| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Consolidated Portfolio Review Corp | 73,987 | 111,054 | +37,067 | 0.17 | 0.27 | +0.10 | buy |
| Samalin Investment Counsel, LLC | 13,287 | 13,570 | +283 | 0.08 | 0.08 | +0.00 | buy |
| Pettinga Financial Advisors LLC | 19,278 | 14,569 | -4,709 | 0.06 | 0.05 | -0.01 | sell |
| LexAurum Advisors, LLC | 111,651 | 101,653 | -9,998 | 0.33 | 0.30 | -0.03 | sell |