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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
RDWM
2001
Red Door Wealth Management
Tennessee
$467K +$415K +2,559 New
RPSA
2002
Richard P. Slaughter Associates
Texas
$466K +$414K +2,553 New
SI
2003
Stonekeep Investments
New Mexico
$465K -$5.02K -31 -1%
MFS
2004
Madrid Financial Services
California
$465K +$43.8K +270 +12%
TWP
2005
Tyche Wealth Partners
Texas
$465K -$220K -1,360 -35%
CM
2006
Cercano Management
Washington
$464K – – –
IAG
2007
Investmark Advisory Group
Connecticut
$463K – – –
BMWM
2008
Brown Miller Wealth Management
Virginia
$462K -$292K -1,804 -42%
JWM
2009
Jessup Wealth Management
Ohio
$462K – – –
BC
2010
Bridgefront Capital
Texas
$461K -$6K -37 -1%
FNBT
2011
FineMark National Bank & Trust
Florida
$461K -$442K -2,728 -52%
WA
2012
Wealthstream Advisors
New York
$460K +$28.7K +177 +8%
RIP
2013
RAM Investment Partners
Washington
$460K +$20.1K +124 +5%
NIWA
2014
New Insight Wealth Advisors
California
$460K -$40.5K -250 -9%
VCM
2015
Vivaldi Capital Management
Illinois
$459K +$33.4K +206 +9%
HA
2016
Herold Advisors
New York
$458K -$8.1K -50 -2%
FDW
2017
Fourth Dimension Wealth
Ohio
$457K -$48K -296 -11%
ACGA
2018
Atlanta Consulting Group Advisors
Georgia
$456K – – –
SCM
2019
Spring Capital Management
Texas
$456K – – –
SCA
2020
Sassicaia Capital Advisers
New York
$456K +$405K +2,500 New
HAM
2021
Harmony Asset Management
Arizona
$456K -$13.9K -86 -3%
QWM
2022
Quaker Wealth Management
New Jersey
$456K -$14.6K -90 -3%
AA
2023
Altrafin AG
$455K -$162 -1 -0%
KWM
2024
Keebeck Wealth Management
Illinois
$455K +$47.6K +294 +13%
FL
2025
FreeGulliver LLC
Louisiana
$455K +$404K +2,495 New
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81
82 83