| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| HighPoint Advisor Group LLC | 21,672 | 181,069 | +159,397 | 0.01 | 0.03 | +0.03 | buy |
| Westmount Partners, LLC | 16,888 | 73,246 | +56,358 | 0.07 | 0.07 | +0.00 | buy |