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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
PVM
1726
Palogic Value Management
Texas
$583K +$682K +5,000 New
MCA
1727
MSH Capital Advisors
Arizona
$583K +$17.2K +126 +3%
WFI
1728
West Family Investments
California
$582K -$211K -1,550 -24%
FBC
1729
Fairfield, Bush & Co
Connecticut
$582K +$98.9K +725 +17%
CKAIS
1730
Christensen King & Associates Investment Services
Washington
$579K
WA
1731
Wealth Alliance
New York
$578K -$78K -572 -10%
FWCM
1732
Ferguson Wellman Capital Management
Oregon
$578K +$676K +4,953 New
GGS
1733
Galvin Gaustad & Stein
Arizona
$577K +$675K +4,946 New
SIS
1734
Strategic Investment Solutions
Illinois
$576K -$265K -1,940 -28%
WIM
1735
Westside Investment Management
California
$576K +$149K +1,090 +28%
SAM
1736
Silvercrest Asset Management
New York
$575K
TFGT
1737
TS Financial Group (TSFG)
Illinois
$575K +$4.77K +35 +0.7%
IDA
1738
Intelligence Driven Advisers
California
$575K -$117K -858 -15%
FSAG
1739
Financial Solutions Advisory Group
Illinois
$573K +$40K +293 +7%
BFS
1740
Bradley Foster & Sargent
Connecticut
$570K +$70.7K +518 +12%
BFG
1741
Beacon Financial Group
Texas
$569K -$30.7K -225 -4%
EWM
1742
Endowment Wealth Management
Wisconsin
$568K +$818 +6 +0.1%
TFS
1743
truNorth Financial Services
Pennsylvania
$566K +$5.73K +42 +0.9%
Koshinski Asset Management
1744
Koshinski Asset Management
Illinois
$565K +$126K +920 +23%
IWP
1745
Insight Wealth Partners
Texas
$564K -$2.46K -18 -0.4%
EW
1746
Element Wealth
Mississippi
$564K -$99.3K -728 -13%
TWM
1747
Thrive Wealth Management
Pennsylvania
$563K -$142K -1,043 -18%
CCMG
1748
Clark Capital Management Group
Pennsylvania
$561K -$22.9K -168 -3%
SWMG
1749
Sard Wealth Management Group
Georgia
$560K -$50.5K -370 -7%
WSFS
1750
Wilmington Savings Fund Society
Delaware
$560K +$45.7K +335 +8%