| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 96,842 | 136,396 | +39,554 | 0.45 | 0.58 | +0.13 | buy |
| MELFA WEALTH MANAGEMENT, INC. | 71,408 | 71,684 | +276 | 0.77 | 0.70 | -0.07 | buy |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 12,886 | 12,550 | -336 | 0.11 | 0.11 | -0.00 | sell |
| SIT INVESTMENT ASSOCIATES INC | 325,762 | 308,318 | -17,444 | 0.09 | 0.08 | -0.01 | sell |