| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Royal Capital Wealth Management, LLC | 84,375 | 81,612 | -2,763 | 0.13 | 0.09 | -0.04 | sell |
| Bernardo Wealth Planning LLC | 20,543 | 14,894 | -5,649 | 0.01 | 0.01 | -0.00 | sell |