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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
OPWM
1676
Oakwell Private Wealth Management
Texas
$227K +$175K +3,000 New
SI
1677
Stonekeep Investments
New Mexico
$226K +$174K +2,989 New
Fayez Sarofim & Co
1678
Fayez Sarofim & Co
Texas
$226K +$174K +2,988 New
WFA
1679
WMG Financial Advisors
Tennessee
$225K +$174K +2,981 New
APP
1680
Avantax Planning Partners
Iowa
$225K +$174K +2,980 New
JF
1681
Joule Financial
Kentucky
$225K -$370K -6,351 -68%
RCA
1682
Riverview Capital Advisers
Massachusetts
$225K +$173K +2,974 New
DBRC
1683
D.B. Root & Company
Pennsylvania
$225K +$173K +2,973 New
ICP
1684
Impact Capital Partners
Colorado
$224K +$173K +2,968 New
TPWA
1685
TRUE Private Wealth Advisors
Oregon
$224K +$172K +2,956 New
LTI
1686
Laffer Tengler Investments
Tennessee
$223K -$1.28M -22,045 -88%
CVA
1687
Central Valley Advisors
California
$223K +$172K +2,949 New
JF
1688
JSF Financial
California
$223K +$172K +2,946 New
NIWA
1689
New Insight Wealth Advisors
California
$223K +$171K +2,943 New
SWMG
1690
Sard Wealth Management Group
Georgia
$222K +$171K +2,940 New
RBFC
1691
Roman Butler Fullerton & Co
Missouri
$222K +$171K +2,941 New
SEIA
1692
Signature Estate & Investment Advisors
California
$222K +$171K +2,931 New
HWA
1693
HMV Wealth Advisors
Louisiana
$221K +$171K +2,928 New
PJWM
1694
Philip James Wealth Mangement
Georgia
$221K +$170K +2,925 New
AI
1695
Accredited Investors
Minnesota
$221K +$170K +2,923 New
OC
1696
Oarsman Capital
Wisconsin
$220K -$26K -446 -13%
NWM
1697
Northwest Wealth Management
Iowa
$219K +$169K +2,897 New
HB
1698
HTLF Bank
Colorado
$219K +$169K +2,894 New
EDRH
1699
Edmond de Rothschild Holding
Switzerland
$219K -$393K -6,745 -70%
HVP
1700
Hudson Value Partners
Florida
$219K +$168K +2,889 New