| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 93,036 | 95,036 | +2,000 | 0.03 | 0.03 | -0.00 | buy |
| Global Strategic Investment Solutions, LLC | 21,274 | 21,303 | +29 | 0.03 | 0.03 | -0.00 | buy |
| Summit Trail Advisors, LLC | 62,625 | 62,630 | +5 | 0.02 | 0.02 | -0.00 | buy |