| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Curated Wealth Partners LLC | 827,340 | 427,980 | -399,360 | 0.13 | 0.05 | -0.09 | sell |
| Angel Oak Capital Advisors, LLC | 3,166,259 | 2,662,136 | -504,123 | 4.54 | 3.22 | -1.32 | sell |