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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
BHBT
1751
Burke & Herbert Bank & Trust
Virginia
$725K -$1.53K -10 -0.2%
BWM
1752
Bernicke Wealth Management
Wisconsin
$724K -$12.1K -79 -2%
CWG
1753
Crown Wealth Group
North Carolina
$723K +$147K +964 +24%
BCM
1754
Blume Capital Management
California
$722K +$3.82K +25 +0.5%
SAM
1755
Silvercrest Asset Management
New York
$721K -$119K -780 -14%
CQWA
1756
Chokshi & Queen Wealth Advisors
California
$721K +$31.6K +207 +4%
EWS
1757
Evergreen Wealth Solutions
Pennsylvania
$720K +$12.1K +79 +2%
JAG
1758
Journey Advisory Group
Kentucky
$720K -$179K -1,169 -19%
FAN
1759
Financial Advisors Network
California
$719K +$33K +216 +5%
NAG
1760
Northstar Advisory Group
New Jersey
$718K -$569K -3,722 -43%
TFGT
1761
TS Financial Group (TSFG)
Illinois
$716K -$205K -1,344 -22%
AP
1762
Anchyra Partners
Georgia
$716K +$86.7K +567 +13%
BBA
1763
BLB&B Advisors
Pennsylvania
$713K -$23.7K -155 -3%
PIA
1764
Pinion Investment Advisors
Kansas
$713K -$18.5K -121 -2%
VSQM
1765
V-Square Quantitative Management
Illinois
$713K +$47.4K +310 +7%
MCA
1766
MSH Capital Advisors
Arizona
$712K +$71.3K +466 +11%
WIM
1767
Wiregrass Investment Management
Georgia
$712K +$80K +523 +12%
OAM
1768
Occidental Asset Management
California
$712K +$195K +1,273 +35%
EWM
1769
Endowment Wealth Management
Wisconsin
$711K -$67.7K -443 -8%
IWP
1770
Insight Wealth Partners
Texas
$710K -$56.3K -368 -7%
ATS
1771
Ashton Thomas Securities
New York
$706K +$48.6K +318 +7%
OPWM
1772
Oxinas Partners Wealth Management
Indiana
$704K +$309K +2,019 +72%
TFS
1773
truNorth Financial Services
Pennsylvania
$703K
TW
1774
TritonPoint Wealth
Maryland
$703K +$38.1K +249 +5%
CFS
1775
Commonwealth Financial Services
West Virginia
$703K +$93.7K +613 +15%