| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| PDS Planning, Inc | 37,393 | 41,755 | +4,362 | 0.02 | 0.02 | -0.00 | buy |
| Kathmere Capital Management, LLC | 22,151 | 25,554 | +3,403 | 0.01 | 0.01 | -0.00 | buy |
| Warren Street Wealth Advisors, LLC | 15,996 | 16,820 | +824 | 0.03 | 0.03 | -0.00 | buy |
| Sivia Capital Partners, LLC | 13,565 | 14,219 | +654 | 0.02 | 0.02 | -0.01 | buy |
| Inspire Advisors, LLC | 22,069 | 22,720 | +651 | 0.01 | 0.01 | -0.00 | buy |
| Verdence Capital Advisors LLC | 11,051 | 11,413 | +362 | 0.00 | 0.00 | -0.00 | buy |
| Ascent Group, LLC | 16,974 | 17,213 | +239 | 0.00 | 0.00 | -0.00 | buy |
| D'Orazio & Associates, Inc. | 10,759 | 10,887 | +128 | 0.01 | 0.01 | -0.00 | buy |
| RHS Financial, LLC | 21,735 | 19,170 | -2,565 | 0.07 | 0.05 | -0.02 | sell |
| Claret Asset Management Corp | 27,480 | 22,480 | -5,000 | 0.02 | 0.01 | -0.01 | sell |
| Modern Wealth Management, LLC | 41,620 | 34,580 | -7,040 | 0.00 | 0.00 | -0.00 | sell |