| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Csenge Advisory Group | 221,400 | 235,100 | +13,700 | 0.01 | 0.00 | -0.00 | buy |
| BIP Wealth, LLC | 99,941 | 110,113 | +10,172 | 0.00 | 0.00 | -0.00 | buy |
| EP Wealth Advisors, LLC | 2,610,329 | 41,534 | -2,568,795 | 0.00 | 0.00 | -0.00 | sell |