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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
GW
526
GW & Wade
Massachusetts
$325K +$323K +20,294 New
BTWM
527
Baker Tilly Wealth Management
Wisconsin
$322K +$320K +20,097 New
FIA
528
Foundations Investment Advisors
Arizona
$321K -$343K -21,517 -52%
MYAM
529
Meiji Yasuda Asset Management
Japan
$321K +$41.6K +2,610 +15%
BAM
530
Bellevue Asset Management
Washington
$320K
Luther King Capital Management (LKCM)
531
Luther King Capital Management (LKCM)
Texas
$320K
CI
532
Cigna Investments
Connecticut
$320K +$4.3K +270 +1%
TC
533
TownSquare Capital
Utah
$320K +$318K +19,984 New
OIA
534
Optimum Investment Advisors
Illinois
$318K +$81.8K +5,138 +35%
SFS
535
Starfox Financial Services
Texas
$316K
PIMG
536
Patriot Investment Management Group
Tennessee
$316K +$1.11K +70 +0.4%
CAM
537
Concorde Asset Management
Michigan
$315K +$24.4K +1,530 +8%
SM
538
Sciencast Management
New Jersey
$315K +$314K +19,701 New
CTC
539
Central Trust Company
Missouri
$314K +$71.7K +4,500 +30%
WAG
540
Winthrop Advisory Group
Massachusetts
$310K
GAM
541
Gotham Asset Management
New York
$309K -$3.96M -248,323 -93%
PA
542
PFG Advisors
Arizona
$306K +$3.68K +231 +1%
LFAS
543
Level Four Advisory Services
Texas
$306K -$4.49K -282 -1%
AFS
544
Annapolis Financial Services
Maryland
$304K
SWM
545
Seed Wealth Management
Illinois
$304K -$11.1K -700 -4%
MPPLM
546
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$304K +$39.7K +2,490 +15%
SG
547
StoneX Group
New York
$302K +$123K +7,719 +69%
IWM
548
IHT Wealth Management
Illinois
$299K +$34.4K +2,158 +13%
Los Angeles Capital Management
549
Los Angeles Capital Management
California
$299K -$1.15M -71,928 -79%
DT
550
Diversified Trust
Tennessee
$297K -$94K -5,901 -24%