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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2051
Outlook Wealth Advisors
Texas
$559K +$60.1K +332 +12%
PMG
2052
ProVise Management Group
Florida
$559K +$3.62K +20 +0.6%
JF
2053
JMN Financial
Ohio
$558K +$569K +3,142 New
FPGK
2054
Financial Partners Group (Kansas)
Kansas
$557K +$12.3K +68 +2%
TA
2055
TFB Advisors
Kansas
$556K +$230K +1,268 +68%
AC
2056
Avant Capital
Louisiana
$555K +$9.78K +54 +2%
AG
2057
AmeriFlex Group
Nevada
$555K -$593K -3,278 -51%
Handelsbanken Fonder
2058
Handelsbanken Fonder
Sweden
$552K +$562K +3,106 New
AWM
2059
Aviso Wealth Management
Washington
$552K +$562K +3,103 New
HI
2060
Hendershot Investments
Virginia
$551K -$72.4K -400 -11%
CCA
2061
Cooper Capital Advisors
California
$550K +$7.24K +40 +1%
FSA
2062
Fort Sheridan Advisors
Illinois
$550K -$13.6K -75 -2%
SIC
2063
Sigma Investment Counselors
Michigan
$550K +$3.62K +20 +0.7%
DJSG
2064
D.J. St. Germain
Massachusetts
$549K -$157K -869 -22%
CWA
2065
Centennial Wealth Advisory
Michigan
$547K +$140K +775 +34%
SP
2066
Symmetry Partners
Connecticut
$547K +$149K +822 +36%
QA
2067
Quattro Advisors
Pennsylvania
$542K +$552K +3,047 New
E
2068
Evansbrook
Illinois
$540K +$550K +3,036 New
SFG
2069
Southern Financial Group
Alabama
$538K +$548K +3,026 New
OPWM
2070
Oakwell Private Wealth Management
Texas
$537K -$94.9K -524 -15%
EAM
2071
Evanson Asset Management
California
$537K +$47.8K +264 +10%
IIC
2072
Integrated Investment Consultants
Michigan
$537K +$2.9K +16 +0.5%
BWM
2073
BlackDiamond Wealth Management
New York
$537K +$112K +621 +20%
PCG
2074
PFC Capital Group
California
$535K – – –
FCM
2075
Fairbanks Capital Management
California
$533K – – –