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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
1751
Bradley Foster & Sargent
Connecticut
$570K +$70.7K +518 +12%
BFG
1752
Beacon Financial Group
Texas
$569K -$30.7K -225 -4%
EWM
1753
Endowment Wealth Management
Wisconsin
$568K +$818 +6 +0.1%
TFS
1754
truNorth Financial Services
Pennsylvania
$566K +$5.73K +42 +0.9%
Koshinski Asset Management
1755
Koshinski Asset Management
Illinois
$565K +$126K +920 +23%
IWP
1756
Insight Wealth Partners
Texas
$564K -$2.46K -18 -0.4%
EW
1757
Element Wealth
Mississippi
$564K -$99.3K -728 -13%
TWM
1758
Thrive Wealth Management
Pennsylvania
$563K -$142K -1,043 -18%
CCMG
1759
Clark Capital Management Group
Pennsylvania
$561K -$22.9K -168 -3%
SWMG
1760
Sard Wealth Management Group
Georgia
$560K -$50.5K -370 -7%
WSFS
1761
Wilmington Savings Fund Society
Delaware
$560K +$45.7K +335 +8%
BWA
1762
Blodgett Wealth Advisors
California
$555K +$414K +3,035 +176%
EWM
1763
Edge Wealth Management
New York
$555K – – –
SBFM
1764
S-Bank Fund Management
Finland
$552K +$645K +4,731 New
OHIS
1765
Oak Harvest Investment Services
Texas
$552K -$3.15M -23,067 -83%
VGDSS
1766
VUB Generali dochodkova spravcovska spolocnost
$552K – – –
KFA
1767
Kelleher Financial Advisors
New York
$551K +$339K +2,486 +111%
SB
1768
Simmons Bank
Arkansas
$551K +$644K +4,724 New
SFS
1769
Stiles Financial Services
Minnesota
$551K +$73.1K +536 +13%
VT
1770
Volterra Technologies
New York
$550K -$468K -3,433 -42%
JTWM
1771
Jackson Thornton Wealth Management
Alabama
$549K +$153K +1,119 +31%
TDC
1772
Thompson Davis & Co
Virginia
$548K +$343K +2,512 +115%
MCM
1773
Mattern Capital Management
Colorado
$548K +$9K +66 +1%
ACM
1774
Advance Capital Management
Michigan
$547K -$117K -856 -15%
FWP
1775
Falcon Wealth Planning
California
$547K +$119K +870 +23%