| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Fourthstone LLC | 47,117 | 79,721 | +32,604 | 0.20 | 0.28 | +0.08 | buy |
| MONOGRAPH WEALTH ADVISORS, LLC | 29,695 | 29,719 | +24 | 0.06 | 0.06 | +0.00 | buy |
| CALDWELL SUTTER CAPITAL, INC. | 15,373 | 14,773 | -600 | 0.10 | 0.11 | +0.01 | sell |