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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
VFPW
1926
Vantage Financial Partners (Wisconsin)
Wisconsin
$528K +$469K +2,895 New
HSWM
1927
Hubbell Strickland Wealth Management
Louisiana
$527K
PHS
1928
Pekin Hardy Strauss
Illinois
$527K -$69.2K -427 -13%
CWM
1929
Connecticut Wealth Management
Connecticut
$526K +$9.08K +56 +2%
SWA
1930
SOA Wealth Advisors
New York
$526K +$115K +708 +33%
BFWA
1931
Benchmark Financial Wealth Advisors
Florida
$526K -$126K -776 -21%
BWG
1932
Boomfish Wealth Group
Georgia
$525K +$16.2K +100 +4%
SB
1933
Sunflower Bank
Texas
$525K -$5.02K -31 -1%
FSA
1934
Financial Security Advisor
Virginia
$523K -$28.7K -177 -6%
CB
1935
Chris Bulman
California
$522K +$18.5K +114 +4%
BW
1936
BostonPremier Wealth
Massachusetts
$522K -$4.7K -29 -1%
OWM
1937
Opes Wealth Management
California
$522K +$29K +179 +7%
GWP
1938
Gen-Wealth Partners
Michigan
$521K -$373K -2,301 -45%
FHC
1939
First Heartland Consultants
Missouri
$521K +$52.5K +324 +13%
BFC
1940
Blue Fin Capital
Rhode Island
$520K +$6.81K +42 +1%
SIMG
1941
Stephens Investment Management Group
Texas
$518K -$226K -1,392 -33%
IF
1942
IRON Financial
Illinois
$518K -$14.1K -87 -3%
RRA
1943
Round Rock Advisors
Connecticut
$518K -$5.35K -33 -1%
HWA
1944
Heartwood Wealth Advisors
Virginia
$517K +$459K +2,835 New
SI
1945
Severin Investments
Missouri
$516K -$252K -1,552 -35%
SP
1946
SIH Partners
Delaware
$515K +$458K +2,823 New
AHL
1947
Abel Hall LLC
Louisiana
$515K +$11.5K +71 +3%
OWA
1948
Outlook Wealth Advisors
Texas
$514K +$84.4K +521 +23%
SFWC
1949
Strategic Family Wealth Counselors
New Jersey
$513K -$21.7K -134 -5%
MCCA
1950
Mill Creek Capital Advisors
Pennsylvania
$513K +$217K +1,342 +91%