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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
GCM
2276
Gallacher Capital Management
Colorado
$407K -$29.3K -162 -7%
ORG
2277
Optimist Retirement Group
Washington
$407K – – –
AAS
2278
Asset Allocation Strategies
Michigan
$406K +$48K +265 +13%
PCM
2279
Polymer Capital Management
New York
$405K -$188K -1,037 -31%
HWA
2280
Heartwood Wealth Advisors
Virginia
$403K -$103K -568 -20%
SB
2281
Sunflower Bank
Texas
$403K -$111K -613 -21%
EWA
2282
Exit Wealth Advisors
Georgia
$402K -$12.5K -69 -3%
UAML
2283
US Asset Management LLC
Pennsylvania
$402K -$4.53K -25 -1%
VCM
2284
Viewpoint Capital Management
Washington
$402K +$30.8K +170 +8%
LWA
2285
Lantern Wealth Advisors
New York
$401K +$9.05K +50 +2%
LA
2286
Legacy Advisors
Pennsylvania
$400K +$184K +1,014 +82%
SGI
2287
Swan Global Investments
Colorado
$400K +$101K +557 +33%
CF
2288
Crosspoint Financial
California
$400K – – –
MIM
2289
Merrion Investment Management
New Jersey
$400K – – –
GVCM
2290
Global View Capital Management
Wisconsin
$400K -$31.3K -173 -7%
LIA
2291
LS Investment Advisors
Michigan
$400K +$107K +591 +36%
PWC
2292
Pathfinder Wealth Consulting
North Carolina
$399K +$406K +2,245 New
FIC
2293
Family Investment Center
Missouri
$399K +$20.1K +111 +5%
PP
2294
Patten & Patten
Tennessee
$398K +$1.81K +10 +0.4%
NFG
2295
Nadler Financial Group
Illinois
$396K -$33.1K -183 -8%
DAM
2296
DLD Asset Management
New York
$396K +$403K +2,227 New
DIM
2297
DLK Investment Management
California
$395K +$4.53K +25 +1%
Montag & Associates
2298
Montag & Associates
Georgia
$394K -$223K -1,234 -36%
WAM
2299
Weinberger Asset Management
California
$394K +$8.33K +46 +2%
Cannell & Spears
2300
Cannell & Spears
New York
$393K -$26.1K -144 -6%