| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Vermillion & White Wealth Management Group, LLC | 1,250,000 | 1,500,000 | +250,000 | 0.01 | 0.03 | +0.02 | buy |
| HighPoint Advisor Group LLC | 0 | 10,000 | +10,000 | 0.00 | 0.00 | +0.00 | buy |
| OLD POINT TRUST & FINANCIAL SERVICES N A | 5,000 | 5,000 | 0 | 0.00 | 0.00 | +0.00 | hold |
| Ethos Financial Group, LLC | 10,000 | 10,000 | 0 | 0.00 | 0.00 | 0.00 | hold |