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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
IJWM
1401
Inman Jager Wealth Management
Mississippi
$1.53M +$44.4K +245 +3%
CIAS
1402
CFS Investment Advisory Services
New Jersey
$1.53M -$29.5K -163 -2%
IPWA
1403
International Private Wealth Advisors
California
$1.53M +$476K +2,631 +44%
FDS
1404
First Dallas Securities
Texas
$1.52M +$65K +359 +4%
Burney Company
1405
Burney Company
Virginia
$1.52M +$210K +1,160 +16%
TWP
1406
Triad Wealth Partners
Kansas
$1.52M +$655K +3,616 +73%
VH
1407
Visionary Horizons
Tennessee
$1.52M -$170K -937 -10%
AFWM
1408
Arta Finance Wealth Management
California
$1.51M +$1.54M +8,518 New
MUAMU
1409
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.51M +$1.54M +8,500 New
BFA
1410
Beacon Financial Advisory
Ohio
$1.51M +$38.4K +212 +3%
CCMW
1411
Cypress Capital Management (Wyoming)
Wyoming
$1.51M – – –
BWM
1412
Braeburn Wealth Management
Michigan
$1.5M +$1.53M +8,442 New
RA
1413
Rational Advisors
New York
$1.5M +$400K +2,210 +35%
KFP
1414
Kerr Financial Planning
California
$1.5M – – –
SG
1415
Sienna Gestion
France
$1.5M +$647K +3,573 +75%
FAM
1416
Formidable Asset Management
Ohio
$1.49M -$36.2K -200 -2%
DWM
1417
Drive Wealth Management
Utah
$1.49M +$360K +1,990 +31%
HTWM
1418
Hartmann Taylor Wealth Management
Texas
$1.48M – – –
Waldron Private Wealth
1419
Waldron Private Wealth
Pennsylvania
$1.48M +$1.28M +7,069 +557%
JCM
1420
Jacobi Capital Management
Pennsylvania
$1.48M -$206K -1,140 -12%
VCM
1421
Versant Capital Management
Arizona
$1.48M +$45.1K +249 +3%
CW
1422
Curio Wealth
Maryland
$1.48M +$1.38M +7,610 New
FAL
1423
Focused Alpha LLC
Colorado
$1.48M +$1.5M +8,313 New
SIA
1424
Strategic Investment Advisors
Michigan
$1.48M +$870K +4,804 +137%
AWM
1425
Avondale Wealth Management
Texas
$1.48M -$181K -1,000 -11%