| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Synergy Asset Management, LLC | 38,472 | 72,891 | +34,419 | 0.00 | 0.00 | -0.00 | buy |
| Winthrop Advisory Group LLC | 41,129 | 58,090 | +16,961 | 0.00 | 0.00 | -0.00 | buy |
| Iron Gate Global Advisors LLC | 14,046 | 13,511 | -535 | 0.00 | 0.00 | -0.00 | sell |
| Valeo Financial Advisors, LLC | 61,239 | 60,289 | -950 | 0.00 | 0.00 | -0.00 | sell |