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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
751
Geneos Wealth Management
Colorado
$194K -$846K -47,482 -81%
GAA
752
Global Assets Advisory
Florida
$194K +$17.8K +1,000 +9%
FA
753
FDx Advisors
Illinois
$193K -$10.3K -578 -5%
CFA
754
Capstone Financial Advisors
Illinois
$192K +$8.91K +500 +5%
GPA
755
Garrison Point Advisors
California
$191K
CGH
756
Crossmark Global Holdings
Texas
$191K +$3.15K +177 +2%
CHAM
757
Clear Harbor Asset Management
Connecticut
$191K
HA
758
Harbor Advisors
Florida
$189K
FBFS
759
First Business Financial Services
Wisconsin
$186K
PP
760
Patron Partners
Texas
$186K -$1.78K -100 -0.9%
SCA
761
Stonebridge Capital Advisors
Minnesota
$185K +$2.05K +115 +1%
CFD
762
Creative Financial Designs
Indiana
$184K +$110K +6,200 +137%
NAS
763
NWF Advisory Services
California
$184K +$190K +10,694 New
ACIM
764
Azimuth Capital Investment Management
Michigan
$182K
BFA
765
Brendel Financial Advisors
New Hampshire
$182K -$4.59K -258 -2%
AC
766
Apella Capital
Connecticut
$181K +$1.01K +57 +0.5%
RFM
767
Royal Fund Management
Florida
$181K +$188K +10,550 New
MMA
768
Miracle Mile Advisors
California
$180K
FWM
769
Focused Wealth Management
New York
$180K
PRS
770
Pinkerton Retirement Specialists
Idaho
$180K +$187K +10,475 New
HCP
771
Hexagon Capital Partners
Arkansas
$180K +$4.28K +240 +2%
LFP
772
Leeward Financial Partners
Washington
$179K
BL
773
Balentine LLC
Georgia
$179K +$186K +10,430 New
HFS
774
Howard Financial Services
Texas
$179K +$36 +2 +0%
FFN
775
Focus Financial Network
Minnesota
$176K +$183K +10,272 New