| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Dynamic Advisor Solutions LLC | 24,686 | 21,686 | -3,000 | 0.00 | 0.00 | +0.00 | sell |
| Evernest Financial Advisors, LLC | 166,500 | 152,000 | -14,500 | 0.23 | 0.24 | +0.01 | sell |