| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Mallini Complete Financial Planning LLC | 18,449 | 18,943 | +494 | 0.19 | 0.26 | +0.08 | buy |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 12,374 | 12,271 | -103 | 0.10 | 0.10 | -0.00 | sell |
| MELFA WEALTH MANAGEMENT, INC. | 75,000 | 74,629 | -371 | 0.54 | 0.52 | -0.02 | sell |
| Shaker Financial Services, LLC | 149,862 | 140,102 | -9,760 | 0.62 | 0.56 | -0.06 | sell |