| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Cornerstone Advisory, LLC | 57,650 | 114,043 | +56,393 | 0.18 | 0.36 | +0.18 | buy |
| BALDWIN WEALTH PARTNERS LLC/MA | 57,899 | 64,549 | +6,650 | 0.09 | 0.10 | +0.01 | buy |
| LexAurum Advisors, LLC | 23,073 | 22,261 | -812 | 0.13 | 0.12 | -0.01 | sell |