| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| XML Financial, LLC | 21,487 | 24,300 | +2,813 | 0.04 | 0.04 | +0.00 | buy |
| NewEdge Wealth, LLC | 23,927 | 26,427 | +2,500 | 0.01 | 0.01 | -0.00 | buy |