| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Crescent Grove Advisors, LLC | 60,000 | 130,769 | +70,769 | 0.02 | 0.02 | +0.00 | buy |
| CHAPIN DAVIS, INC. | 124,285 | 154,285 | +30,000 | 0.10 | 0.06 | -0.04 | buy |
| MCDONALD PARTNERS LLC | 101,238 | 109,622 | +8,384 | 0.09 | 0.06 | -0.03 | buy |