| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Compound Planning, Inc. | 43,229 | 50,093 | +6,864 | 0.02 | 0.02 | -0.00 | buy |
| GAMCO INVESTORS, INC. ET AL | 1,212,797 | 1,212,747 | -50 | 0.07 | 0.07 | +0.00 | sell |
| PEAPACK GLADSTONE FINANCIAL CORP | 37,997 | 37,282 | -715 | 0.00 | 0.00 | -0.00 | sell |
| Institute for Wealth Management, LLC. | 19,494 | 16,346 | -3,148 | 0.01 | 0.01 | -0.00 | sell |