| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| BALDWIN WEALTH PARTNERS LLC/MA | 150,314 | 171,734 | +21,420 | 0.22 | 0.23 | +0.01 | buy |
| WealthBridge Capital Management, LLC | 25,860 | 27,110 | +1,250 | 0.16 | 0.15 | -0.01 | buy |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 26,937 | 19,174 | -7,763 | 0.06 | 0.04 | -0.02 | sell |
| Shaker Financial Services, LLC | 81,753 | 67,668 | -14,085 | 0.66 | 0.51 | -0.15 | sell |
| Cornerstone Advisory, LLC | 150,221 | 102,912 | -47,309 | 0.42 | 0.24 | -0.19 | sell |