| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Epoch Investment Partners, Inc. | 256,382 | 260,125 | +3,743 | 0.06 | 0.06 | +0.01 | buy |
| SMITH, MOORE & CO. | 15,537 | 14,971 | -566 | 0.08 | 0.08 | +0.00 | sell |
| WELCH & FORBES LLC | 8,892 | 8,290 | -602 | 0.01 | 0.01 | -0.00 | sell |
| BTC Capital Management, Inc. | 28,175 | 25,715 | -2,460 | 0.12 | 0.11 | -0.00 | sell |
| Independent Advisor Alliance | 17,855 | 11,855 | -6,000 | 0.03 | 0.02 | -0.01 | sell |
| ACR Alpine Capital Research, LLC | 40,724 | 34,583 | -6,141 | 0.06 | 0.05 | -0.01 | sell |