We are live on ! Find out more
PLTR icon

Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
BAM
2076
BOS Asset Management
Illinois
$424K -$35.7K -220 -9%
FFP
2077
Forbes Financial Planning
Rhode Island
$424K -$22.7K -140 -6%
MAA
2078
Matrix Asset Advisors
New York
$422K +$486 +3 +0.1%
WFAG
2079
Worth Financial Advisory Group
North Carolina
$422K +$5.67K +35 +2%
SGI
2080
Summit Global Investments
Utah
$422K +$81.4K +502 +28%
AA
2081
Aire Advisors
California
$421K +$24.5K +151 +7%
CWA
2082
Centennial Wealth Advisory
Michigan
$420K +$69K +426 +23%
AWP
2083
Abacus Wealth Partners
California
$420K +$58K +358 +18%
SFS
2084
Summit Financial Strategies
Ohio
$419K +$69K +426 +23%
FSBI
2085
Fearless Solutions (Best Invest)
Texas
$418K -$205K -1,266 -36%
ORG
2086
Optimist Retirement Group
Washington
$418K -$61.1K -377 -14%
UAML
2087
US Asset Management LLC
Pennsylvania
$418K +$23.2K +143 +7%
ANBT
2088
American National Bank & Trust
Texas
$417K +$283K +1,747 +324%
PWAM
2089
Private Wealth Asset Management
Iowa
$417K +$2.75K +17 +0.7%
CA
2090
Crewe Advisors
Utah
$417K +$245K +1,514 +197%
DC
2091
DeDora Capital
California
$416K +$46.5K +287 +14%
SVWAG
2092
Sound View Wealth Advisors Group
Georgia
$416K +$66.1K +408 +22%
RCG
2093
Regatta Capital Group
California
$415K +$86.5K +534 +31%
AG
2094
AlTi Global
New York
$415K -$191K -1,179 -34%
PFG
2095
PAX Financial Group
Texas
$414K -$27.2K -168 -7%
CWA
2096
Consilio Wealth Advisors
Washington
$413K +$17.8K +110 +5%
TPWA
2097
Twin Peaks Wealth Advisors
California
$411K -$20.6K -127 -5%
SP
2098
Symmetry Partners
Connecticut
$411K +$107K +662 +42%
TVAMP
2099
Tennessee Valley Asset Management Partners
Tennessee
$411K +$365K +2,252 New
CAM
2100
Cobblestone Asset Management
Virginia
$410K -$32.4K -200 -8%