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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1976
CCG Wealth Management
California
$411K -$26.1K -191 -5%
GCM
1977
Gallacher Capital Management
Colorado
$410K -$22.2K -163 -4%
SWM
1978
Silverlake Wealth Management
Vermont
$410K -$34.8K -255 -7%
LSA
1979
L & S Advisors
California
$410K -$7.37K -54 -2%
MVF
1980
Markin Volterra Fund
New York
$409K +$169K +1,240 +55%
JFGIW
1981
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$409K -$24K -176 -5%
IG
1982
IFS Group
Pennsylvania
$409K -$118K -864 -20%
BWM
1983
BigSur Wealth Management
Florida
$408K – – –
HCP
1984
Holt Capital Partners
Texas
$408K – – –
SCM
1985
Spring Capital Management
Texas
$408K – – –
SCM
1986
Sollinda Capital Management
Florida
$408K +$477K +3,496 New
PPWM
1987
Paragon Private Wealth Management
Kentucky
$407K -$103K -752 -18%
MCIA
1988
Mountain Capital Investment Advisors
Colorado
$406K +$42K +308 +10%
FFA
1989
Fairfield Financial Advisors
Massachusetts
$406K -$25.8K -189 -5%
LCM
1990
Lazari Capital Management
California
$406K -$47.1K -345 -9%
WAM
1991
Weatherly Asset Management
California
$406K – – –
VC
1992
Veracity Capital
Georgia
$406K +$12.1K +89 +3%
CPL
1993
CAP Partners LLC
Tennessee
$406K +$147K +1,079 +45%
AC
1994
Avant Capital
Louisiana
$405K +$79.9K +586 +20%
MNBTD
1995
Moody National Bank Trust Division
Texas
$405K -$120K -878 -20%
RFN
1996
RDA Financial Network
Iowa
$404K -$127K -931 -21%
SP
1997
Successful Portfolios
Florida
$403K – – –
KA
1998
Kure Advisory
Minnesota
$403K -$7.09K -52 -1%
ICM
1999
Ionic Capital Management
New York
$403K -$68.2K -500 -13%
AWA
2000
Amplius Wealth Advisors
Pennsylvania
$402K +$6.96K +51 +2%
78 79
80
81 82