| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Ballentine Partners, LLC | 12,178 | 12,931 | +753 | 0.00 | 0.00 | -0.00 | buy |
| Sequoia Financial Advisors, LLC | 14,136 | 14,427 | +291 | 0.00 | 0.00 | -0.00 | buy |
| Checchi Capital Advisers, LLC | 25,373 | 24,026 | -1,347 | 0.01 | 0.01 | -0.00 | sell |
| GREENLEAF TRUST | 12,653 | 10,757 | -1,896 | 0.00 | 0.00 | -0.00 | sell |
| Laird Norton Wetherby Wealth Management, LLC | 60,450 | 55,354 | -5,096 | 0.02 | 0.02 | -0.00 | sell |
| Itau Unibanco Holding S.A. | 314,771 | 771 | -314,000 | 0.09 | 0.00 | -0.09 | sell |