| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| BOURGEON CAPITAL MANAGEMENT LLC | 22,450 | 26,950 | +4,500 | 0.02 | 0.01 | -0.00 | buy |
| GRIMES & COMPANY, INC. | 13,622 | 13,986 | +364 | 0.00 | 0.00 | -0.00 | buy |
| Chicago Partners Investment Group LLC | 25,065 | 17,996 | -7,069 | 0.00 | 0.00 | -0.00 | sell |