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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
EW
726
Evoke Wealth
California
$9K – – –
FCG
727
Financial Connections Group
California
$9K – – –
CFD
728
Creative Financial Designs
Indiana
$9K +$8.55K +641 +1,831%
BHWM
729
Bay Harbor Wealth Management
Maryland
$9K +$9.19K +689 New
ECM
730
Estabrook Capital Management
New York
$8.93K – – –
Man Group
731
Man Group
United Kingdom
$8K -$101K -7,544 -92%
TCM
732
Tradewinds Capital Management
Washington
$8K – – –
CPFP
733
Clear Perspectives Financial Planning
Ohio
$7K – – –
IRC
734
Investors Research Corp
Georgia
$7K – – –
TFP
735
Tilia Fiduciary Partners
North Carolina
$7K – – –
PFBT
736
Parkside Financial Bank & Trust
Missouri
$7K +$2.92K +219 +80%
DHGWA
737
Dixon Hughes Goodman Wealth Advisors
North Carolina
$7K +$3.07K +230 +92%
TF
738
Tompkins Financial
New York
$7K +$6.67K +500 New
BCMLT
739
Beacon Capital Management LLC (Tennessee)
Tennessee
$7K +$6.94K +520 New
SC
740
Stephens Consulting
Michigan
$6.87K -$7.91K -593 -54%
CWC
741
Carolinas Wealth Consulting
North Carolina
$6K – – –
BWL
742
Bogart Wealth LLC
Virginia
$6K +$667 +50 +14%
MAM
743
Meeder Asset Management
Ohio
$6K +$1.59K +119 +40%
BFC
744
Bedel Financial Consulting
Indiana
$6K +$4.67K +350 +350%
LAS
745
Lloyd Advisory Services
Georgia
$6K +$6.22K +466 New
AWA
746
Aaron Wealth Advisors
Illinois
$5.71K +$5.55K +416 New
AWM
747
Atticus Wealth Management
Florida
$5K -$360 -27 -7%
JFA
748
JNBA Financial Advisors
Minnesota
$5K -$227 -17 -4%
SN
749
Sittner & Nelson
Oregon
$5K – – –
MWA
750
Miller Wealth Advisors
Colorado
$5K +$1.33K +100 +38%