PLTR icon

Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
2076
Bill Few Associates
Pennsylvania
$425K +$83.5K +515 +28%
SP
2077
Stonebrook Private
Michigan
$425K +$88.8K +548 +31%
BAM
2078
BOS Asset Management
Illinois
$424K -$35.7K -220 -9%
FFP
2079
Forbes Financial Planning
Rhode Island
$424K -$22.7K -140 -6%
MAA
2080
Matrix Asset Advisors
New York
$422K +$486 +3 +0.1%
WFAG
2081
Worth Financial Advisory Group
North Carolina
$422K +$5.67K +35 +2%
SGI
2082
Summit Global Investments
Utah
$422K +$81.4K +502 +28%
AA
2083
Aire Advisors
California
$421K +$24.5K +151 +7%
CWA
2084
Centennial Wealth Advisory
Michigan
$420K +$69K +426 +23%
AWP
2085
Abacus Wealth Partners
California
$420K +$58K +358 +18%
SFS
2086
Summit Financial Strategies
Ohio
$419K +$69K +426 +23%
FSBI
2087
Fearless Solutions (Best Invest)
Texas
$418K -$205K -1,266 -36%
ORG
2088
Optimist Retirement Group
Washington
$418K -$61.1K -377 -14%
UAML
2089
US Asset Management LLC
Pennsylvania
$418K +$23.2K +143 +7%
ANBT
2090
American National Bank & Trust
Texas
$417K +$283K +1,747 +324%
PWAM
2091
Private Wealth Asset Management
Iowa
$417K +$2.75K +17 +0.7%
CA
2092
Crewe Advisors
Utah
$417K +$245K +1,514 +197%
DC
2093
DeDora Capital
California
$416K +$46.5K +287 +14%
SVWAG
2094
Sound View Wealth Advisors Group
Georgia
$416K +$66.1K +408 +22%
RCG
2095
Regatta Capital Group
California
$415K +$86.5K +534 +31%
AG
2096
AlTi Global
New York
$415K -$191K -1,179 -34%
PFG
2097
PAX Financial Group
Texas
$414K -$27.2K -168 -7%
CWA
2098
Consilio Wealth Advisors
Washington
$413K +$17.8K +110 +5%
TPWA
2099
Twin Peaks Wealth Advisors
California
$411K -$20.6K -127 -5%
SP
2100
Symmetry Partners
Connecticut
$411K +$107K +662 +42%
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