| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Orin Green Financial, LLC | 0 | 10,737 | +10,737 | 0.05 | 0.03 | -0.01 | buy |
| Baker Avenue Asset Management, LP | 15,983 | 21,346 | +5,363 | 0.00 | 0.01 | +0.00 | buy |
| Cassaday & Co Wealth Management LLC | 35,727 | 35,890 | +163 | 0.01 | 0.01 | -0.00 | buy |
| TD Capital Management LLC | 13,276 | 13,335 | +59 | 0.01 | 0.01 | -0.00 | buy |