| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Csenge Advisory Group | 68,243 | 68,360 | +117 | 0.05 | 0.04 | -0.01 | buy |
| Williams Jones Wealth Management, LLC. | 100,165 | 100,140 | -25 | 0.02 | 0.02 | -0.00 | sell |