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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
2001
Saxony Capital Management
Missouri
$599K -$22.4K -124 -4%
AFG
2002
Artesa Financial Group
Texas
$599K +$610K +3,371 New
DWAM
2003
Duncan Williams Asset Management
Tennessee
$599K -$63K -348 -7%
SBF
2004
Sara-Bay Financial
Florida
$597K – – –
SSWM
2005
Smith Salley Wealth Management
North Carolina
$596K +$386K +2,133 +175%
PCM
2006
Poehling Capital Management
Wisconsin
$596K -$230K -1,269 -27%
GLF
2007
Groupe la Francaise
France
$594K -$4.72M -26,097 -86%
AAG
2008
Armstrong Advisory Group
Massachusetts
$593K +$20.3K +112 +3%
PCM
2009
Prospera Capital Management
Arizona
$592K -$471K -2,600 -44%
SWM
2010
Silverlake Wealth Management
Vermont
$591K +$9.78K +54 +2%
IWA
2011
IVC Wealth Advisors
Pennsylvania
$591K -$91.6K -506 -13%
VFPW
2012
Vantage Financial Partners (Wisconsin)
Wisconsin
$590K +$76.9K +425 +15%
SRA
2013
Secured Retirement Advisors
Minnesota
$587K +$29K +160 +5%
AUB
2014
Atlantic Union Bankshares
Virginia
$587K +$170K +940 +40%
IBOK
2015
Independence Bank of Kentucky
Kentucky
$587K -$6.16K -34 -1%
CSI
2016
Cross Staff Investments
New York
$587K – – –
DP
2017
Dearborn Partners
Illinois
$586K +$194K +1,069 +48%
LIA
2018
LBMC Investment Advisors
Tennessee
$585K +$45.3K +250 +8%
PG
2019
Prostatis Group
Maryland
$585K +$273K +1,507 +84%
PWM
2020
Prentice Wealth Management
New York
$584K +$49.4K +273 +9%
SMA
2021
Seven Mile Advisory
New Jersey
$584K -$106K -584 -15%
OIS
2022
OneAscent Investment Solutions
Alabama
$583K -$3.44K -19 -0.6%
IHL
2023
Investment House LLC
California
$579K – – –
CIA
2024
Choate Investment Advisors
Massachusetts
$578K +$45.1K +249 +8%
VAM
2025
Verity Asset Management
North Carolina
$578K – – –
79 80
81
82 83