| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| CHAPIN DAVIS, INC. | 55,000 | 80,000 | +25,000 | 0.00 | 0.01 | +0.01 | buy |
| Beta Wealth Group, Inc. | 51,644 | 76,644 | +25,000 | 0.01 | 0.01 | +0.01 | buy |
| Csenge Advisory Group | 25,477 | 27,906 | +2,429 | 0.00 | 0.00 | +0.00 | buy |