| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Oppenheimer & Close, LLC | 112,290 | 136,447 | +24,157 | 1.55 | 2.15 | +0.60 | buy |
| Estabrook Capital Management | 114,281 | 122,581 | +8,300 | 0.36 | 0.41 | +0.05 | buy |
| Palisades Investment Partners, LLC | 46,102 | 46,978 | +876 | 0.40 | 0.33 | -0.06 | buy |
| Guardian Wealth Management, Inc. | 93,130 | 77,953 | -15,177 | 1.11 | 0.96 | -0.15 | sell |