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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
TA
1976
TKG Advisors
Indiana
$626K +$638K +3,522 New
CAM
1977
Costello Asset Management
Pennsylvania
$624K -$28.1K -155 -4%
KA
1978
Kure Advisory
Minnesota
$623K +$12.9K +71 +2%
SWA
1979
SOA Wealth Advisors
New York
$622K +$112K +616 +21%
MHC
1980
May Hill Capital
Massachusetts
$621K +$25.2K +139 +4%
LCM
1981
Lazari Capital Management
California
$620K +$13.6K +75 +2%
SYBT
1982
Stock Yards Bank & Trust
Kentucky
$619K -$4.53K -25 -0.7%
YWS
1983
Yarger Wealth Strategies
Ohio
$619K +$20.1K +111 +3%
SEIA
1984
Signature Estate & Investment Advisors
California
$617K -$13.6K -75 -2%
HC
1985
Headland Capital
South Carolina
$617K +$41.1K +227 +7%
RF
1986
Rossby Financial
Florida
$614K +$86.5K +478 +16%
BMC
1987
Benin Management Corp
Connecticut
$613K -$163K -900 -21%
WG
1988
Wellington Group
Indiana
$612K +$623K +3,442 New
STA
1989
Smith Thornton Advisors
Alabama
$611K -$905 -5 -0.1%
RIS
1990
Retirement Income Solutions
Michigan
$611K +$21.7K +120 +4%
IAG
1991
Investment Advisory Group
Massachusetts
$609K -$12.5K -69 -2%
MPW
1992
MGO Private Wealth
California
$607K -$30.4K -168 -5%
MCA
1993
Martin Capital Advisors
Texas
$606K +$68.8K +380 +13%
SWGC
1994
Summit Wealth Group (Colorado)
Colorado
$605K -$811K -4,479 -57%
SEP
1995
Southland Equity Partners
Missouri
$603K +$67.7K +374 +12%
SP
1996
Successful Portfolios
Florida
$602K -$5.25K -29 -0.8%
KF
1997
Ketron Financial
California
$601K +$612K +3,383 New
JF
1998
JSF Financial
California
$601K -$39.8K -220 -6%
SFG
1999
Synergy Financial Group
California
$600K -$182K -1,004 -23%
OWA
2000
One Wealth Advisors
California
$599K +$5.79K +32 +1%
78 79
80
81 82