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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
MPCG
1976
Matrix Private Capital Group
New York
$354K -$46.9K -400 -13%
CCG
1977
Chatham Capital Group
Georgia
$354K – – –
CPA
1978
Cathy Pareto & Associates
Florida
$354K – – –
WCP
1979
Wick Capital Partners
Pennsylvania
$354K +$646K +5,510 New
ACP
1980
Aviance Capital Partners
Florida
$353K -$60K -512 -17%
QWM
1981
Quaker Wealth Management
New Jersey
$353K +$304K +2,589 New
HAM
1982
Harmony Asset Management
Arizona
$352K +$469 +4 +0.2%
FWM
1983
Foguth Wealth Management
Michigan
$352K +$303K +2,584 New
SI
1984
Stonekeep Investments
New Mexico
$352K -$15.6K -133 -5%
ODFS
1985
O'Donnell Financial Services
California
$351K – – –
BC
1986
Bridgefront Capital
Texas
$350K +$301K +2,564 New
HA
1987
Herold Advisors
New York
$349K +$301K +2,563 New
BCMLT
1988
Beacon Capital Management LLC (Tennessee)
Tennessee
$347K +$82.6K +704 +38%
BAM
1989
BOS Asset Management
Illinois
$347K – – –
CI
1990
CX Institutional
Indiana
$347K +$212K +1,811 +246%
OWA
1991
One Wealth Advisors
California
$347K +$298K +2,545 New
FFG
1992
Fiduciary Financial Group
California
$347K +$311K +2,654 New
BBNB
1993
Baker Boyer National Bank
Washington
$347K -$17.6K -150 -6%
CGH
1994
CMG Global Holdings
Texas
$347K +$39.3K +335 +18%
CM
1995
Cercano Management
Washington
$347K – – –
AWM
1996
Activest Wealth Management
Florida
$346K +$89.8K +766 +43%
IAG
1997
Investmark Advisory Group
Connecticut
$346K +$298K +2,537 New
JWM
1998
Jessup Wealth Management
Ohio
$345K -$1.76K -15 -0.6%
PCG
1999
PFC Capital Group
California
$345K -$17.6K -150 -6%
FHC
2000
First Heartland Consultants
Missouri
$345K +$297K +2,530 New
78 79
80
81 82