| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| GC Wealth Management RIA, LLC | 3,431,644 | 4,631,644 | +1,200,000 | 0.08 | 0.05 | -0.03 | buy |
| Texas Capital Bank Wealth Management Services Inc | 33,102 | 440,670 | +407,568 | 0.00 | 0.01 | +0.01 | buy |
| ANGELES WEALTH MANAGEMENT, LLC | 120,000 | 310,000 | +190,000 | 0.01 | 0.01 | -0.00 | buy |