| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| ATLAS CAPITAL ADVISORS INC. | 437 | 641 | +204 | 0.06 | 0.11 | +0.05 | buy |
| Heritage Wealth Advisors | 5,200 | 5,245 | +45 | 0.24 | 0.26 | +0.02 | buy |
| EQUITABLE TRUST CO | 506 | 504 | -2 | 0.04 | 0.04 | +0.00 | sell |
| FSA Wealth Management LLC | 10 | 5 | -5 | 0.00 | 0.00 | -0.00 | sell |
| Front Street Capital Management, Inc. | 1,211 | 1,161 | -50 | 0.22 | 0.00 | -0.22 | sell |
| Elgethun Capital Management | 29,185 | 28,940 | -245 | 7.63 | 7.91 | +0.29 | sell |
| Mraz, Amerine & Associates, Inc. | 31,734 | 31,326 | -408 | 6.13 | 6.38 | +0.25 | sell |