| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Lodestone Wealth Management LLC | 6,803 | 19,637 | +12,834 | 0.02 | 0.13 | +0.11 | buy |
| McAdam, LLC | 12,746 | 12,198 | -548 | 0.00 | 0.01 | +0.00 | sell |
| Informed Momentum Co LLC | 135,989 | 130,568 | -5,421 | 0.12 | 0.21 | +0.09 | sell |
| Penbrook Management LLC | 46,740 | 38,875 | -7,865 | 0.27 | 0.45 | +0.18 | sell |
| BARD ASSOCIATES INC | 540,666 | 526,370 | -14,296 | 1.03 | 2.12 | +1.10 | sell |