| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Leo Wealth, LLC | 33,250 | 53,788 | +20,538 | 0.06 | 0.15 | +0.10 | buy |
| PARTNERS WEALTH MANAGEMENT, LLC | 18,693 | 20,085 | +1,392 | 0.39 | 0.45 | +0.05 | buy |
| Creekmur Asset Management LLC | 113 | 112 | -1 | 0.00 | 0.00 | -0.00 | sell |