| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Verdence Capital Advisors LLC | 41,536 | 46,123 | +4,587 | 0.02 | 0.03 | +0.01 | buy |
| SANDERS MORRIS HARRIS LLC | 23,382 | 24,854 | +1,472 | 0.02 | 0.03 | +0.01 | buy |
| Olistico Wealth, LLC | 1,650 | 1,651 | +1 | 0.01 | 0.01 | +0.00 | buy |