| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Angel Oak Capital Advisors, LLC | 149,771 | 3,292,840 | +3,143,069 | 0.15 | 8.71 | +8.56 | buy |
| Falcon Wealth Planning | 105,000 | 85,000 | -20,000 | 0.01 | 0.01 | +0.00 | sell |
| Curated Wealth Partners LLC | 931,297 | 881,297 | -50,000 | 0.15 | 0.17 | +0.03 | sell |