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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
BBPWM
2001
Blue Bell Private Wealth Management
Pennsylvania
$66.6K +$2.9K +33 +4%
CA
2002
Crewe Advisors
Utah
$63.8K -$5.45K -62 -8%
CT
2003
Clearstead Trust
Maine
$63.8K +$56.6K +645 +581%
WF
2004
Wayfinding Financial
Washington
$63K +$66.6K +758 New
NB
2005
NBT Bank
New York
$62.5K +$3.51K +40 +6%
FWM
2006
FSA Wealth Management
Massachusetts
$62K -$62.8K -715 -49%
MIFH
2007
Migdal Insurance & Financial Holdings
Israel
$62K +$64.1K +730 New
CI
2008
CX Institutional
Indiana
$62K +$64.7K +737 New
CVM
2009
Cheviot Value Management
California
$61.9K +$43.9K +500 New
AGWCA
2010
Annis Gardner Whiting Capital Advisors
Florida
$61.3K +$43.4K +494 +213%
BAM
2011
Byrne Asset Management
New Jersey
$61.2K -$162K -1,840 -72%
UOTTAIMCU
2012
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$60.3K -$61.5K -700 -49%
BHWM
2013
Bay Harbor Wealth Management
Maryland
$60.2K +$2.11K +24 +3%
CIA
2014
Cape Investment Advisory
Georgia
$58.2K +$3.16K +36 +6%
CWP
2015
Concord Wealth Partners
Virginia
$56.8K +$12.8K +146 +28%
FCG
2016
Financial Connections Group
California
$54K +$37.3K +425 +59%
WCM
2017
Westend Capital Management
California
$53.4K -$23.5M -267,923 -100%
CFP
2018
Comprehensive Financial Planning
Pennsylvania
$52.9K +$55.1K +627 New
TWD
2019
True Wealth Design
Ohio
$52.9K +$10.8K +123 +24%
ADL
2020
Asset Dedication LLC
California
$51.2K +$3.25K +37 +6%
SN
2021
Sittner & Nelson
Oregon
$50.6K -$13.2K -150 -20%
WB
2022
Webster Bank
Connecticut
$49.6K +$30.4K +346 +143%
CCM
2023
Chilton Capital Management
Texas
$49.1K +$51.1K +582 New
CWM
2024
Copia Wealth Management
Oregon
$49K -$2.11K -24 -4%
SC
2025
Swan Capital
Florida
$47.4K +$176 +2 +0.4%
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