| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Tortoise Investment Management, LLC | 163,521 | 215,937 | +52,416 | 0.31 | 0.24 | -0.07 | buy |
| Geneos Wealth Management Inc. | 63,712 | 68,199 | +4,487 | 0.03 | 0.02 | 0.00 | buy |
| EAGLE GLOBAL ADVISORS LLC | 10,200 | 12,900 | +2,700 | 0.01 | 0.01 | -0.00 | buy |
| LeConte Wealth Management, LLC | 11,154 | 12,222 | +1,068 | 0.16 | 0.10 | -0.06 | buy |
| Rathbones Group PLC | 18,382 | 19,232 | +850 | 0.00 | 0.00 | -0.00 | buy |
| Caitlin John, LLC | 75 | 100 | +25 | 0.00 | 0.00 | -0.00 | buy |
| DUDLEY CAPITAL MANAGEMENT, LLC | 34,166 | 30,000 | -4,166 | 0.33 | 0.17 | -0.16 | sell |