| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| 3Chopt Investment Partners, LLC | 1,062,871 | 1,073,567 | +10,696 | 1.56 | 0.88 | -0.68 | buy |
| VANTAGE WEALTH | 10,000 | 10,000 | 0 | 0.01 | 0.00 | -0.00 | hold |
| Cornerstone Planning Group LLC | 62,500 | 0 | -62,500 | 0.06 | 0.00 | -0.06 | sell |
| M Holdings Securities, Inc. | 99,000 | 0 | -99,000 | 0.03 | 0.00 | -0.03 | sell |