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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1401
MGB Wealth Management
Texas
$510K +$208K +2,365 +64%
JWM
1402
JPL Wealth Management
Colorado
$507K -$102K -1,159 -16%
HI
1403
Hendershot Investments
Virginia
$506K -$87.8K -1,000 -14%
HCM
1404
Howland Capital Management
Massachusetts
$506K +$22K +250 +4%
WA
1405
WPG Advisers
Maryland
$506K -$109K -1,243 -17%
TPWA
1406
Twin Peaks Wealth Advisors
California
$506K -$121K -1,379 -21%
PFS
1407
Physicians Financial Services
North Carolina
$506K +$43.9K +500 +9%
HIA
1408
Harbor Investment Advisory
Maryland
$505K -$52.5K -598 -9%
JWM
1409
JGP Wealth Management
Oregon
$501K -$214K -2,441 -29%
WH
1410
Willner & Heller
California
$501K +$30.3K +345 +6%
NLWP
1411
Next Level Wealth Planning
Idaho
$498K -$57.3K -653 -10%
JWM
1412
Jackson Wealth Management
Florida
$497K -$94.2K -1,073 -15%
NSIM
1413
North Star Investment Management
Illinois
$497K -$47.9K -545 -8%
WFI
1414
West Family Investments
California
$493K +$76.9K +876 +18%
VIA
1415
Victrix Investment Advisors
Florida
$490K -$59K -672 -10%
HCP
1416
Hexagon Capital Partners
Arkansas
$489K -$152K -1,728 -23%
IPW
1417
Impact Partnership Wealth
Georgia
$488K -$238K -2,709 -32%
TCOT
1418
Trust Company of Toledo
Ohio
$484K +$503K +5,732 New
CAAS
1419
Capital Asset Advisory Services
Michigan
$481K +$58.4K +665 +14%
VC
1420
Veracity Capital
Georgia
$480K +$499K +5,687 New
EWM
1421
Elevatus Welath Management
New York
$479K -$37.2K -424 -7%
HR
1422
Howe & Rusling
New York
$478K -$7.9K -90 -2%
SC
1423
Saiph Capital
New Jersey
$476K +$496K +5,645 New
GWM
1424
GSB Wealth Management
Connecticut
$476K -$165K -1,875 -25%
PFU
1425
Parus Finance (UK)
United Kingdom
$476K