| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| ZACKS INVESTMENT MANAGEMENT | 251,087 | 273,149 | +22,062 | 0.01 | 0.02 | +0.00 | buy |
| D'Orazio & Associates, Inc. | 34,369 | 41,862 | +7,493 | 0.03 | 0.04 | +0.01 | buy |
| Baron Wealth Management LLC | 21,866 | 24,973 | +3,107 | 0.04 | 0.05 | +0.01 | buy |
| Crescent Grove Advisors, LLC | 80,490 | 82,990 | +2,500 | 0.05 | 0.06 | +0.01 | buy |
| BAILARD, INC. | 43,500 | 41,000 | -2,500 | 0.01 | 0.01 | +0.00 | sell |
| SEGALL BRYANT & HAMILL, LLC | 310,151 | 289,655 | -20,496 | 0.03 | 0.03 | -0.00 | sell |
| MILLER VALUE PARTNERS, LLC | 2,651,039 | 2,538,299 | -112,740 | 4.57 | 5.06 | +0.48 | sell |