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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
EC
1751
EdgeRock Capital
Colorado
$704K -$183K -1,129 -23%
WRPWM
1752
Werba Rubin Papier Wealth Management
California
$702K -$38.2K -236 -6%
DCM
1753
Dudley Capital Management
Virginia
$702K +$4.05K +25 +0.7%
MWP
1754
Meriwether Wealth & Planning
Louisiana
$700K +$23.8K +147 +4%
IWA
1755
IVC Wealth Advisors
Pennsylvania
$699K +$25.3K +156 +4%
HR
1756
Howe & Rusling
New York
$699K -$89K -549 -13%
ZF
1757
Zhang Financial
Michigan
$697K +$619K +3,822 New
JCM
1758
Jacobsen Capital Management
Utah
$696K -$62.9K -388 -9%
FP
1759
Fiduciary Planning
Florida
$696K -$136K -839 -18%
JWM
1760
Jackson Wealth Management
Florida
$692K -$49.1K -303 -7%
CCM
1761
Conway Capital Management
California
$689K -$40.5K -250 -6%
SFS
1762
Stiles Financial Services
Minnesota
$684K +$98.2K +606 +19%
FPGK
1763
Financial Partners Group (Kansas)
Kansas
$681K +$81.8K +505 +16%
WTFG
1764
Wood Tarver Financial Group
Idaho
$680K +$2.27K +14 +0.4%
OCM
1765
One Capital Management
California
$678K +$27.2K +168 +5%
MNBTD
1766
Moody National Bank Trust Division
Texas
$678K +$60.5K +373 +11%
NRC
1767
New Republic Capital
North Carolina
$677K +$86.9K +536 +17%
PWP
1768
Precedent Wealth Partners
Texas
$676K +$163K +1,008 +37%
CAC
1769
Certified Advisory Corp
Florida
$675K +$141K +871 +31%
WC
1770
Westerkirk Capital
$675K -$600K -3,700 -50%
TW
1771
Traveka Wealth
California
$674K +$9.24K +57 +2%
RCM
1772
Requisite Capital Management
Texas
$672K +$597K +3,685 New
FIA
1773
FNY Investment Advisers
New York
$671K +$596K +3,679 New
CWG
1774
Crown Wealth Group
North Carolina
$669K -$31.6K -195 -5%
LFGO
1775
Legacy Financial Group (Oklahoma)
Oklahoma
$669K – – –
69 70
71
72 73