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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2001
Avalon Capital Management
California
$396K – – –
VPW
2002
Variant Private Wealth
Virginia
$396K -$1.09K -8 -0.2%
LIA
2003
Limestone Investment Advisors
New York
$396K -$187K -1,370 -29%
ATFA
2004
All Terrain Financial Advisors
Minnesota
$393K +$4.64K +34 +1%
CIA
2005
Choate Investment Advisors
Massachusetts
$393K +$16.4K +120 +4%
SSC
2006
Syverson Strege & Co
Iowa
$392K +$104K +759 +29%
JCM
2007
Jag Capital Management
Missouri
$392K – – –
3IP
2008
3Chopt Investment Partners
Virginia
$392K +$85.7K +628 +23%
TB
2009
Terril Brothers
Missouri
$392K – – –
TCBWMS
2010
Texas Capital Bank Wealth Management Services
Texas
$392K -$2.83M -20,733 -86%
CIG
2011
Cascade Investment Group
Colorado
$391K – – –
SSWM
2012
Smith Salley Wealth Management
North Carolina
$391K +$40.5K +297 +10%
AWAP
2013
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$390K – – –
CCM
2014
Canal Capital Management
Virginia
$390K -$143K -1,050 -24%
BW
2015
BostonPremier Wealth
Massachusetts
$390K +$57.3K +420 +14%
CWM
2016
Chemistry Wealth Management
New York
$389K – – –
EFG
2017
Everest Financial Group
Minnesota
$387K +$225K +1,651 +99%
OIA
2018
Oakmont Investment Advisors
Pennsylvania
$386K +$452K +3,310 New
ICM
2019
Intrepid Capital Management
Florida
$386K +$9.55K +70 +2%
OIS
2020
OneAscent Investment Solutions
Alabama
$385K -$82.5K -605 -15%
CSI
2021
Cross Staff Investments
New York
$385K – – –
GBFG
2022
Gerald Baker Financial Group
Texas
$384K +$8.87K +65 +2%
SFG
2023
Sovereign Financial Group
Connecticut
$384K -$6.28K -46 -1%
AUB
2024
Atlantic Union Bankshares
Virginia
$382K -$1.91K -14 -0.4%
NG
2025
Novem Group
New York
$382K +$49K +359 +12%
79 80
81
82 83