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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
TA
1251
TrueWealth Advisors
Alabama
$676K +$26.8K +305 +4%
NL
1252
NVWM LLC
Pennsylvania
$675K -$434K -4,937 -38%
VH
1253
Visionary Horizons
Tennessee
$675K
SW
1254
Simplicity Wealth
New Jersey
$673K +$701K +7,977 New
PP
1255
PDS Planning
Ohio
$671K +$161K +1,833 +30%
SIA
1256
Soltis Investment Advisors
Utah
$671K -$158K -1,804 -18%
FNBT
1257
FineMark National Bank & Trust
Florida
$670K -$112K -1,271 -14%
WHP
1258
Washington Harbour Partners
Virginia
$667K +$694K +7,900 New
CTC
1259
Central Trust Company
Missouri
$667K -$110K -1,250 -14%
PCA
1260
Private Capital Advisors
Connecticut
$665K +$692K +7,876 New
IFWM
1261
Institute for Wealth Management
Colorado
$665K -$528K -6,009 -43%
PFA
1262
Pinnacle Family Advisors
Missouri
$662K +$689K +7,844 New
RA
1263
Rational Advisors
New York
$661K -$265K -3,012 -28%
AC
1264
Apella Capital
Connecticut
$659K -$106K -1,212 -14%
FBC
1265
Fairfield, Bush & Co
Connecticut
$658K -$187K -2,135 -21%
LA
1266
Legacy Advisors
Pennsylvania
$657K +$192K +2,186 +39%
BIM
1267
Bridges Investment Management
Nebraska
$654K +$681K +7,751 New
PL
1268
Plancorp LLC
Missouri
$654K +$34.5K +393 +5%
NWM
1269
Napa Wealth Management
California
$654K +$329K +3,748 +94%
BB
1270
Bell Bank
North Dakota
$652K +$1.76K +20 +0.3%
QP
1271
Quartz Partners
New York
$651K +$37.3K +425 +6%
LSPW
1272
Lake Street Private Wealth
Illinois
$651K +$65K +740 +11%
MPWT
1273
MassMutual Private Wealth & Trust
Connecticut
$650K +$232K +2,642 +52%
SDWIA
1274
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$649K -$981K -11,166 -59%
PFBT
1275
Parkside Financial Bank & Trust
Missouri
$647K +$54.7K +623 +9%