| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| WealthPLAN Partners, LLC | 22,647 | 22,367 | -280 | 0.00 | 0.00 | -0.00 | sell |
| Redwood Wealth Management Group, LLC | 58,361 | 56,916 | -1,445 | 0.00 | 0.00 | -0.00 | sell |