| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Logan Stone Capital, LLC | 12,288 | 76,483 | +64,195 | 0.05 | 0.38 | +0.33 | buy |
| SteelPeak Wealth, LLC | 19,250 | 26,250 | +7,000 | 0.01 | 0.02 | +0.00 | buy |
| Capital Investment Advisors, LLC | 16,750 | 14,750 | -2,000 | 0.01 | 0.00 | -0.00 | sell |