ORIX CORP
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| BTC Capital Management, Inc. | 52,285 | 106,698 | +54,413 | 0.11 | 0.25 | +0.14 | buy |
| Hennion & Walsh Asset Management, Inc. | 14,149 | 27,576 | +13,427 | 0.01 | 0.03 | +0.02 | buy |
| Gradient Investments LLC | 157,454 | 165,151 | +7,697 | 0.07 | 0.09 | +0.01 | buy |
| Venturi Wealth Management, LLC | 20,275 | 22,727 | +2,452 | 0.03 | 0.03 | +0.01 | buy |
| Optas, LLC | 12,831 | 12,930 | +99 | 0.06 | 0.07 | +0.01 | buy |
| Grove Bank & Trust | 35 | 45 | +10 | 0.00 | 0.00 | +0.00 | buy |
| EWA, LLC | 6,984 | 6,950 | -34 | 0.05 | 0.05 | +0.00 | sell |
| Net Worth Advisory Group | 11,081 | 11,034 | -47 | 0.07 | 0.11 | +0.04 | sell |
| Aaron Wealth Advisors LLC | 34,001 | 33,056 | -945 | 0.06 | 0.06 | +0.00 | sell |
| GREENLEAF TRUST | 37,375 | 36,300 | -1,075 | 0.01 | 0.01 | +0.00 | sell |
| Gilman Hill Asset Management, LLC | 203,157 | 199,365 | -3,792 | 0.92 | 1.04 | +0.12 | sell |
| Boston Common Asset Management, LLC | 175,172 | 165,949 | -9,223 | 0.34 | 0.37 | +0.04 | sell |
| Henry James International Management Inc. | 111,455 | 88,169 | -23,286 | 1.21 | 1.00 | -0.20 | sell |