| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 66,037 | 67,103 | +1,066 | 0.17 | 0.17 | +0.00 | buy |
| Creekmur Asset Management LLC | 1,959 | 2,027 | +68 | 0.01 | 0.01 | +0.00 | buy |
| Selective Wealth Management, Inc. | 65,556 | 63,186 | -2,370 | 0.40 | 0.28 | -0.12 | sell |