| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Sovran Advisors, LLC | 33,969 | 47,295 | +13,326 | 0.04 | 0.04 | +0.00 | buy |
| Refined Wealth Management | 148,603 | 153,726 | +5,123 | 1.41 | 1.08 | -0.33 | buy |
| Keel Point, LLC | 17,399 | 19,443 | +2,044 | 0.02 | 0.01 | -0.00 | buy |
| Beaird Harris Wealth Management, LLC | 8,624 | 9,868 | +1,244 | 0.01 | 0.01 | -0.00 | buy |