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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
OWMIAS
1701
One Wealth Management Investment & Advisory Services
Florida
$769K -$4.13K -27 -0.5%
AA
1702
Apriem Advisors
California
$769K +$65K +425 +9%
MW
1703
MBL Wealth
North Carolina
$768K +$68K +445 +9%
CA
1704
Cornerstone Advisory
Maryland
$767K +$58.7K +384 +8%
SM
1705
Sweeney & Michel
California
$766K – – –
GC
1706
Gullane Capital
Tennessee
$765K – – –
SRA
1707
Secured Retirement Advisors
Minnesota
$765K +$294K +1,925 +58%
NF
1708
NavPoint Financial
Minnesota
$764K – – –
NG
1709
Navigation Group
California
$763K +$798K +5,216 New
LA
1710
Latitude Advisors
Florida
$763K -$10.7K -70 -1%
DWM
1711
Dakota Wealth Management
Florida
$762K -$1.11M -7,266 -58%
CNBT
1712
Cornerstone National Bank & Trust
Illinois
$761K +$12.2K +80 +2%
ACA
1713
Affinity Capital Advisors
California
$761K +$6.27K +41 +0.8%
F4L
1714
Fortune 45 LLC
Louisiana
$760K +$794K +5,194 New
GWM
1715
GSB Wealth Management
Connecticut
$759K -$129K -844 -14%
FS
1716
Financially Speaking
Colorado
$757K -$280K -1,830 -26%
HCP
1717
Hexagon Capital Partners
Arkansas
$757K +$791K +5,175 New
SWMG
1718
Sard Wealth Management Group
Georgia
$756K -$1.83K -12 -0.2%
AIA
1719
AIMZ Investment Advisors
California
$755K +$9.79K +64 +1%
SWMP
1720
Signature Wealth Management Partners
New Jersey
$754K +$40.5K +265 +5%
CIM
1721
Cambria Investment Management
California
$753K -$62.4K -408 -7%
CWA
1722
Consilium Wealth Advisory
Texas
$752K -$15.7K -103 -2%
DWG
1723
Darden Wealth Group
Michigan
$751K +$31.3K +205 +4%
AWM
1724
Activest Wealth Management
Florida
$751K -$55.7K -364 -7%
SW
1725
SMART Wealth
Nebraska
$749K -$2.16M -14,101 -73%
67 68
69
70 71