| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 50,125 | 100,125 | +50,000 | 0.00 | 0.01 | +0.00 | buy |
| SteelPeak Wealth, LLC | 137,936 | 122,836 | -15,100 | 0.04 | 0.04 | +0.00 | sell |
| Miracle Mile Advisors, LLC | 118,221 | 84,000 | -34,221 | 0.02 | 0.01 | -0.00 | sell |