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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
2426
Base Wealth Management
Florida
$324K -$52.5K -290 -14%
WF
2427
Welch & Forbes
Massachusetts
$323K -$3.62K -20 -1%
OC
2428
Oakworth Capital
Alabama
$323K +$54.7K +302 +20%
SFG
2429
Strive Financial Group
Indiana
$323K +$329K +1,816 New
RWA
2430
Rooted Wealth Advisors
Illinois
$322K -$905 -5 -0.2%
OWP
2431
Obermeyer Wealth Partners
Colorado
$322K +$77.1K +426 +31%
OAG
2432
Oakmont Advisory Group
New Mexico
$321K +$327K +1,808 New
CWM
2433
Cherrydale Wealth Management
New Jersey
$321K +$15.4K +85 +5%
1IA
2434
1834 Investment Advisors
Wisconsin
$321K +$18.1K +100 +6%
Cohen & Steers
2435
Cohen & Steers
New York
$320K
HTHT
2436
Hemenway Trust Hemenway Trust
New Hampshire
$320K
SAM
2437
Seelaus Asset Management
New Jersey
$320K +$18.1K +100 +6%
CIP
2438
Capital Insight Partners
Arizona
$319K +$2.71K +15 +0.8%
LA
2439
Lifeworks Advisors
Michigan
$319K +$33.9K +187 +12%
BFG
2440
Bouchey Financial Group
New York
$319K +$44K +243 +16%
SHFP
2441
Second Half Financial Partners
Florida
$319K +$21K +116 +7%
BF
2442
Bonfire Financial
Colorado
$317K +$2.71K +15 +0.8%
EWM
2443
EPG Wealth Management
Georgia
$316K -$1.09K -6 -0.3%
BWFA
2444
Baltimore-Washington Financial Advisors
Maryland
$316K +$321K +1,775 New
RFA
2445
Rollins Financial Advisors
New York
$315K -$238K -1,312 -43%
BHPW
2446
Box Hill Private Wealth
Arizona
$313K +$319K +1,763 New
CPL
2447
CAP Partners LLC
Tennessee
$313K -$1.81K -10 -0.6%
V
2448
ViaWealth
Kansas
$313K -$13K -72 -4%
RIS
2449
Richmond Investment Services
Wisconsin
$312K +$7.42K +41 +2%
CIP
2450
Convergence Investment Partners
Florida
$311K -$2.81M -15,525 -90%