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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
FZCM
1951
Flynn Zito Capital Management
New York
$368K
FIC
1952
Family Investment Center
Missouri
$368K +$317K +2,699 New
HFS
1953
Hoge Financial Services
Pennsylvania
$368K +$317K +2,699 New
PWP
1954
Precedent Wealth Partners
Texas
$368K +$317K +2,699 New
SA
1955
Scarborough Advisors
Maryland
$368K +$33.5K +286 +12%
CWIG
1956
Chung Wu Investment Group
Texas
$365K -$93.8K -800 -23%
OWM
1957
Opes Wealth Management
California
$365K -$586 -5 -0.2%
BWM
1958
Bernard Wealth Management
Michigan
$365K
AGC
1959
Aspen Grove Capital
Colorado
$365K +$314K +2,679 New
SGAM
1960
Smith Group Asset Management
Texas
$364K -$258K -2,200 -45%
ORG
1961
Optimist Retirement Group
Washington
$364K -$46.9K -400 -13%
WA
1962
Wealthstar Advisors
Texas
$363K +$29.3K +250 +10%
ATC
1963
Argent Trust Co
Tennessee
$362K +$7.15K +61 +2%
OWM
1964
OneAscent Wealth Management
Alabama
$362K -$234K -1,999 -43%
SEP
1965
Southland Equity Partners
Missouri
$361K +$311K +2,649 New
DWM
1966
DecisionMap Wealth Management
Virginia
$361K -$76.8K -655 -20%
PPWM
1967
Paragon Private Wealth Management
Kentucky
$361K +$15.7K +134 +5%
RMAM
1968
Raab & Moskowitz Asset Management
New Jersey
$359K +$9.5K +81 +3%
CCG
1969
Catalina Capital Group
California
$357K -$103K -877 -25%
VI
1970
Versor Investments
New York
$356K +$306K +2,612 New
BFA
1971
Beaumont Financial Advisors
Massachusetts
$356K +$306K +2,609 New
GWAG
1972
Garrett Wealth Advisory Group
Texas
$355K -$53.5K -456 -15%
WP
1973
Westmount Partners
California
$355K +$305K +2,602 New
MPCG
1974
Matrix Private Capital Group
New York
$354K -$46.9K -400 -13%
CCG
1975
Chatham Capital Group
Georgia
$354K