| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| CARY STREET PARTNERS FINANCIAL LLC | 11,004 | 17,919 | +6,915 | 0.00 | 0.00 | +0.00 | buy |
| Canal Capital Management, LLC | 20,700 | 24,229 | +3,529 | 0.04 | 0.04 | +0.00 | buy |
| Northwest Financial Advisors | 44,293 | 47,006 | +2,713 | 0.66 | 1.07 | +0.41 | buy |
| Morse Asset Management, Inc | 2,873 | 3,243 | +370 | 0.01 | 0.01 | +0.00 | buy |