| Fund | Previous Shares | Current Shares | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. | 121,500 | 194,246 | +72,746 | 0.05 | 0.08 | +0.03 | buy |
| PARK AVENUE SECURITIES LLC | 48,586 | 58,613 | +10,027 | 0.01 | 0.01 | +0.00 | buy |
| EXENCIAL WEALTH ADVISORS, LLC | 79,810 | 87,051 | +7,241 | 0.07 | 0.07 | -0.00 | buy |