsaac & Partners
Maine
$64K +$10.3K +57 +18%
RFG
2915
REAP Financial Group
Texas
$63.6K -$27.9K -154 -30%
SC
2916
Solstein Capital
California
$61.9K – – –
MO
2917
McMillan Office
Michigan
$60.3K +$61.4K +339 New
EIP
2918
Essential Investment Partners
Colorado
$60.1K +$61.2K +338 New
TCM
2919
Tradewinds Capital Management
Washington
$57.9K +$1.27K +7 +2%
JFA
2920
JNBA Financial Advisors
Minnesota
$57.9K +$4.71K +26 +9%
DF
2921
Dunhill Financial
United Kingdom
$57.6K +$7.42K +41 +14%
JFG
2922
JDM Financial Group
Texas
$57.1K -$2.71K -15 -4%
MFT
2923
Moisand Fitzgerald Tamayo
Florida
$56.3K -$362 -2 -0.6%
RWM
2924
Raffa Wealth Management
District of Columbia
$55.8K +$7.96K +44 +16%
MAS
2925
MPWM Advisory Solutions
Georgia
$53.9K +$21.7K +120 +66%