| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| OLD NATIONAL BANCORP /IN/ | 17,098 | 18,008 | +910 | 0.00 | 0.00 | -0.00 | buy |
| Badgley Phelps Wealth Managers, LLC | 12,242 | 11,808 | -434 | 0.00 | 0.00 | -0.00 | sell |
| KINGSWOOD WEALTH ADVISORS, LLC | 17,655 | 10,156 | -7,499 | 0.04 | 0.01 | -0.03 | sell |