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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
JWM
1701
Jackson Wealth Management
Florida
$559K -$210K -1,789 -30%
FWM
1702
Fonville Wealth Management
Virginia
$559K – – –
NRI
1703
NFP Retirement Inc
California
$557K -$9.38K -80 -2%
WRPWM
1704
Werba Rubin Papier Wealth Management
California
$557K +$166K +1,415 +53%
WJWM
1705
Williams Jones Wealth Management
New York
$556K +$16K +136 +3%
WCM
1706
Weaver Capital Management
Georgia
$556K +$478K +4,075 New
DIM
1707
Delta Investment Management
California
$554K -$76.2K -650 -14%
LIA
1708
Lynx Investment Advisory
District of Columbia
$553K +$3.52K +30 +0.7%
OP
1709
Oslo Pensjonsforsikring
$552K +$124K +1,059 +35%
TFIPS
1710
Towarzystwo Funduszy Inwestycyjnych PZU SA
$552K +$61K +520 +15%
I
1711
InceptionR
California
$552K +$475K +4,046 New
IWS
1712
Integrity Wealth Solutions
Colorado
$551K -$14K -119 -3%
TWM
1713
Triton Wealth Management
Arizona
$549K +$416K +3,548 New
CCM
1714
Conway Capital Management
California
$549K +$114K +970 +32%
AWA
1715
AGH Wealth Advisors
Kansas
$548K +$84.8K +723 +22%
CFO
1716
CVA Family Office
Colorado
$548K +$101K +862 +27%
DW30
1717
Drucker Wealth 3.0
New Jersey
$547K +$135K +1,151 +43%
JWM
1718
JFG Wealth Management
Colorado
$547K – – –
FFA
1719
Founders Financial Alliance
North Carolina
$547K +$19.2K +164 +4%
TF
1720
Telligent Fund
Hong Kong
$545K +$469K +4,000 New
JWWM
1721
Johnson & White Wealth Management
Pennsylvania
$545K – – –
IBOK
1722
Independence Bank of Kentucky
Kentucky
$545K -$69.1K -589 -13%
RWM
1723
RKL Wealth Management
Pennsylvania
$544K -$182K -1,550 -28%
IWA
1724
Icon Wealth Advisors
Texas
$543K -$90.4K -771 -16%
KCP
1725
Kera Capital Partners
California
$540K +$130K +1,111 +39%