| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| America First Investment Advisors, LLC | 56,772 | 120,189 | +63,417 | 0.15 | 0.27 | +0.12 | buy |
| FIDUCIARY TRUST CO | 13,843 | 27,395 | +13,552 | 0.00 | 0.00 | +0.00 | buy |
| Royal Capital Wealth Management, LLC | 20,826 | 17,996 | -2,830 | 0.18 | 0.14 | -0.04 | sell |
| SOA Wealth Advisors, LLC. | 17,471 | 14,472 | -2,999 | 0.04 | 0.03 | -0.01 | sell |
| Samalin Investment Counsel, LLC | 49,820 | 46,541 | -3,279 | 0.25 | 0.20 | -0.05 | sell |