| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| KIM, LLC | 506,394 | 949,957 | +443,563 | 0.14 | 0.20 | +0.07 | buy |
| Artisan Partners Limited Partnership | 107,339 | 114,935 | +7,596 | 0.00 | 0.00 | -0.00 | buy |
| Meriwether Wealth & Planning, LLC | 10,139 | 10,283 | +144 | 0.02 | 0.02 | -0.00 | buy |
| MONETA GROUP INVESTMENT ADVISORS LLC | 27,914 | 27,965 | +51 | 0.00 | 0.00 | -0.00 | buy |
| Ipsen Advisor Group LLC | 11,658 | 11,680 | +22 | 0.03 | 0.02 | -0.00 | buy |
| Pettinga Financial Advisors LLC | 13,525 | 12,525 | -1,000 | 0.01 | 0.01 | -0.00 | sell |
| Confluence Wealth Services, Inc. | 33,693 | 32,448 | -1,245 | 0.01 | 0.00 | -0.00 | sell |
| Independent Advisor Alliance | 14,705 | 12,346 | -2,359 | 0.00 | 0.00 | -0.00 | sell |