| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Pettinga Financial Advisors LLC | 53,164 | 85,599 | +32,435 | 0.19 | 0.26 | +0.08 | buy |
| LexAurum Advisors, LLC | 19,303 | 19,403 | +100 | 0.05 | 0.04 | -0.00 | buy |
| Rareview Capital LLC | 65,472 | 27,393 | -38,079 | 0.76 | 0.30 | -0.46 | sell |
| Shaker Financial Services, LLC | 146,189 | 97,919 | -48,270 | 0.95 | 0.59 | -0.37 | sell |
| Logan Stone Capital, LLC | 264,073 | 24,969 | -239,104 | 1.37 | 0.10 | -1.27 | sell |