| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Waverly Advisors, LLC | 19,663 | 17,663 | -2,000 | 0.00 | 0.00 | +0.00 | sell |
| Kellett Wealth Advisors, LLC | 20,000 | 10,000 | -10,000 | 0.01 | 0.00 | -0.00 | sell |