| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Kovitz Investment Group Partners, LLC | 34,725 | 50,125 | +15,400 | 0.00 | 0.00 | +0.00 | buy |
| SteelPeak Wealth, LLC | 135,361 | 136,986 | +1,625 | 0.05 | 0.03 | -0.01 | buy |
| KORNITZER CAPITAL MANAGEMENT INC /KS | 129,251 | 99,251 | -30,000 | 0.01 | 0.01 | -0.01 | sell |