| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Alliance Wealth Advisors, LLC | 4,459 | 4,462 | +3 | 0.13 | 0.12 | -0.00 | buy |
| Lewis Asset Management, LLC | 8,812 | 8,814 | +2 | 0.32 | 0.33 | +0.01 | buy |
| Jacobi Capital Management LLC | 16,037 | 7,943 | -8,094 | 0.06 | 0.03 | -0.03 | sell |