| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Meridian Wealth Management, LLC | 71,040 | 70,850 | -190 | 0.03 | 0.04 | +0.01 | sell |
| FSA WEALTH PARTNERS, INC. | 110,852 | 79,989 | -30,863 | 0.21 | 0.31 | +0.10 | sell |