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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
JTWM
2076
Jackson Thornton Wealth Management
Alabama
$460K -$192K -1,256 -26%
BWM
2077
BCGM Wealth Management
Indiana
$459K -$76.4K -500 -14%
CFP
2078
Curran Financial Partners
South Carolina
$459K -$134K -877 -22%
CWM
2079
Connecticut Wealth Management
Connecticut
$456K +$39.1K +256 +9%
IWA
2080
IVC Wealth Advisors
Pennsylvania
$455K -$32.9K -215 -6%
MCIA
2081
Mountain Capital Investment Advisors
Colorado
$454K +$17.3K +113 +4%
EPAM
2082
Evelyn Partners Asset Management
$451K +$472K +3,084 New
SFA
2083
Souders Financial Advisors
Ohio
$449K +$53.1K +347 +13%
EL
2084
Essex LLC
Illinois
$449K +$469K +3,070 New
SIA
2085
SGL Investment Advisors
Montana
$447K +$15.6K +102 +3%
TNBTD
2086
Trustmark National Bank Trust Department
Mississippi
$447K -$309K -2,022 -40%
VAM
2087
Verity Asset Management
North Carolina
$447K -$29.8K -195 -6%
SSWM
2088
Smith Salley Wealth Management
North Carolina
$446K -$46.2K -302 -9%
NRI
2089
NFP Retirement Inc
California
$443K +$17.4K +114 +4%
AP
2090
Advisortrust Partners
North Carolina
$442K -$236K -1,541 -34%
JWM
2091
Jeppson Wealth Management
California
$440K +$72.9K +477 +19%
AMPWP
2092
Alvarez & Marsal Private Wealth Partners
Florida
$440K +$460K +3,008 New
MIM
2093
Montgomery Investment Management
Maryland
$440K +$460K +3,007 New
WCP
2094
Wealthcare Capital Partners
Pennsylvania
$439K -$168K -1,096 -27%
SPWG
2095
Syntegra Private Wealth Group
Missouri
$439K +$52K +340 +13%
CAG
2096
Curtis Advisory Group
California
$439K
FCM
2097
Fairbanks Capital Management
California
$439K
SP
2098
Successful Portfolios
Florida
$438K -$38.1K -249 -7%
SFG
2099
Southern Financial Group
Alabama
$438K -$4.74K -31 -1%
Fayez Sarofim & Co
2100
Fayez Sarofim & Co
Texas
$437K