| Fund | Previous Shares | Current Shares | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Well Done, LLC | 30,684 | 43,621 | +12,937 | 0.22 | 0.24 | +0.02 | buy |
| Perigon Wealth Management, LLC | 44,415 | 48,112 | +3,697 | 0.04 | 0.03 | -0.01 | buy |
| Intellectus Partners, LLC | 18,350 | 18,750 | +400 | 0.17 | 0.14 | -0.03 | buy |