| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| PDS Planning, Inc | 23,782 | 47,264 | +23,482 | 0.01 | 0.01 | +0.01 | buy |
| Laird Norton Wetherby Trust Company, LLC | 42,173 | 54,288 | +12,115 | 0.02 | 0.03 | +0.01 | buy |
| Inspire Advisors, LLC | 39,908 | 40,278 | +370 | 0.01 | 0.01 | -0.00 | buy |
| WealthCollab, LLC | 737 | 1,082 | +345 | 0.00 | 0.00 | +0.00 | buy |
| Sivia Capital Partners, LLC | 20,124 | 18,098 | -2,026 | 0.03 | 0.03 | -0.00 | sell |