| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Ground Swell Capital, LLC | 130,727 | 105,240 | +25,487 | 0.00 | 0.00 | -0.00 | sell |
| Waldron Private Wealth LLC | 15,248 | 24,129 | +8,881 | 0.00 | 0.00 | +0.00 | buy |
| Shay Capital LLC | 134,697 | 129,659 | -5,038 | 0.05 | 0.04 | -0.00 | sell |