| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Greenwich Wealth Management LLC | 31,951 | 46,100 | +14,149 | 0.01 | 0.01 | -0.01 | buy |
| Lokken Investment Group LLC | 18,235 | 29,235 | +11,000 | 0.04 | 0.02 | -0.02 | buy |
| Sterling Investment Advisors, Ltd. | 23,974 | 23,416 | -558 | 0.03 | 0.01 | -0.02 | sell |