| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Chicago Partners Investment Group LLC | 224,903 | 242,118 | +17,215 | 0.13 | 0.14 | +0.01 | buy |
| AMERICAN CENTURY COMPANIES INC | 2,232,094 | 2,234,335 | +2,241 | 0.02 | 0.02 | +0.00 | buy |
| WealthCollab, LLC | 230 | 132 | -98 | 0.00 | 0.00 | -0.00 | sell |
| STEPHENS INC /AR/ | 133,300 | 79,000 | -54,300 | 0.03 | 0.02 | -0.01 | sell |