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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
HFS
1951
Hughes Financial Services
Virginia
$111K +$115K +1,311 New
OIA
1952
Optimum Investment Advisors
Illinois
$111K -$1.51M -17,188 -93%
HIM
1953
Hillsdale Investment Management
Ontario, Canada
$108K +$112K +1,280 New
HFM
1954
Hartford Financial Management
Connecticut
$106K – – –
PSFG
1955
Park Square Financial Group
Georgia
$105K -$207K -2,352 -65%
BCWM
1956
Bartlett & Co Wealth Management
Ohio
$105K +$34.2K +389 +46%
LWMI
1957
Legacy Wealth Management (Idaho)
Idaho
$103K +$42.3K +482 +65%
IWM
1958
IMG Wealth Management
Florida
$102K – – –
EDRH
1959
Edmond de Rothschild Holding
Switzerland
$101K -$149K -1,693 -59%
DI
1960
DAGCO Inc
Ohio
$101K +$105K +1,197 New
CT
1961
Colonial Trust
South Carolina
$100K -$12.6K -143 -11%
BIA
1962
Bell Investment Advisors
California
$99.2K +$4.83K +55 +5%
MSWA
1963
Marshall & Sterling Wealth Advisors
New York
$93K +$10.2K +116 +12%
CYG
1964
Clean Yield Group
Vermont
$92.8K – – –
SFCL
1965
Strengthening Families & Communities LLC
Massachusetts
$92.8K +$88.2K +1,004 +1,046%
AP
1966
Aspect Partners
Virginia
$91.3K -$439 -5 -0.5%
AWM
1967
Atticus Wealth Management
Florida
$91.2K +$16.2K +184 +21%
OWA
1968
Opal Wealth Advisors
New York
$90.3K +$94K +1,070 New
C
1969
Covestor
United Kingdom
$90K +$1.32K +15 +1%
HWM
1970
Hemington Wealth Management
Virginia
$90K +$15.4K +175 +19%
SFFS
1971
Stonehage Fleming Financial Services
Jersey
$89.7K +$93.3K +1,063 New
BOJHT
1972
Bank of Jackson Hole Trust
Wyoming
$89.2K – – –
EFMH
1973
E Fund Management (HK)
Hong Kong
$89K +$77.1K +878 +499%
FRA
1974
Front Row Advisors
California
$87.4K – – –
GIA
1975
GHP Investment Advisors
Colorado
$86.6K +$5.45K +62 +6%
77 78
79
80 81