| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Sigma Planning Corp | 48,144 | 34,443 | -13,701 | 0.01 | 0.02 | +0.02 | sell |
| HOHIMER WEALTH MANAGEMENT, LLC | 186,464 | 44,779 | -141,685 | 0.21 | 0.10 | -0.11 | sell |