| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Ground Swell Capital, LLC | 103,587 | 108,016 | +4,429 | 0.00 | 0.00 | -0.00 | buy |
| Shay Capital LLC | 129,909 | 132,434 | +2,525 | 0.05 | 0.04 | -0.00 | buy |
| Keel Point, LLC | 10,000 | 12,050 | +2,050 | 0.00 | 0.00 | +0.00 | buy |
| Waldron Private Wealth LLC | 33,060 | 33,128 | +68 | 0.00 | 0.00 | -0.00 | buy |