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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
OA
1951
Operose Advisors
Wisconsin
$113K +$3.42K +39 +3%
FDW
1952
Fourth Dimension Wealth
Ohio
$112K +$49.1K +559 +73%
HFS
1953
Hughes Financial Services
Virginia
$111K +$115K +1,311 New
OIA
1954
Optimum Investment Advisors
Illinois
$111K -$1.51M -17,188 -93%
HIM
1955
Hillsdale Investment Management
Ontario, Canada
$108K +$112K +1,280 New
HFM
1956
Hartford Financial Management
Connecticut
$106K – – –
PSFG
1957
Park Square Financial Group
Georgia
$105K -$207K -2,352 -65%
BCWM
1958
Bartlett & Co Wealth Management
Ohio
$105K +$34.2K +389 +46%
LWMI
1959
Legacy Wealth Management (Idaho)
Idaho
$103K +$42.3K +482 +65%
IWM
1960
IMG Wealth Management
Florida
$102K – – –
EDRH
1961
Edmond de Rothschild Holding
Switzerland
$101K -$149K -1,693 -59%
DI
1962
DAGCO Inc
Ohio
$101K +$105K +1,197 New
CT
1963
Colonial Trust
South Carolina
$100K -$12.6K -143 -11%
BIA
1964
Bell Investment Advisors
California
$99.2K +$4.83K +55 +5%
MSWA
1965
Marshall & Sterling Wealth Advisors
New York
$93K +$10.2K +116 +12%
CYG
1966
Clean Yield Group
Vermont
$92.8K – – –
SFCL
1967
Strengthening Families & Communities LLC
Massachusetts
$92.8K +$88.2K +1,004 +1,046%
AP
1968
Aspect Partners
Virginia
$91.3K -$439 -5 -0.5%
AWM
1969
Atticus Wealth Management
Florida
$91.2K +$16.2K +184 +21%
OWA
1970
Opal Wealth Advisors
New York
$90.3K +$94K +1,070 New
C
1971
Covestor
United Kingdom
$90K +$1.32K +15 +1%
HWM
1972
Hemington Wealth Management
Virginia
$90K +$15.4K +175 +19%
SFFS
1973
Stonehage Fleming Financial Services
Jersey
$89.7K +$93.3K +1,063 New
BOJHT
1974
Bank of Jackson Hole Trust
Wyoming
$89.2K – – –
EFMH
1975
E Fund Management (HK)
Hong Kong
$89K +$77.1K +878 +499%
77 78
79
80 81