| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Modera Wealth Management, LLC | 10,755 | 10,878 | +123 | 0.00 | 0.00 | +0.00 | buy |
| LexAurum Advisors, LLC | 73,042 | 46,308 | -26,734 | 0.34 | 0.23 | -0.12 | sell |
| Pettinga Financial Advisors LLC | 96,630 | 16,850 | -79,780 | 0.47 | 0.08 | -0.38 | sell |
| SIT INVESTMENT ASSOCIATES INC | 592,389 | 301,948 | -290,441 | 0.26 | 0.14 | -0.13 | sell |