| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| HAZLETT, BURT & WATSON, INC. | 350 | 2,700 | +2,350 | 0.01 | 0.04 | +0.03 | buy |
| Financial Advocates Investment Management | 9,048 | 9,682 | +634 | 0.03 | 0.02 | -0.01 | buy |
| GRIFFIN ASSET MANAGEMENT, INC. | 8,430 | 6,780 | -1,650 | 0.06 | 0.03 | -0.03 | sell |
| Walkner Condon Financial Advisors LLC | 12,500 | 6,200 | -6,300 | 0.15 | 0.04 | -0.11 | sell |