| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| RIVERBRIDGE PARTNERS LLC | 33,638 | 45,908 | +12,270 | 0.01 | 0.01 | +0.00 | buy |
| Aviance Capital Partners, LLC | 34,356 | 35,696 | +1,340 | 0.06 | 0.06 | -0.00 | buy |
| Morey & Quinn Wealth Partners, LLC | 41,702 | 41,477 | -225 | 0.43 | 0.41 | -0.02 | sell |
| Capital Investment Advisors, LLC | 131,826 | 125,843 | -5,983 | 0.03 | 0.03 | -0.00 | sell |
| Shaker Financial Services, LLC | 174,761 | 137,124 | -37,637 | 0.84 | 0.59 | -0.24 | sell |
| 1607 Capital Partners, LLC | 569,695 | 484,495 | -85,200 | 0.60 | 0.45 | -0.15 | sell |