| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| NewEdge Wealth, LLC | 0 | 1,943,048 | +1,943,048 | 0.00 | 0.32 | +0.32 | buy |
| Murphy & Mullick Capital Management Corp | 0 | 3,619 | +3,619 | 0.00 | 0.03 | +0.03 | buy |
| Cornerstone Planning Group LLC | 0 | 38 | +38 | 0.00 | 0.00 | +0.00 | buy |