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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
LNWTC
1001
Laird Norton Wetherby Trust Company
Washington
$951K
BA
1002
Bridgewater Associates
Connecticut
$950K -$29.8M -510,985 -98%
KWM
1003
Kiker Wealth Management
Georgia
$950K +$732K +12,561 New
CAIMH
1004
Central Asset Investments & Management Holdings
Hong Kong
$949K +$731K +12,554 New
NGA
1005
Naples Global Advisors
Florida
$949K +$32K +550 +5%
OC
1006
Optima Capital
Oregon
$949K +$731K +12,545 New
GAA
1007
Guardian Asset Advisors
Pennsylvania
$949K +$731K +12,543 New
OCM
1008
Osterweis Capital Management
California
$945K -$409K -7,028 -36%
ICP
1009
Interchange Capital Partners
Pennsylvania
$940K -$327K -5,617 -31%
NWM
1010
Nova Wealth Management
Florida
$940K +$724K +12,434 New
JF
1011
Jump Financial
Illinois
$940K -$36.8M -631,395 -98%
CWMGP
1012
Capstone Wealth Management Group (Pennsylvania)
Pennsylvania
$940K +$724K +12,425 New
TC
1013
Truvestments Capital
Florida
$931K +$8.27K +142 +1%
PWP
1014
Principle Wealth Partners
Connecticut
$929K -$531K -9,111 -43%
CCWM
1015
Cassaday & Co Wealth Management
Virginia
$929K -$5.53K -95 -0.8%
FCH
1016
Freestone Capital Holdings
Washington
$928K -$17.1K -294 -2%
CIAS
1017
Capital Investment Advisory Services
North Carolina
$928K -$46.1K -792 -6%
ACM
1018
Alpha Capital Management
Texas
$927K -$269K -4,614 -27%
QWP
1019
Quotient Wealth Partners
Texas
$924K +$46.8K +804 +7%
BOTPPF
1020
Board of the Pension Protection Fund
United Kingdom
$923K +$711K +12,200 New
RH
1021
RFG Holdings
Texas
$917K +$268K +4,609 +61%
FIM
1022
FWL Investment Management
Texas
$916K +$179K +3,067 +34%
GKWIM
1023
Gerber Kawasaki Wealth & Investment Management
California
$914K +$52.5K +902 +8%
EFS
1024
Essex Financial Services
Connecticut
$914K +$105K +1,810 +18%
IJWM
1025
Inman Jager Wealth Management
Mississippi
$913K +$703K +12,075 New