PALANTIR TECHNOLOGIES INCLASS A
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Defender Capital, LLC. | 284,948 | 309,687 | +24,739 | 14.79 | 11.73 | -3.05 | buy |
| Sound Income Strategies, LLC | 5,726 | 10,752 | +5,026 | 0.04 | 0.06 | +0.02 | buy |
| Clarus Wealth Advisors | 14,598 | 17,078 | +2,480 | 0.93 | 0.87 | -0.06 | buy |
| Independence Bank of Kentucky | 3,225 | 5,663 | +2,438 | 0.06 | 0.07 | +0.01 | buy |
| SHEETS SMITH WEALTH MANAGEMENT | 11,495 | 13,695 | +2,200 | 0.19 | 0.16 | -0.03 | buy |
| Fulcrum Equity Management | 2,247 | 4,129 | +1,882 | 0.32 | 0.39 | +0.07 | buy |
| 180 WEALTH ADVISORS, LLC | 10,473 | 11,766 | +1,293 | 0.17 | 0.14 | -0.04 | buy |
| AMERICAN NATIONAL BANK & TRUST | 28,126 | 29,299 | +1,173 | 0.39 | 0.29 | -0.10 | buy |
| Cornell Pochily Investment Advisors, Inc. | 2,645 | 3,555 | +910 | 0.11 | 0.11 | -0.00 | buy |
| HHM Wealth Advisors, LLC | 4,314 | 5,047 | +733 | 0.07 | 0.06 | -0.01 | buy |
| Magnus Financial Group LLC | 26,618 | 27,238 | +620 | 0.32 | 0.23 | -0.09 | buy |
| Crumly & Associates Inc. | 4,631 | 5,139 | +508 | 0.14 | 0.11 | -0.03 | buy |
| Poehling Capital Management, INC. | 2,082 | 2,558 | +476 | 0.06 | 0.06 | -0.00 | buy |
| G&S Capital LLC | 2,843 | 3,144 | +301 | 0.15 | 0.11 | -0.04 | buy |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 2,819 | 3,029 | +210 | 0.03 | 0.03 | -0.01 | buy |
| Winthrop Advisory Group LLC | 1,848 | 2,054 | +206 | 0.02 | 0.02 | -0.01 | buy |
| AMI ASSET MANAGEMENT CORP | 2,000 | 2,119 | +119 | 0.02 | 0.01 | -0.00 | buy |
| HOWARD WEALTH MANAGEMENT, LLC | 34,140 | 34,210 | +70 | 2.10 | 1.48 | -0.63 | buy |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 2,230 | 2,270 | +40 | 0.08 | 0.05 | -0.03 | buy |
| J. L. Bainbridge & Co., Inc. | 1,919 | 1,938 | +19 | 0.03 | 0.02 | -0.01 | buy |
| Benchmark Financial Wealth Advisors, LLC | 2,467 | 2,463 | -4 | 0.10 | 0.07 | -0.03 | sell |
| West Branch Capital LLC | 9,545 | 9,521 | -24 | 0.37 | 0.26 | -0.12 | sell |
| COUNTRY TRUST BANK | 103 | 18 | -85 | 0.00 | 0.00 | -0.00 | sell |
| Murphy, Middleton, Hinkle & Parker, Inc. | 4,119 | 3,994 | -125 | 0.28 | 0.19 | -0.09 | sell |
| Lantz Financial LLC | 2,209 | 1,951 | -258 | 0.07 | 0.04 | -0.03 | sell |
| Balefire, LLC | 5,799 | 5,445 | -354 | 0.16 | 0.10 | -0.06 | sell |
| Cooper Financial Group | 12,358 | 11,734 | -624 | 0.18 | 0.11 | -0.07 | sell |
| Certified Advisory Corp | 3,540 | 2,901 | -639 | 0.05 | 0.03 | -0.02 | sell |
| Rinkey Investments | 2,429 | 1,789 | -640 | 0.09 | 0.05 | -0.04 | sell |
| SUMMITRY LLC | 3,942 | 2,149 | -1,793 | 0.02 | 0.01 | -0.01 | sell |
| Oxinas Partners Wealth Management LLC | 4,814 | 2,444 | -2,370 | 0.32 | 0.11 | -0.21 | sell |
| SlateStone Wealth, LLC | 72,568 | 70,182 | -2,386 | 0.88 | 0.63 | -0.25 | sell |
| JGP Wealth Management, LLC | 8,593 | 6,090 | -2,503 | 0.13 | 0.06 | -0.07 | sell |
| Vigilare Wealth Management | 8,592 | 6,074 | -2,518 | 0.42 | 0.22 | -0.21 | sell |
| FORTEM FINANCIAL GROUP, LLC | 96,137 | 93,188 | -2,949 | 3.53 | 2.22 | -1.31 | sell |
| GREENLEAF TRUST | 37,201 | 32,435 | -4,766 | 0.05 | 0.04 | -0.02 | sell |
| Insight Wealth Strategies, LLC | 27,458 | 4,997 | -22,461 | 0.45 | 0.06 | -0.39 | sell |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 48,839 | 10 | -48,829 | 1.46 | 0.00 | -1.46 | sell |