| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| FLAGSHIP HARBOR ADVISORS, LLC | 5,070 | 6,940 | +1,870 | 0.04 | 0.05 | +0.01 | buy |
| LEUTHOLD GROUP, LLC | 44,726 | 45,612 | +886 | 0.61 | 0.58 | -0.03 | buy |
| ACIMA PRIVATE WEALTH, LLC | 29,241 | 29,984 | +743 | 1.27 | 1.19 | -0.08 | buy |
| Upper Left Wealth Management, LLC | 36,315 | 33,529 | -2,786 | 3.69 | 3.35 | -0.34 | sell |