| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| GREENWOOD CAPITAL ASSOCIATES LLC | 2,740 | 2,815 | +75 | 0.04 | 0.05 | +0.01 | buy |
| MTM Investment Management, LLC | 5,063 | 5,077 | +14 | 0.24 | 0.31 | +0.07 | buy |
| Colonial Trust Advisors | 3,988 | 3,993 | +5 | 0.04 | 0.06 | +0.01 | buy |
| Sensible Money, LLC | 2,175 | 2,179 | +4 | 0.14 | 0.17 | +0.03 | buy |
| Sound View Wealth Advisors Group, LLC | 5,428 | 5,393 | -35 | 0.06 | 0.08 | +0.02 | sell |
| SPRENG CAPITAL MANAGEMENT, INC. | 2,605 | 2,480 | -125 | 0.18 | 0.21 | +0.03 | sell |
| Hennion & Walsh Asset Management, Inc. | 3,558 | 3,408 | -150 | 0.02 | 0.03 | +0.00 | sell |
| PARK NATIONAL CORP /OH/ | 1,270,788 | 1,230,911 | -39,877 | 5.43 | 6.69 | +1.27 | sell |