| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| EVERMAY WEALTH MANAGEMENT LLC | 349,969 | 351,149 | +1,180 | 0.79 | 0.79 | +0.00 | buy |
| TOTH FINANCIAL ADVISORY CORP | 368,621 | 336,253 | -32,368 | 0.82 | 0.72 | -0.11 | sell |