| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Tempus Wealth Planning, LLC | 47,800 | 61,800 | +14,000 | 0.01 | 0.01 | -0.00 | buy |
| INSPIRION WEALTH ADVISORS, LLC | 344,394 | 180,495 | -163,899 | 0.18 | 0.02 | -0.17 | sell |