| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Summit Financial Wealth Advisors, LLC | 28,800 | 26,800 | -2,000 | 0.07 | 0.06 | -0.01 | sell |
| Arcus Capital Partners, LLC | 16,484 | 12,477 | -4,007 | 0.06 | 0.05 | -0.01 | sell |