| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Evernest Financial Advisors, LLC | 21,000 | 10,600 | -10,400 | 0.10 | 0.04 | -0.06 | sell |
| Topline Capital Management, LLC | 65,096 | 48,896 | -16,200 | 0.20 | 0.10 | -0.10 | sell |