| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 162,883 | 312,883 | +150,000 | 0.00 | 0.00 | +0.00 | buy |
| AlTi Global, Inc. | 12,058 | 12,000 | -58 | 0.00 | 0.00 | -0.00 | sell |
| THOMPSON DAVIS & CO., INC. | 97,000 | 81,000 | -16,000 | 0.06 | 0.04 | -0.02 | sell |