| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Triumph Capital Management | 36,117 | 36,117 | 0 | 0.30 | 0.28 | -0.02 | hold |
| Financial Management Professionals, Inc. | 2,360 | 2,377 | +17 | 0.01 | 0.01 | -0.00 | buy |
| BARTLETT & CO. WEALTH MANAGEMENT LLC | 245 | 0 | -245 | 0.00 | 0.00 | -0.00 | sell |