| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Graypoint LLC | 124,991 | 130,969 | +5,978 | 0.06 | 0.06 | -0.00 | buy |
| Arkadios Wealth Advisors | 33,220 | 34,086 | +866 | 0.02 | 0.01 | -0.00 | buy |
| True North Advisors, LLC | 11,175 | 10,001 | -1,174 | 0.02 | 0.02 | -0.00 | sell |