| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Spectrum Asset Management, Inc. (NB/CA) | 74,400 | 94,400 | +20,000 | 0.04 | 0.08 | +0.03 | buy |
| D'Orazio & Associates, Inc. | 32,987 | 48,987 | +16,000 | 0.01 | 0.02 | +0.01 | buy |
| Cannon Financial Strategists, Inc. | 78,739 | 72,788 | -5,951 | 0.02 | 0.02 | +0.01 | sell |