| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Leo Wealth, LLC | 171,885 | 173,302 | +1,417 | 0.18 | 0.10 | -0.08 | buy |
| SIMON QUICK ADVISORS, LLC | 171,885 | 173,302 | +1,417 | 0.13 | 0.07 | -0.06 | buy |
| Johnson Financial Group, Inc. | 40,610 | 20,305 | -20,305 | 0.02 | 0.01 | -0.01 | sell |