| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Stonebridge Financial Group, LLC | 4,936 | 5,990 | +1,054 | 0.02 | 0.03 | +0.01 | buy |
| RKL Wealth Management LLC | 9,207 | 9,218 | +11 | 0.04 | 0.04 | +0.00 | buy |
| Curi Capital, LLC | 7,785 | 7,789 | +4 | 0.01 | 0.01 | +0.00 | buy |
| Farmers & Merchants Trust Co of Chambersburg PA | 26,742 | 19,713 | -7,029 | 0.35 | 0.28 | -0.07 | sell |
| Fourthstone LLC | 331,586 | 175,570 | -156,016 | 2.74 | 1.65 | -1.09 | sell |