Hartford Financial
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Oak Thistle LLC | 8,934 | 28,866 | +19,932 | 0.12 | 0.37 | +0.25 | buy |
| TECTONIC ADVISORS LLC | 5,116 | 5,801 | +685 | 0.04 | 0.04 | +0.00 | buy |
| Balefire, LLC | 2,059 | 2,228 | +169 | 0.05 | 0.05 | -0.00 | buy |
| Uncommon Cents Investing LLC | 37,500 | 37,650 | +150 | 1.18 | 1.08 | -0.10 | buy |
| Winthrop Advisory Group LLC | 2,191 | 2,326 | +135 | 0.02 | 0.02 | -0.00 | buy |
| FIRST UNITED BANK & TRUST | 340 | 325 | -15 | 0.01 | 0.01 | -0.00 | sell |
| Howard Capital Management Group, LLC | 2,351 | 1,943 | -408 | 0.02 | 0.02 | -0.01 | sell |
| HENNESSY ADVISORS INC | 20,500 | 20,000 | -500 | 0.10 | 0.08 | -0.02 | sell |
| GREENLEAF TRUST | 21,511 | 20,880 | -631 | 0.03 | 0.03 | -0.00 | sell |
| Cooper Financial Group | 2,814 | 1,712 | -1,102 | 0.04 | 0.02 | -0.02 | sell |