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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
Mount Yale Investment Advisors
1676
Mount Yale Investment Advisors
Colorado
$786K +$197K +1,215 +39%
Bradley Foster & Sargent
1677
Bradley Foster & Sargent
Connecticut
$785K +$63.5K +392 +10%
CWS
1678
Cypress Wealth Services
California
$784K +$95.3K +588 +16%
CFS
1679
Commonwealth Financial Services
West Virginia
$783K -$27.9K -172 -4%
IIC
1680
Ironwood Investment Counsel
Arizona
$783K -$4.86K -30 -0.7%
VWS
1681
Virtus Wealth Solutions
New Jersey
$782K -$3.13M -19,284 -82%
WAM
1682
Worth Asset Management
Texas
$781K +$216K +1,333 +45%
GFPC
1683
Global Financial Private Client
Florida
$777K +$5.19K +32 +0.8%
TWA
1684
Trellis Wealth Advisors
California
$774K – – –
TPWA
1685
TRUE Private Wealth Advisors
Oregon
$773K +$149K +919 +28%
HWA
1686
HCR Wealth Advisors
California
$771K +$161K +996 +32%
NF
1687
Nikulski Financial
Iowa
$767K +$682K +4,207 New
AWM
1688
Adams Wealth Management
Utah
$767K -$684K -4,223 -50%
CI
1689
CacheTech Inc
Utah
$767K -$684K -4,223 -50%
PFW
1690
Petros Family Wealth
Minnesota
$767K -$60.6K -374 -8%
SWM
1691
Seed Wealth Management
Illinois
$766K -$2.37M -14,613 -78%
FWM
1692
Fonville Wealth Management
Virginia
$766K +$16.2K +100 +2%
FAN
1693
Financial Advisors Network
California
$766K +$50.7K +313 +8%
LOIM
1694
Liberty One Investment Management
Illinois
$766K +$220K +1,356 +48%
BIG
1695
Builder Investment Group
Georgia
$766K -$137K -847 -17%
TCM
1696
Telos Capital Management
California
$765K -$31K -191 -4%
FDP
1697
Financiere des Professionnels
Quebec, Canada
$765K +$679K +4,192 New
JWA
1698
JFS Wealth Advisors
Pennsylvania
$764K +$3.24K +20 +0.5%
WCP
1699
Wealthcare Capital Partners
Pennsylvania
$763K -$27.2K -168 -4%
IWA
1700
Icon Wealth Advisors
Texas
$761K +$30.8K +190 +5%