| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| BALDWIN WEALTH PARTNERS LLC/MA | 113,799 | 131,067 | +17,268 | 0.17 | 0.20 | +0.03 | buy |
| Cornerstone Advisory, LLC | 164,031 | 163,287 | -744 | 0.48 | 0.47 | -0.02 | sell |
| Gridiron Partners, LLC | 66,049 | 40,673 | -25,376 | 0.88 | 0.52 | -0.36 | sell |