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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
BIM
2351
Baldwin Investment Management
Pennsylvania
$244K -$216K -1,582 -43%
NFG
2352
Nadler Financial Group
Illinois
$244K -$9.96K -73 -3%
BIM
2353
Breakwater Investment Management
Washington
$244K +$1.09K +8 +0.4%
MWM
2354
Maripau Wealth Management
Indiana
$243K +$46.7K +342 +21%
RPGNY
2355
Retirement Planning Group (New York)
New York
$242K -$6K -44 -2%
MFGM
2356
Marshall Financial Group (Maryland)
Maryland
$242K +$52K +381 +22%
BWM
2357
Bernard Wealth Management
Michigan
$242K -$2.05K -15 -0.7%
RFA
2358
Rollins Financial Advisors
New York
$242K -$96.6K -708 -25%
QWM
2359
Quaker Wealth Management
New Jersey
$241K +$22.1K +162 +9%
DI
2360
DDFG Inc
California
$241K -$5.87K -43 -2%
SF
2361
Succession Financial
Texas
$241K +$282K +2,066 New
SI
2362
Stirlingshire Investments
New York
$241K +$25K +183 +10%
MAA
2363
Matrix Asset Advisors
New York
$241K -$34.1K -250 -11%
SFC
2364
Strategic Financial Concepts
Texas
$240K -$41.5K -304 -13%
CWM
2365
CMH Wealth Management
New Hampshire
$240K -$4.64K -34 -2%
ESC
2366
Eurizon SLJ Capital
$240K – – –
CGH
2367
CMG Global Holdings
Texas
$240K -$2.73K -20 -1%
WAG
2368
Winthrop Advisory Group
Massachusetts
$240K +$28.1K +206 +11%
AWM
2369
Activest Wealth Management
Florida
$240K -$420K -3,079 -60%
CWMGO
2370
Capstone Wealth Management Group (Oregon)
Oregon
$239K – – –
TF
2371
Tudor Financial
Ohio
$239K – – –
GRA
2372
Golden Road Advisors
Florida
$239K -$4.37K -32 -2%
RS
2373
Retirement Solution
Washington
$239K +$279K +2,045 New
SRC
2374
Sage Rhino Capital
California
$239K +$409 +3 +0.1%
CCM
2375
Chilton Capital Management
Texas
$238K -$58K -425 -17%