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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
SEP
1976
Southland Equity Partners
Missouri
$534K +$39.4K +258 +8%
SYBT
1977
Stock Yards Bank & Trust
Kentucky
$533K +$24K +157 +5%
EDRH
1978
Edmond de Rothschild Holding
Switzerland
$531K -$84.1K -550 -13%
FWM
1979
FFT Wealth Management
Pennsylvania
$529K -$29.8K -195 -5%
UWS
1980
Unique Wealth Strategies
Illinois
$528K -$9.63K -63 -2%
AW
1981
Alchemi Wealth
Connecticut
$528K -$10.7K -70 -2%
KA
1982
KDT Advisors
New York
$527K – – –
HWMO
1983
Heritage Wealth Management (Ohio)
Ohio
$527K +$94.8K +620 +21%
BHWM
1984
Beaird Harris Wealth Management
Texas
$526K -$324K -2,119 -37%
SIC
1985
SJS Investment Consulting
Ohio
$526K -$325K -2,128 -37%
ACA
1986
Aspire Capital Advisors
Washington
$525K -$30K -196 -5%
PWP
1987
Precedent Wealth Partners
Texas
$525K -$26K -170 -5%
GPA
1988
Garrison Point Advisors
California
$524K -$55K -360 -9%
DT
1989
DV Trading
Illinois
$524K -$30M -196,419 -98%
AR
1990
Apeiron RIA
Texas
$523K +$4.89K +32 +0.9%
MCA
1991
Martin Capital Advisors
Texas
$523K +$25.4K +166 +5%
LCWM
1992
Legacy Capital Wealth Management
Texas
$522K +$1.68K +11 +0.3%
LSA
1993
L & S Advisors
California
$521K -$72.8K -476 -12%
HI
1994
Hendershot Investments
Virginia
$521K +$71.1K +465 +15%
JF
1995
JSF Financial
California
$518K +$24.5K +160 +5%
CAC
1996
Certified Advisory Corp
Florida
$518K – – –
AAA
1997
Andrews Advisory Associates
Hawaii
$518K -$228K -1,492 -30%
WWC
1998
Waypoint Wealth Counsel
Georgia
$517K -$305K -1,995 -36%
EFSCE
1999
Enterprise Financial Services Corp (EFSC)
Missouri
$513K +$78.3K +512 +17%
KA
2000
Kure Advisory
Minnesota
$513K +$612 +4 +0.1%
78 79
80
81 82