| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Klingman & Associates, LLC | 91,822 | 148,273 | +56,451 | 0.01 | 0.01 | +0.00 | buy |
| Impact Investors, Inc | 48,414 | 53,446 | +5,032 | 0.06 | 0.05 | -0.01 | buy |
| Boston Partners | 155,531 | 155,770 | +239 | 0.00 | 0.00 | -0.00 | buy |
| Laidlaw Wealth Management LLC | 63,000 | 55,700 | -7,300 | 0.30 | 0.22 | -0.08 | sell |