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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
RWM
1926
Revisor Wealth Management
Ohio
$668K +$727K +4,016 New
DP
1927
DDD Partners
Washington
$668K +$28.4K +157 +4%
VMMC
1928
V.M. Manning & Co
South Carolina
$666K -$46.2K -255 -6%
EI
1929
Ellevest Inc
New York
$665K -$35.3K -195 -5%
WF
1930
Whelan Financial
California
$664K +$28.6K +158 +4%
FPN
1931
Financial Planning Navigators
Minnesota
$664K +$676K +3,733 New
ALC
1932
Alexander Labrunerie & Co
Missouri
$662K +$22.6K +125 +3%
WTFG
1933
Wood Tarver Financial Group
Idaho
$662K – – –
RRA
1934
Red Reef Advisors
Florida
$662K +$674K +3,722 New
MWP
1935
Meriwether Wealth & Planning
Louisiana
$661K -$21.5K -119 -3%
Eastern Bank
1936
Eastern Bank
Massachusetts
$660K +$36.9K +204 +6%
DCM
1937
Dudley Capital Management
Virginia
$659K -$25.3K -140 -4%
MWP
1938
Madison Wealth Partners
Wisconsin
$659K +$122K +675 +22%
PT
1939
Plimoth Trust
Massachusetts
$659K +$671K +3,709 New
WSWA
1940
Warren Street Wealth Advisors
California
$659K -$129K -710 -16%
CIS
1941
Continental Investors Services
Washington
$659K +$66.1K +365 +9%
AWM
1942
Adams Wealth Management
Utah
$658K -$90.5K -500 -12%
CI
1943
CacheTech Inc
Utah
$658K -$90.5K -500 -12%
Bailard
1944
Bailard
California
$658K -$184K -1,017 -22%
GCP
1945
GSA Capital Partners
United Kingdom
$655K +$17K +94 +3%
AW
1946
Alchemi Wealth
Connecticut
$654K +$666K +3,679 New
UWS
1947
Unique Wealth Strategies
Illinois
$653K -$916K -5,059 -58%
EV
1948
EJMK Ventures
Illinois
$652K +$664K +3,669 New
CCM
1949
Cohen Capital Management
California
$652K – – –
GA
1950
Greenspring Advisors
Maryland
$652K +$664K +3,667 New