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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
FRA
1976
Front Row Advisors
California
$87.4K – – –
GIA
1977
GHP Investment Advisors
Colorado
$86.6K +$5.45K +62 +6%
TCPG
1978
Trivant Custom Portfolio Group
California
$86.1K +$35.1K +400 +65%
CSPIA
1979
Cary Street Partners Investment Advisory
Virginia
$85.1K +$48.1K +548 +119%
SI
1980
Sava Infond
Slovenia
$84.4K -$132K -1,500 -60%
IAG
1981
Innovative Advisory Group
Massachusetts
$84.4K – – –
RWM
1982
Rialto Wealth Management
New York
$83.4K -$10.4K -118 -11%
MAM
1983
Meeder Asset Management
Ohio
$82.1K -$6.24M -71,015 -99%
HPC
1984
HM Payson & Co
Maine
$81.1K +$53.2K +606 +171%
EPIMS
1985
Evelyn Partners Investment Management Services
$80.9K +$14.8K +168 +21%
FMP
1986
Financial Management Professionals
Texas
$78.7K +$34.2K +389 +72%
KIM
1987
Kestra Investment Management
Texas
$78.2K +$53.6K +610 +193%
MIM
1988
Marshall Investment Management
Colorado
$77.4K +$80.5K +917 New
AWM
1989
Abound Wealth Management
Tennessee
$75K -$32.3K -368 -29%
SSB
1990
Sandy Spring Bank
Maryland
$71.9K +$30.1K +343 +67%
SHIM
1991
Stone House Investment Management
Pennsylvania
$70.2K +$73.1K +832 New
SCB
1992
Saudi Central Bank
Saudi Arabia
$69.9K +$72.7K +828 New
NC
1993
NewSquare Capital
Pennsylvania
$69.8K +$60.9K +693 +517%
WT
1994
Washington Trust
Rhode Island
$69.6K -$127K -1,447 -64%
LI
1995
LRI Investments
Florida
$68.8K +$15.4K +175 +27%
RDFA
1996
Ritter Daniher Financial Advisory
Ohio
$68.4K -$22.8K -260 -24%
CAIM
1997
Catherine Avery Investment Management
Florida
$68.4K +$20.6K +235 +41%
PWMA
1998
Pension & Wealth Management Advisors
Massachusetts
$68.3K +$790 +9 +1%
PFPT
1999
Pinnacle Financial Partners (Tennessee)
Tennessee
$67.7K – – –
CWC
2000
Carolinas Wealth Consulting
North Carolina
$67.4K +$43K +490 +159%
78 79
80
81 82