TESLA INC
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Sound Income Strategies, LLC | 25,674 | 27,143 | +1,469 | 0.47 | 0.51 | +0.04 | buy |
| Rinkey Investments | 1,312 | 2,247 | +935 | 0.12 | 0.22 | +0.10 | buy |
| AMERICAN NATIONAL BANK & TRUST | 2,762 | 3,302 | +540 | 0.10 | 0.12 | +0.02 | buy |
| Clarus Wealth Advisors | 5,474 | 6,009 | +535 | 0.81 | 0.91 | +0.10 | buy |
| SHEETS SMITH WEALTH MANAGEMENT | 1,857 | 2,345 | +488 | 0.08 | 0.10 | +0.02 | buy |
| 180 WEALTH ADVISORS, LLC | 30,619 | 30,999 | +380 | 1.29 | 1.31 | +0.01 | buy |
| Stewardship Advisors, LLC | 1,716 | 1,823 | +107 | 0.15 | 0.16 | +0.01 | buy |
| FIRST UNITED BANK & TRUST | 2,349 | 2,454 | +105 | 0.28 | 0.30 | +0.01 | buy |
| G&S Capital LLC | 3,381 | 3,483 | +102 | 0.44 | 0.43 | -0.02 | buy |
| THOMPSON INVESTMENT MANAGEMENT, INC. | 377 | 440 | +63 | 0.02 | 0.02 | +0.00 | buy |
| COUNTRY TRUST BANK | 2,563 | 2,617 | +54 | 0.02 | 0.02 | +0.00 | buy |
| Ballast, Inc. | 1,291 | 1,288 | -3 | 0.11 | 0.10 | -0.01 | sell |
| Independence Bank of Kentucky | 846 | 839 | -7 | 0.04 | 0.04 | -0.00 | sell |
| Nova R Wealth, Inc. | 677 | 659 | -18 | 0.08 | 0.08 | +0.00 | sell |
| Cypress Capital, LLC | 893 | 852 | -41 | 0.09 | 0.10 | +0.00 | sell |
| Towerpoint Wealth, LLC | 1,769 | 1,721 | -48 | 0.27 | 0.25 | -0.01 | sell |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 24,665 | 24,592 | -73 | 1.88 | 1.83 | -0.05 | sell |
| Certified Advisory Corp | 7,591 | 7,510 | -81 | 0.25 | 0.25 | +0.00 | sell |
| TLWM | 8,200 | 8,119 | -81 | 0.55 | 0.56 | +0.01 | sell |
| Elmwood Wealth Management, Inc. | 2,178 | 2,063 | -115 | 0.22 | 0.22 | -0.01 | sell |
| SUMMITRY LLC | 5,619 | 5,468 | -151 | 0.07 | 0.08 | +0.00 | sell |
| SeaBridge Investment Advisors LLC | 2,188 | 2,013 | -175 | 0.14 | 0.12 | -0.02 | sell |
| Vigilare Wealth Management | 8,049 | 7,845 | -204 | 1.01 | 1.01 | +0.00 | sell |
| Chesley Taft & Associates LLC | 3,127 | 2,802 | -325 | 0.05 | 0.05 | -0.00 | sell |
| Bath Savings Trust Co | 3,012 | 2,416 | -596 | 0.12 | 0.11 | -0.01 | sell |
| GREENLEAF TRUST | 52,841 | 50,990 | -1,851 | 0.19 | 0.21 | +0.01 | sell |