| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Meridian Wealth Management, LLC | 18,250 | 29,500 | +11,250 | 0.00 | 0.01 | +0.00 | buy |
| Financial Security Advisor, Inc. | 14,688 | 23,688 | +9,000 | 0.01 | 0.03 | +0.02 | buy |
| Bernardo Wealth Planning LLC | 15,895 | 14,895 | -1,000 | 0.01 | 0.01 | +0.01 | sell |
| Redmond Asset Management, LLC | 205,234 | 186,226 | -19,008 | 0.11 | 0.19 | +0.08 | sell |