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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
CT
2001
Colonial Trust
South Carolina
$513K -$61.5K -402 -10%
SCM
2002
Spring Capital Management
Texas
$512K +$153K +1,000 +40%
BWM
2003
BigSur Wealth Management
Florida
$512K +$535K +3,500 New
HCP
2004
Holt Capital Partners
Texas
$512K +$535K +3,500 New
CCAL
2005
City Center Advisors LLC
Michigan
$510K +$92.7K +606 +21%
WAM
2006
Weatherly Asset Management
California
$509K -$9.17K -60 -2%
BWM
2007
Braeburn Wealth Management
Michigan
$507K -$761K -4,977 -59%
5NPW
2008
55 North Private Wealth
Florida
$506K +$199K +1,299 +60%
FSA
2009
Fort Sheridan Advisors
Illinois
$504K +$53.4K +349 +11%
PMG
2010
ProVise Management Group
Florida
$503K +$45.3K +296 +9%
DCP
2011
DSM Capital Partners
Florida
$501K +$156K +1,022 +43%
OWA
2012
One Wealth Advisors
California
$500K +$6.88K +45 +1%
VPW
2013
Variant Private Wealth
Virginia
$497K -$516K -3,377 -50%
MBWA
2014
Marin Bay Wealth Advisors
California
$497K -$124K -814 -19%
AWA
2015
Amplius Wealth Advisors
Pennsylvania
$497K +$30.4K +199 +6%
NFP
2016
Narus Financial Partners
Utah
$497K +$73.8K +483 +17%
ACM
2017
Avalon Capital Management
California
$497K -$284K -1,860 -35%
HC
2018
Headland Capital
South Carolina
$497K -$11.6K -76 -2%
ET
2019
Equitable Trust
Tennessee
$497K +$33.3K +218 +7%
VC
2020
Veracity Capital
Georgia
$496K -$541K -3,541 -51%
PWM
2021
Prentice Wealth Management
New York
$495K +$15.4K +101 +3%
PCM
2022
Prospera Capital Management
Arizona
$495K +$7.8K +51 +2%
SCM
2023
Saxony Capital Management
Missouri
$494K +$1.07K +7 +0.2%
AAG
2024
Armstrong Advisory Group
Massachusetts
$494K +$6.12K +40 +1%
SFG
2025
Synergy Financial Group
California
$493K -$612 -4 -0.1%
79 80
81
82 83