| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| MONETA GROUP INVESTMENT ADVISORS LLC | 87,883 | 162,883 | +75,000 | 0.00 | 0.00 | +0.00 | buy |
| CITIZENS FINANCIAL GROUP INC/RI | 140,000 | 155,000 | +15,000 | 0.00 | 0.00 | +0.00 | buy |
| Prestige Wealth Management Group LLC | 16,500 | 16,000 | +500 | 0.00 | 0.01 | 0.00 | sell |
| RITHOLTZ WEALTH MANAGEMENT | 882,256 | 342,256 | -540,000 | 0.03 | 0.02 | -0.01 | sell |