| Fund | Previous Shares | Current Shares | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Segment Wealth Management, LLC | 25,300 | 24,300 | -1,000 | 0.01 | 0.01 | -0.00 | sell |
| Nova Wealth Management, Inc. | 5,050 | 3,052 | -1,998 | 0.02 | 0.01 | -0.01 | sell |