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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
OWG
1926
Oxford Wealth Group
Florida
$448K -$27.6K -202 -5%
PCM
1927
Prospera Capital Management
Arizona
$448K – – –
OA
1928
Oak Associates
Ohio
$448K – – –
JCM
1929
Jacobsen Capital Management
Utah
$447K -$3K -22 -0.6%
EL
1930
Essex LLC
Illinois
$447K +$104K +765 +25%
MHC
1931
May Hill Capital
Massachusetts
$447K -$11.9K -87 -2%
FPGK
1932
Financial Partners Group (Kansas)
Kansas
$446K -$14.9K -109 -3%
WTA
1933
Washington Trust Advisors
Massachusetts
$445K +$74.2K +544 +17%
TW
1934
Traveka Wealth
California
$443K +$2.18K +16 +0.4%
AWMNH
1935
Arcadia Wealth Management (New Hampshire)
New Hampshire
$442K +$517K +3,788 New
AIS
1936
AM Investment Strategies
Tennessee
$441K -$17.1K -125 -3%
VCWM
1937
Vista Cima Wealth Management
Arizona
$441K -$1.64K -12 -0.3%
FBT
1938
First Bank & Trust
South Dakota
$440K +$8.32K +61 +2%
DBRC
1939
D.B. Root & Company
Pennsylvania
$440K +$4.77K +35 +0.9%
MFC
1940
Mechanics Financial Corp
Ohio
$440K +$6.28K +46 +1%
CNBOF
1941
City National Bank of Florida
Florida
$440K +$122K +896 +31%
CCA
1942
Checchi Capital Advisers
California
$438K -$255K -1,869 -33%
NFP
1943
Narus Financial Partners
Utah
$437K +$47.2K +346 +10%
OWA
1944
One Wealth Advisors
California
$435K +$42K +308 +9%
PSP
1945
Principal Street Partners
Tennessee
$434K -$1.5K -11 -0.3%
FPN
1946
Financial Planning Navigators
Minnesota
$433K -$30.1K -221 -6%
AWM
1947
Adams Wealth Management
Utah
$432K – – –
CI
1948
CacheTech Inc
Utah
$432K – – –
CCA
1949
Catalyst Capital Advisors
New York
$431K -$2.24M -16,444 -82%
CCA
1950
Cooper Capital Advisors
California
$429K -$16.6K -122 -3%
76 77
78
79 80