| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| OneAscent Financial Services LLC | 13,680 | 146,798 | +133,118 | 0.00 | 0.01 | +0.01 | buy |
| CHAPIN DAVIS, INC. | 80,000 | 90,000 | +10,000 | 0.01 | 0.01 | +0.00 | buy |
| Millington Financial Advisors, LLC | 12,500 | 12,399 | -101 | 0.00 | 0.00 | +0.00 | sell |
| Csenge Advisory Group | 27,906 | 25,477 | -2,429 | 0.00 | 0.00 | -0.00 | sell |