PLTR icon

Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
PAI
1251
Pittenger & Anderson Inc
Nebraska
$679K +$26.3K +300 +4%
CNFG
1252
Creegan & Nassoura Financial Group
New Hampshire
$677K – – –
TA
1253
TrueWealth Advisors
Alabama
$676K +$26.8K +305 +4%
NL
1254
NVWM LLC
Pennsylvania
$675K -$434K -4,937 -38%
VH
1255
Visionary Horizons
Tennessee
$675K – – –
SW
1256
Simplicity Wealth
New Jersey
$673K +$701K +7,977 New
PP
1257
PDS Planning
Ohio
$671K +$161K +1,833 +30%
SIA
1258
Soltis Investment Advisors
Utah
$671K -$158K -1,804 -18%
FNBT
1259
FineMark National Bank & Trust
Florida
$670K -$112K -1,271 -14%
WHP
1260
Washington Harbour Partners
Virginia
$667K +$694K +7,900 New
CTC
1261
Central Trust Company
Missouri
$667K -$110K -1,250 -14%
PCA
1262
Private Capital Advisors
Connecticut
$665K +$692K +7,876 New
IFWM
1263
Institute for Wealth Management
Colorado
$665K -$528K -6,009 -43%
PFA
1264
Pinnacle Family Advisors
Missouri
$662K +$689K +7,844 New
RA
1265
Rational Advisors
New York
$661K -$265K -3,012 -28%
AC
1266
Apella Capital
Connecticut
$659K -$106K -1,212 -14%
FBC
1267
Fairfield, Bush & Co
Connecticut
$658K -$187K -2,135 -21%
LA
1268
Legacy Advisors
Pennsylvania
$657K +$192K +2,186 +39%
BIM
1269
Bridges Investment Management
Nebraska
$654K +$681K +7,751 New
PL
1270
Plancorp LLC
Missouri
$654K +$34.5K +393 +5%
NWM
1271
Napa Wealth Management
California
$654K +$329K +3,748 +94%
BB
1272
Bell Bank
North Dakota
$652K +$1.76K +20 +0.3%
QP
1273
Quartz Partners
New York
$651K +$37.3K +425 +6%
LSPW
1274
Lake Street Private Wealth
Illinois
$651K +$65K +740 +11%
MPWT
1275
MassMutual Private Wealth & Trust
Connecticut
$650K +$232K +2,642 +52%
49 50
51
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