| Fund | Previous Shares | Current Shares | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. | 4,208 | 6,806 | +2,598 | 0.01 | 0.02 | +0.01 | buy |
| PRAXIS INVESTMENT MANAGEMENT INC | 3,010 | 3,265 | +255 | 0.02 | 0.04 | +0.01 | buy |
| Douglas Lane & Associates, LLC | 256,876 | 244,499 | -12,377 | 0.48 | 0.69 | +0.21 | sell |