| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Evernest Financial Advisors, LLC | 200,234 | 125,000 | -75,234 | 0.19 | 0.10 | -0.09 | sell |
| Parkman Healthcare Partners LLC | 913,443 | 354,465 | -558,978 | 0.32 | 0.10 | -0.22 | sell |