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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CWMGO
1976
Capstone Wealth Management Group (Oregon)
Oregon
$488K -$6.48K -40 -1%
QL
1977
Quarry LP
New York
$488K -$908K -5,600 -68%
OWM
1978
OneAscent Wealth Management
Alabama
$488K +$2.43K +15 +0.6%
YCG
1979
Yeomans Consulting Group
Georgia
$488K -$404K -2,490 -49%
WIM
1980
Warwick Investment Management
Texas
$486K +$43.4K +268 +11%
WP
1981
Westmount Partners
California
$486K +$3.89K +24 +0.9%
NC
1982
NewSquare Capital
Pennsylvania
$484K +$199K +1,229 +86%
FFG
1983
Fiduciary Financial Group
California
$484K – – –
CWIG
1984
Chung Wu Investment Group
Texas
$483K -$4.86K -30 -1%
CCG
1985
Catalina Capital Group
California
$480K +$2.75K +17 +0.6%
CAS
1986
Coppell Advisory Solutions
Texas
$478K +$433K +2,674 New
BF
1987
Baring Financial
Washington
$477K +$27.9K +172 +7%
WLPWM
1988
Walled Lake Planning & Wealth Management
Illinois
$476K -$162K -1,000 -28%
CPRC
1989
Consolidated Portfolio Review Corp
New York
$475K -$98.1K -605 -19%
YWM
1990
Yukon Wealth Management
Kansas
$474K -$1.73M -10,649 -80%
WCP
1991
Wick Capital Partners
Pennsylvania
$473K -$473K -2,919 -53%
FPW
1992
Fairvoy Private Wealth
Alabama
$472K -$1.5M -9,256 -78%
TA
1993
TruWealth Advisors
Louisiana
$470K +$417K +2,576 New
GI
1994
Gradient Investments
Minnesota
$470K -$487K -3,002 -54%
IWS
1995
Integrity Wealth Solutions
Colorado
$469K -$238K -1,470 -36%
PPWM
1996
PFG Private Wealth Management
Florida
$469K +$416K +2,569 New
SL
1997
Sentinus LLC
Illinois
$468K +$129K +793 +45%
DWM
1998
DecisionMap Wealth Management
Virginia
$468K -$13.8K -85 -3%
ATC
1999
Argent Trust Co
Tennessee
$467K -$15.9K -98 -4%
NHFG
2000
New Harbor Financial Group
Massachusetts
$467K +$415K +2,559 New
78 79
80
81 82