| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| LexAurum Advisors, LLC | 27,386 | 27,670 | +284 | 0.12 | 0.11 | -0.01 | buy |
| FORTRESS FINANCIAL GROUP, LLC | 18,816 | 19,026 | +210 | 0.41 | 0.38 | -0.03 | buy |
| Independent Wealth Network Inc. | 10,448 | 10,603 | +155 | 0.09 | 0.08 | -0.01 | buy |
| City State Bank | 8,354 | 7,954 | -400 | 0.06 | 0.05 | -0.01 | sell |
| WEST BANCORPORATION INC | 433,392 | 430,557 | -2,835 | 6.16 | 5.83 | -0.33 | sell |
| Legacy Bridge, LLC | 266,001 | 262,501 | -3,500 | 3.00 | 2.92 | -0.08 | sell |
| Pacific Ridge Capital Partners, LLC | 209,319 | 200,505 | -8,814 | 1.04 | 1.05 | +0.01 | sell |