| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Pinnacle Holdings, LLC | 437,406 | 441,367 | +3,961 | 0.54 | 0.90 | +0.36 | buy |
| KINGSWOOD WEALTH ADVISORS, LLC | 18,034 | 14,017 | -4,017 | 0.00 | 0.01 | +0.00 | sell |