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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
2026
BostonPremier Wealth
Massachusetts
$390K +$57.3K +420 +14%
CWM
2027
Chemistry Wealth Management
New York
$389K – – –
EFG
2028
Everest Financial Group
Minnesota
$387K +$225K +1,651 +99%
OIA
2029
Oakmont Investment Advisors
Pennsylvania
$386K +$452K +3,310 New
ICM
2030
Intrepid Capital Management
Florida
$386K +$9.55K +70 +2%
OIS
2031
OneAscent Investment Solutions
Alabama
$385K -$82.5K -605 -15%
CSI
2032
Cross Staff Investments
New York
$385K – – –
GBFG
2033
Gerald Baker Financial Group
Texas
$384K +$8.87K +65 +2%
SFG
2034
Sovereign Financial Group
Connecticut
$384K -$6.28K -46 -1%
AUB
2035
Atlantic Union Bankshares
Virginia
$382K -$1.91K -14 -0.4%
NG
2036
Novem Group
New York
$382K +$49K +359 +12%
PCG
2037
PFC Capital Group
California
$381K +$6.82K +50 +2%
GBWM
2038
Granite Bay Wealth Management
New Hampshire
$381K +$445K +3,263 New
TPWA
2039
TRUE Private Wealth Advisors
Oregon
$380K +$8.46K +62 +2%
OF
2040
Outfitter Financial
Maine
$379K +$6.82K +50 +2%
SAA
2041
Southeast Asset Advisors
Georgia
$379K +$40.8K +299 +10%
PFW
2042
Petros Family Wealth
Minnesota
$378K +$9.28K +68 +2%
GAM
2043
Gemmer Asset Management
California
$376K -$3.14K -23 -0.7%
DO
2044
denkapparat Operations
Germany
$375K +$180K +1,320 +70%
CFSG
2045
Clark Financial Services Group
Missouri
$374K +$61.8K +453 +16%
AWM
2046
Arista Wealth Management
Nevada
$374K -$138K -1,009 -24%
RTC
2047
Real Talk Capital
Tennessee
$374K +$78K +572 +22%
BWM
2048
BCGM Wealth Management
Indiana
$374K +$8.73K +64 +2%
ET
2049
Equitable Trust
Tennessee
$373K -$27.3K -200 -6%
MFG
2050
Mission Financial Group
Nevada
$372K +$435K +3,190 New
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82
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