| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Tyler-Stone Wealth Management | 21,008 | 42,016 | +21,008 | 0.02 | 0.02 | +0.01 | buy |
| Laird Norton Wetherby Trust Company, LLC | 604,235 | 620,735 | +16,500 | 0.19 | 0.26 | +0.07 | buy |
| MISSION WEALTH MANAGEMENT, LP | 502,420 | 509,517 | +7,097 | 0.03 | 0.04 | +0.01 | buy |
| Robertson Stephens Wealth Management, LLC | 25,649 | 15,649 | -10,000 | 0.00 | 0.00 | -0.00 | sell |
| D.A. DAVIDSON & CO. | 736,415 | 671,072 | -65,343 | 0.01 | 0.02 | +0.00 | sell |