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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
PDL
1876
Portfolio Design Labs
California
$209K +$217K +2,474 New
Optiver Holding
1877
Optiver Holding
Netherlands
$208K -$76.1K -867 -26%
LWM
1878
Lyell Wealth Management
California
$207K +$215K +2,450 New
CAM
1879
Columbia Asset Management
Michigan
$206K -$36K -410 -14%
DP
1880
Dearborn Partners
Illinois
$206K +$214K +2,439 New
MCA
1881
Martin Capital Advisors
Texas
$206K +$214K +2,438 New
AWA
1882
Aletheian Wealth Advisors
Washington
$205K +$214K +2,433 New
AWA
1883
Alta Wealth Advisors
Massachusetts
$205K +$213K +2,426 New
BIA
1884
BHK Investment Advisors
Alabama
$205K +$213K +2,425 New
SWIM
1885
Smallwood Wealth Investment Management
New Jersey
$205K +$213K +2,425 New
APW
1886
Aventura Private Wealth
Florida
$205K +$173K +1,975 +441%
AFG
1887
Albion Financial Group
Utah
$204K +$211K +2,407 +17,193%
MWA
1888
Medallion Wealth Advisors
Connecticut
$204K +$49.6K +565 +31%
FFG
1889
Frisch Financial Group
New York
$204K -$37.3K -425 -15%
WA
1890
Wealthstar Advisors
Texas
$204K +$212K +2,416 New
FI
1891
Finivi Inc
Massachusetts
$204K +$212K +2,415 New
SA
1892
Scarborough Advisors
Maryland
$203K +$212K +2,410 New
SWM
1893
Scissortail Wealth Management
Oklahoma
$202K +$210K +2,397 New
RCM
1894
Raleigh Capital Management
North Carolina
$201K -$177K -2,019 -46%
CAL
1895
Capital Advisors Ltd
Ohio
$201K +$21.3K +243 +11%
BF
1896
Baring Financial
Washington
$201K +$209K +2,379 New
CGH
1897
CMG Global Holdings
Texas
$200K -$65.4K -745 -29%
FP
1898
Financial Perspectives
Minnesota
$200K
NG
1899
Novem Group
New York
$199K +$208K +2,363 New
FMII
1900
Farmers & Merchants Investments Inc
Nebraska
$197K -$703 -8 -0.3%