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Palantir

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1976
Cathy Pareto & Associates
Florida
$354K
WCP
1977
Wick Capital Partners
Pennsylvania
$354K +$646K +5,510 New
ACP
1978
Aviance Capital Partners
Florida
$353K -$60K -512 -17%
QWM
1979
Quaker Wealth Management
New Jersey
$353K +$304K +2,589 New
HAM
1980
Harmony Asset Management
Arizona
$352K +$469 +4 +0.2%
FWM
1981
Foguth Wealth Management
Michigan
$352K +$303K +2,584 New
SI
1982
Stonekeep Investments
New Mexico
$352K -$15.6K -133 -5%
ODFS
1983
O'Donnell Financial Services
California
$351K
BC
1984
Bridgefront Capital
Texas
$350K +$301K +2,564 New
HA
1985
Herold Advisors
New York
$349K +$301K +2,563 New
BCMLT
1986
Beacon Capital Management LLC (Tennessee)
Tennessee
$347K +$82.6K +704 +38%
BAM
1987
BOS Asset Management
Illinois
$347K
CI
1988
CX Institutional
Indiana
$347K +$212K +1,811 +246%
OWA
1989
One Wealth Advisors
California
$347K +$298K +2,545 New
FFG
1990
Fiduciary Financial Group
California
$347K +$311K +2,654 New
BBNB
1991
Baker Boyer National Bank
Washington
$347K -$17.6K -150 -6%
CGH
1992
CMG Global Holdings
Texas
$347K +$39.3K +335 +18%
CM
1993
Cercano Management
Washington
$347K
AWM
1994
Activest Wealth Management
Florida
$346K +$89.8K +766 +43%
IAG
1995
Investmark Advisory Group
Connecticut
$346K +$298K +2,537 New
JWM
1996
Jessup Wealth Management
Ohio
$345K -$1.76K -15 -0.6%
PCG
1997
PFC Capital Group
California
$345K -$17.6K -150 -6%
FHC
1998
First Heartland Consultants
Missouri
$345K +$297K +2,530 New
PP
1999
Patten & Patten
Tennessee
$345K +$297K +2,529 New
RB
2000
Rodgers Brothers
Pennsylvania
$344K