| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 225,387 | 248,860 | +23,473 | 0.69 | 0.82 | +0.13 | buy |
| Alexander Randolph Advisory, Inc. | 115,954 | 128,200 | +12,246 | 0.86 | 1.05 | +0.19 | buy |
| Financial Perspectives, Inc | 1,126 | 1,147 | +21 | 0.00 | 0.00 | +0.00 | buy |
| CURIO WEALTH, LLC | 593 | 1 | -592 | 0.00 | 0.00 | -0.00 | sell |