| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Accurate Wealth Management, LLC | 65,009 | 81,763 | +16,754 | 0.06 | 0.05 | -0.01 | buy |
| HHM Wealth Advisors, LLC | 174 | 150 | -24 | 0.00 | 0.00 | -0.00 | sell |