| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Pinnacle Wealth Planning Services, Inc. | 18,170 | 34,791 | +16,621 | 0.01 | 0.03 | +0.02 | buy |
| Red Tortoise LLC | 540 | 996 | +456 | 0.00 | 0.00 | +0.00 | buy |
| PURSUE WEALTH PARTNERS LLC | 19,083 | 18,245 | -838 | 0.04 | 0.06 | +0.02 | sell |