| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Cresset Asset Management, LLC | 20,890 | 1,562,720 | +1,541,830 | 0.00 | 0.05 | 0.00 | buy |
| Sargent Investment Group, LLC | 214,000 | 206,500 | +7,500 | 0.16 | 0.21 | 0.00 | sell |