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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
CAG
2076
Curtis Advisory Group
California
$533K +$543K +3,000 New
EFSCE
2077
Enterprise Financial Services Corp (EFSC)
Missouri
$533K +$53.4K +295 +11%
CP
2078
Covenant Partners
Tennessee
$533K +$2.35K +13 +0.4%
SI
2079
Severin Investments
Missouri
$532K +$29.9K +165 +6%
Fayez Sarofim & Co
2080
Fayez Sarofim & Co
Texas
$531K – – –
HWMO
2081
Heritage Wealth Management (Ohio)
Ohio
$530K -$21.7K -120 -4%
SP
2082
Stonebrook Private
Michigan
$528K +$116K +642 +28%
CAS
2083
Coppell Advisory Solutions
Texas
$528K +$44.7K +247 +9%
BFA
2084
Beaumont Financial Advisors
Massachusetts
$527K +$10.7K +59 +2%
WTA
2085
Washington Trust Advisors
Massachusetts
$527K -$6.34K -35 -1%
EP
2086
Essential Partners
California
$526K -$42.4K -234 -7%
LSWP
2087
Liberty Square Wealth Partners
Pennsylvania
$526K – – –
PAS
2088
PKS Advisory Services
New York
$526K -$103K -567 -16%
RCWM
2089
Royal Capital Wealth Management
Indiana
$524K – – –
TWML
2090
Todd Wealth Management, LLC
Florida
$524K +$534K +2,947 New
AR
2091
Apeiron RIA
Texas
$524K +$17K +94 +3%
HWA
2092
HMV Wealth Advisors
Louisiana
$520K – – –
OFW
2093
Omnia Family Wealth
Florida
$520K +$2.71K +15 +0.5%
PCA
2094
Private Capital Advisors
Connecticut
$520K +$5.43K +30 +1%
BFWA
2095
Benchmark Financial Wealth Advisors
Florida
$520K +$7.42K +41 +1%
MCIA
2096
Mountain Capital Investment Advisors
Colorado
$519K -$25.9K -143 -4%
NG
2097
Novem Group
New York
$519K +$25.2K +139 +5%
NRI
2098
NFP Retirement Inc
California
$518K -$25.9K -143 -5%
NFP
2099
Narus Financial Partners
Utah
$518K +$38.7K +214 +8%
KWM
2100
Keebeck Wealth Management
Illinois
$518K +$75.5K +417 +17%