KINETIK HOLDINGS
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 4,878 | 4,778 | -100 | 0.06 | 0.05 | -0.01 | sell |
| SL ADVISORS, LLC | 35,197 | 34,972 | -225 | 2.88 | 2.96 | +0.07 | sell |
| MFG WEALTH MANAGEMENT, INC. | 27,097 | 22,829 | -4,268 | 1.09 | 0.79 | -0.30 | sell |