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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
CHAM
1451
Clear Harbor Asset Management
Connecticut
$922K +$93.3K +684 +9%
PE
1452
PCM Encore
Colorado
$917K -$324K -2,373 -23%
BDF
1453
Black Diamond Financial
Maryland
$916K -$36.4K -267 -3%
HWAM
1454
Hennion & Walsh Asset Management
New Jersey
$914K +$215K +1,574 +25%
SWM
1455
SHP Wealth Management
Massachusetts
$910K -$4.64K -34 -0.4%
EWS
1456
Evergreen Wealth Solutions
Pennsylvania
$909K +$21K +154 +3%
LA
1457
LVW Advisors
New York
$909K -$59.9K -439 -5%
LSIA
1458
LaSalle St. Investment Advisors
Illinois
$908K -$187K -1,370 -15%
FFA
1459
First Foundation Advisors
California
$906K +$132K +967 +14%
ONB
1460
Old National Bancorp
Indiana
$906K -$332K -2,434 -24%
CIAS
1461
CFS Investment Advisory Services
New Jersey
$904K -$227K -1,662 -19%
BB
1462
Bell Bank
North Dakota
$902K +$8.87K +65 +0.8%
FWI
1463
Facet Wealth Inc
Maryland
$896K -$7.09K -52 -0.7%
CCMW
1464
Cypress Capital Management (Wyoming)
Wyoming
$896K -$94.4K -692 -8%
SP
1465
SmartHarvest Portfolios
Washington
$895K -$676K -4,959 -39%
GC
1466
Gilbert & Cook
Iowa
$895K -$8.87K -65 -0.8%
AIC
1467
Archer Investment Corporation
Indiana
$892K +$146K +1,072 +16%
KFAS
1468
Keating Financial Advisory Services
Kansas
$891K +$8.32K +61 +0.8%
CW
1469
Curio Wealth
Maryland
$889K -$273 -2 -0%
CWG
1470
Cornerstone Wealth Group
North Carolina
$888K +$59.2K +434 +6%
CPWL
1471
Coquina Private Wealth LLC
Florida
$885K – – –
Betterment LLC
1472
Betterment LLC
New York
$884K +$299K +2,191 +41%
GFPC
1473
Global Financial Private Client
Florida
$883K +$302K +2,213 +41%
MLL
1474
Moody Lynn & Lieberson
Massachusetts
$880K +$116K +851 +13%
UAS
1475
United Asset Strategies
New York
$880K +$90.6K +664 +10%