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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
CS
1476
Candriam SCA
Luxembourg
$880K -$1.5K -11 -0.1%
EFG
1477
Ethos Financial Group
Pennsylvania
$879K +$254K +1,862 +35%
RC
1478
Roundview Capital
New Jersey
$878K -$27.4K -201 -3%
AO
1479
Advisor OS
Illinois
$875K -$46.5K -341 -4%
CSW
1480
Cogent Strategic Wealth
Illinois
$875K -$70.5K -517 -6%
JBC
1481
Jefferson Bridge Capital
Tennessee
$868K – – –
BCM
1482
Becker Capital Management
Oregon
$867K -$164K -1,205 -14%
OC
1483
Opal Capital
Florida
$862K +$175K +1,281 +21%
LWAM
1484
Legacy Wealth Asset Management
Minnesota
$862K +$11.5K +84 +1%
CH
1485
Cromwell Holdings
Wyoming
$862K +$64.4K +472 +7%
CIS
1486
Continental Investors Services
Washington
$861K +$74.8K +548 +11%
RCA
1487
Resonant Capital Advisors
Wisconsin
$860K -$25.4K -186 -2%
KCM
1488
Kathmere Capital Management
Pennsylvania
$859K +$45.7K +335 +5%
EW
1489
Expressive Wealth
Illinois
$858K +$8.73K +64 +0.9%
SMC
1490
Smith, Moore & Co
Missouri
$854K +$83.6K +613 +9%
AWM
1491
Abound Wealth Management
Tennessee
$852K -$138K -1,015 -12%
GWM
1492
Greenline Wealth Management
Florida
$851K +$26.5K +194 +3%
S
1493
SharpePoint
Arizona
$850K +$29.7K +218 +3%
FVWA
1494
Foster Victor Wealth Advisors
South Carolina
$848K -$51.8K -380 -6%
TP
1495
TritonPoint Partners
Maryland
$843K +$485K +3,552 +97%
BA
1496
Bridgewater Advisors
New York
$842K +$8.05K +59 +0.9%
PWM
1497
Peterson Wealth Management
Nevada
$841K +$983K +7,205 New
CG
1498
CFO4Life Group
Texas
$840K +$110K +805 +13%
WCA
1499
Westover Capital Advisors
Delaware
$840K -$6.82K -50 -0.7%
CIC
1500
Chase Investment Counsel
Virginia
$840K – – –