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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
IWM
176
IHT Wealth Management
Illinois
$609K -$17.4K -971 -4%
UR
177
USCA RIA
Texas
$603K +$193K +10,780 +73%
PA
178
Pinnacle Associates
New York
$603K +$458K +25,620 New
BCA
179
Biltmore Capital Advisors
New Jersey
$597K +$453K +25,350 New
CWM
180
Centric Wealth Management
Illinois
$591K +$449K +25,100 New
GW
181
GW & Wade
Massachusetts
$578K +$439K +24,530 New
CLOS
182
Compagnie Lombard Odier SCmA
Switzerland
$574K +$436K +24,350 New
CRWM
183
Castle Rock Wealth Management
California
$572K +$314K +17,572 New
RG
184
Rathbones Group
United Kingdom
$571K +$434K +24,250 New
ACP
185
Aveo Capital Partners
Colorado
$565K +$429K +24,000 New
QT
186
Quantbot Technologies
New York
$563K +$428K +23,926 New
HIA
187
Harbor Investment Advisory
Maryland
$560K +$426K +23,800 New
YIH
188
Y-Intercept (HK)
Hong Kong
$553K +$394K +22,036 New
Financial Engines Advisors
189
Financial Engines Advisors
California
$546K +$43.9K +2,452 +12%
Carson Wealth (CWM LLC)
190
Carson Wealth (CWM LLC)
Nebraska
$544K
BAAM
191
Baker Avenue Asset Management
California
$544K +$413K +23,105 New
CA
192
Claro Advisors
Massachusetts
$539K +$10.3K +573 +3%
US Bancorp
193
US Bancorp
Minnesota
$534K +$382K +21,342 +1,601%
PAG
194
Private Advisor Group
New Jersey
$532K -$195K -10,879 -32%
GI
195
GAMCO Investors
Connecticut
$530K +$179K +10,000 +80%
PGWM
196
Parisi Gray Wealth Management
New Jersey
$518K +$17.9K +1,000 +5%
Invesco
197
Invesco
Georgia
$517K +$393K +21,965 New
UCFA
198
United Capital Financial Advisors
Texas
$513K +$390K +21,784 New
NFG
199
Next Financial Group
Texas
$500K +$278K +15,564 +274%
ZIG
200
Zuckerman Investment Group
Illinois
$491K -$74.2K -4,150 -17%