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Palantir
PLTR

Name Holding Trade Value Shares
Change 		Change in
Stake
HTIM
2026
Harbour Trust & Investment Management
Indiana
$333K -$11.7K -100 -4%
BF
2027
Baring Financial
Washington
$333K +$7.51K +64 +3%
MA
2028
MCF Advisors
Kentucky
$333K -$1.59M -13,590 -85%
LF
2029
Lee Financial
Texas
$332K +$286K +2,438 New
PFG
2030
PAX Financial Group
Texas
$332K -$152K -1,300 -35%
JWM
2031
Jeppson Wealth Management
California
$332K +$286K +2,435 New
AFG
2032
Albion Financial Group
Utah
$330K +$352 +3 +0.1%
SWM
2033
Scissortail Wealth Management
Oklahoma
$330K +$2.93K +25 +1%
MMHP
2034
Murphy Middleton Hinkle & Parker
Georgia
$330K – – –
WBC
2035
West Branch Capital
Massachusetts
$329K +$48K +409 +20%
MW
2036
Maia Wealth
Colorado
$329K -$135K -1,148 -32%
FMII
2037
Farmers & Merchants Investments Inc
Nebraska
$329K +$9.38K +80 +3%
CA
2038
Centerpoint Advisors
Massachusetts
$328K -$22.6K -193 -7%
PSCM
2039
Per Stirling Capital Management
Texas
$328K -$271K -2,309 -49%
AF
2040
Atala Financial
California
$328K +$58.6K +500 +26%
CGIM
2041
Cannon Global Investment Management
Florida
$327K +$281K +2,400 New
GCM
2042
Gallacher Capital Management
Colorado
$327K +$281K +2,399 New
WIM
2043
Warwick Investment Management
Texas
$327K +$281K +2,398 New
RIP
2044
RAM Investment Partners
Washington
$327K +$281K +2,397 New
KP
2045
Kitching Partners
Pennsylvania
$325K +$280K +2,386 New
CAL
2046
Capital Advisors Ltd
Ohio
$325K +$117 +1 +0%
RFA
2047
Rollins Financial Advisors
New York
$321K +$276K +2,356 New
ABLA
2048
Alan B. Lancz & Associates
Ohio
$320K +$276K +2,350 New
EBSAM
2049
Eubel Brady & Suttman Asset Management
Ohio
$320K +$275K +2,347 New
WA
2050
Wealthstream Advisors
New York
$320K +$275K +2,347 New
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