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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
FVWA
1601
Foster Victor Wealth Advisors
South Carolina
$912K +$197K +1,289 +24%
CI
1602
CX Institutional
Indiana
$912K +$258K +1,689 +37%
YWM
1603
Yoder Wealth Management
California
$909K +$16.4K +107 +2%
SHGA
1604
Sand Hill Global Advisors
California
$907K +$10.6K +69 +1%
VIA
1605
Victrix Investment Advisors
Florida
$903K -$29.2K -191 -3%
CFG
1606
Certior Financial Group
Pennsylvania
$902K +$6.42K +42 +0.7%
RZH
1607
Relyea Zuckerberg Hanson
Connecticut
$901K +$251K +1,640 +36%
4WM
1608
49 Wealth Management
Texas
$901K +$1.53K +10 +0.2%
MPPLM
1609
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$900K -$800K -5,235 -46%
PEA
1610
Park Edge Advisors
Ohio
$898K +$496K +3,242 +112%
GWM
1611
GDS Wealth Management
Texas
$898K +$938K +6,138 New
CMAI
1612
Capital Management Associates Inc
Minnesota
$897K -$15.6K -102 -2%
SFS
1613
Sharp Financial Services
Pennsylvania
$895K
OC
1614
Opal Capital
Florida
$893K +$61K +399 +7%
BC
1615
Burney Company
Virginia
$888K -$383K -2,502 -29%
KMWM
1616
Keudell/Morrison Wealth Management
Oregon
$887K +$26.9K +176 +3%
GT
1617
Glenview Trust
Kentucky
$886K +$180K +1,177 +24%
JC
1618
JB Capital
Connecticut
$885K -$53.8K -352 -6%
TCIIS
1619
TIAA-CREF Individual & Institutional Services
New York
$879K +$919K +6,010 New
TIM
1620
Titan Investment Management
Indiana
$879K -$787K -5,144 -46%
AWA
1621
AGH Wealth Advisors
Kansas
$878K +$247K +1,613 +37%
SVCP
1622
Silicon Valley Capital Partners
California
$878K +$193K +1,261 +27%
GMF
1623
Grace & Mercy Foundation
New York
$878K +$917K +6,000 New
FFS
1624
Fortress Financial Solutions
Arizona
$874K +$47.6K +311 +5%
EWM
1625
Elevatus Welath Management
New York
$873K -$9.94K -65 -1%