| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Aviance Capital Partners, LLC | 14,035 | 15,781 | +1,746 | 0.02 | 0.02 | +0.00 | buy |
| HBK Sorce Advisory LLC | 10,622 | 10,633 | +11 | 0.00 | 0.00 | -0.00 | buy |
| Amplius Wealth Advisors, LLC | 15,314 | 11,111 | -4,203 | 0.02 | 0.01 | -0.01 | sell |