| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| BALDWIN WEALTH PARTNERS LLC/MA | 168,630 | 174,130 | +5,500 | 0.08 | 0.07 | 0.00 | buy |
| FORBES J M & CO LLP | 47,419 | 48,401 | +982 | 0.03 | 0.03 | -0.00 | buy |