| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Stone House Investment Management, LLC | 85,785 | 95,255 | +9,470 | 0.40 | 0.39 | -0.01 | buy |
| Evergreen Wealth Solutions, LLC | 16,779 | 16,803 | +24 | 0.21 | 0.22 | +0.01 | buy |
| Hudock, Inc. | 33,020 | 32,523 | -497 | 0.11 | 0.11 | +0.00 | sell |
| CITIZENS & NORTHERN CORP | 329,394 | 328,295 | -1,099 | 1.84 | 1.94 | +0.10 | sell |
| IVC Wealth Advisors LLC | 103,419 | 99,906 | -3,513 | 1.03 | 1.08 | +0.04 | sell |
| PENNSYLVANIA CAPITAL MANAGEMENT INC /ADV | 117,118 | 106,618 | -10,500 | 0.81 | 0.75 | -0.05 | sell |