| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| CONGRESS ASSET MANAGEMENT CO | 358,581 | 1,263,754 | +905,173 | 1.07 | 0.91 | -0.15 | buy |
| Intermede Investment Partners Ltd | 371,164 | 1,190,001 | +818,837 | 3.19 | 2.46 | -0.73 | buy |
| BRANT POINT INVESTMENT MANAGEMENT LLC | 28,327 | 109,229 | +80,902 | 0.87 | 0.92 | +0.05 | buy |
| Motley Fool Wealth Management, LLC | 26,732 | 106,310 | +79,578 | 0.53 | 0.56 | +0.03 | buy |
| Motley Fool Asset Management LLC | 18,509 | 72,142 | +53,633 | 0.52 | 0.47 | -0.05 | buy |
| Crystal Rock Capital Management | 13,545 | 54,180 | +40,635 | 3.38 | 3.20 | -0.18 | buy |
| WD RUTHERFORD LLC | 9,126 | 38,756 | +29,630 | 2.06 | 2.04 | -0.03 | buy |
| CIBC WORLD MARKETS CORP | 6,369 | 19,906 | +13,537 | 0.01 | 0.01 | +0.00 | buy |
| Abacus Planning Group, Inc. | 1,225 | 4,900 | +3,675 | 0.10 | 0.10 | -0.00 | buy |
| Wahed Invest LLC | 825 | 3,734 | +2,909 | 0.09 | 0.09 | -0.00 | buy |
| FERGUSON WELLMAN CAPITAL MANAGEMENT, INC | 835 | 3,340 | +2,505 | 0.01 | 0.01 | -0.00 | buy |
| SYON CAPITAL LLC | 577 | 2,552 | +1,975 | 0.02 | 0.02 | +0.00 | buy |
| TRITONPOINT WEALTH, LLC | 837 | 2,645 | +1,808 | 0.03 | 0.03 | -0.01 | buy |
| Byrne Asset Management LLC | 90 | 360 | +270 | 0.03 | 0.03 | -0.00 | buy |
| Stuart Chaussee & Associates, Inc. | 19 | 76 | +57 | 0.00 | 0.00 | +0.00 | buy |
| HighPoint Advisor Group LLC | 5,189 | 5,177 | -12 | 0.04 | 0.00 | -0.04 | sell |