| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| EVERMAY WEALTH MANAGEMENT LLC | 332,087 | 333,980 | +1,893 | 1.30 | 1.22 | -0.08 | buy |
| Cresset Asset Management, LLC | 75,234 | 75,238 | +4 | 0.01 | 0.01 | 0.00 | buy |
| TOTH FINANCIAL ADVISORY CORP | 430,162 | 423,329 | -6,833 | 1.25 | 1.15 | -0.10 | sell |