| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Berkeley Capital Partners, LLC | 37,887 | 38,971 | +1,084 | 0.17 | 0.16 | -0.00 | buy |
| 1776 Wealth LLC | 60,939 | 61,939 | +1,000 | 0.44 | 0.44 | -0.00 | buy |
| Navis Wealth Advisors, LLC | 17,162 | 17,697 | +535 | 0.29 | 0.27 | -0.03 | buy |
| Corton Capital Inc. | 23,583 | 15,675 | -7,908 | 0.21 | 0.79 | +0.58 | sell |