| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| BARD ASSOCIATES INC | 25,280 | 40,630 | +15,350 | 0.05 | 0.07 | +0.02 | buy |
| Modera Wealth Management, LLC | 185,043 | 184,975 | -68 | 0.02 | 0.01 | -0.00 | sell |
| Focused Wealth Management, Inc | 13,220 | 12,343 | -877 | 0.01 | 0.01 | -0.00 | sell |