| Fund | Previous Shares | Current Shares | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 2,618 | 4,553 | +1,935 | 0.04 | 0.08 | +0.04 | buy |
| PARK AVENUE SECURITIES LLC | 5,608 | 6,823 | +1,215 | 0.01 | 0.02 | +0.01 | buy |
| CWA Asset Management Group, LLC | 11,473 | 11,775 | +302 | 0.12 | 0.14 | +0.02 | buy |
| HANTZ FINANCIAL SERVICES, INC. | 907 | 1,159 | +252 | 0.00 | 0.01 | +0.00 | buy |
| PERSONAL CFO SOLUTIONS, LLC | 1,157 | 1,381 | +224 | 0.05 | 0.07 | +0.02 | buy |
| Simmons Bank | 1,307 | 1,475 | +168 | 0.03 | 0.04 | +0.01 | buy |
| EXENCIAL WEALTH ADVISORS, LLC | 6,368 | 6,503 | +135 | 0.06 | 0.07 | +0.01 | buy |
| Cohen Capital Management, Inc. | 10,369 | 10,417 | +48 | 0.45 | 0.58 | +0.12 | buy |
| TCI Wealth Advisors, Inc. | 1,940 | 1,942 | +2 | 0.03 | 0.04 | +0.01 | buy |
| Nicholas Hoffman & Company, LLC. | 701 | 702 | +1 | 0.00 | 0.01 | +0.00 | buy |