| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Leverty Financial Group, LLC | 20,081 | 30,521 | +10,440 | 0.04 | 0.04 | -0.00 | buy |
| Ridgewood Investments LLC | 30,777 | 26,045 | -4,732 | 0.06 | 0.03 | -0.03 | sell |