| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| TWIN FOCUS CAPITAL PARTNERS, LLC | 26,000 | 30,000 | +4,000 | 0.04 | 0.04 | -0.00 | buy |
| LAFFER TENGLER INVESTMENTS, INC. | 11,577 | 15,031 | +3,454 | 0.02 | 0.03 | +0.00 | buy |
| PCG Wealth Advisors, LLC | 147,914 | 147,808 | -106 | 0.54 | 0.48 | -0.06 | sell |