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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
AssetMark Inc
1801
AssetMark Inc
California
$90.1K +$22K +377 +46%
HBW
1802
Hazlett, Burt & Watson
West Virginia
$89K +$52.4K +900 +327%
CH
1803
Canton Hathaway
Rhode Island
$87K -$207K -3,550 -76%
S
1804
Sachetta
Massachusetts
$86.2K -$4.02K -69 -6%
BIA
1805
Bell Investment Advisors
California
$84.7K -$1.17K -20 -2%
RWM
1806
Rialto Wealth Management
New York
$83.6K +$64.4K +1,106 New
CYG
1807
Clean Yield Group
Vermont
$83.2K -$64.1K -1,100 -50%
AP
1808
Aspect Partners
Virginia
$82.2K +$45.8K +787 +262%
LIS
1809
Legacy Investment Solutions
Idaho
$82.1K +$14K +241 +48%
LWMI
1810
Legacy Wealth Management (Idaho)
Idaho
$82.1K +$14K +241 +48%
CCC
1811
Chelsea Counsel Company
California
$81.3K -$27.7K -475 -31%
RDFA
1812
Ritter Daniher Financial Advisory
Ohio
$80.9K -$6.41K -110 -9%
C
1813
Covestor
United Kingdom
$80K -$10.8K -185 -15%
BOJHT
1814
Bank of Jackson Hole Trust
Wyoming
$79.4K +$61.2K +1,050 New
FRA
1815
Front Row Advisors
California
$78.3K – – –
GKIM
1816
GW&K Investment Management
Massachusetts
$78K +$58.9K +1,011 +6,319%
BMC
1817
Bear Mountain Capital
Washington
$76.1K +$49.6K +852 +761%
IAG
1818
Innovative Advisory Group
Massachusetts
$75.6K +$58.2K +1,000 New
KPP
1819
Kings Path Partners
Texas
$75.6K +$58.2K +1,000 New
MSWA
1820
Marshall & Sterling Wealth Advisors
New York
$74.6K +$57.4K +986 New
PWA
1821
Physician Wealth Advisors
Utah
$73.5K +$56.6K +972 New
CWM
1822
CarsonAllaria Wealth Management
Illinois
$73.4K -$11.4K -196 -17%
VFM
1823
Vision Financial Markets
Connecticut
$73.1K +$56.3K +967 New
GIA
1824
GHP Investment Advisors
Colorado
$72.9K +$2.85K +49 +5%
CSC
1825
Caldwell Sutter Capital
California
$71.5K +$55K +945 New