| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Evergreen Wealth Solutions, LLC | 11,793 | 16,707 | +4,914 | 0.23 | 0.30 | +0.07 | buy |
| Savant Capital, LLC | 10,650 | 10,793 | +143 | 0.00 | 0.00 | -0.00 | buy |
| Hudock, Inc. | 37,184 | 37,208 | +24 | 0.17 | 0.16 | -0.01 | buy |
| CITIZENS & NORTHERN CORP | 318,974 | 318,737 | -237 | 2.33 | 2.25 | -0.08 | sell |
| IVC Wealth Advisors LLC | 138,435 | 137,190 | -1,245 | 1.69 | 1.61 | -0.08 | sell |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 127,638 | 125,408 | -2,230 | 1.06 | 0.91 | -0.14 | sell |