| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Cornerstone Advisory, LLC | 114,043 | 164,031 | +49,988 | 0.36 | 0.48 | +0.12 | buy |
| BALDWIN WEALTH PARTNERS LLC/MA | 64,549 | 113,799 | +49,250 | 0.10 | 0.17 | +0.07 | buy |
| Alpha Cubed Investments, LLC | 14,298 | 12,298 | -2,000 | 0.02 | 0.01 | -0.00 | sell |