| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| MADDEN SECURITIES Corp | 12,565 | 18,885 | +6,320 | 0.63 | 0.74 | +0.11 | buy |
| WINNOW WEALTH LLC | 8,063 | 9,395 | +1,332 | 1.03 | 0.90 | -0.13 | buy |
| Tactive Advisors, LLC | 2,827 | 3,219 | +392 | 0.13 | 0.11 | -0.02 | buy |
| Aspect Partners, LLC | 40 | 75 | +35 | 0.00 | 0.00 | +0.00 | buy |
| MBL Wealth, LLC | 60,033 | 59,955 | -78 | 0.13 | 0.12 | -0.01 | sell |
| North Capital, Inc. | 88,130 | 87,219 | -911 | 1.62 | 1.43 | -0.19 | sell |
| Marion Wealth Management | 602,363 | 598,326 | -4,037 | 3.88 | 3.52 | -0.37 | sell |
| Legacy Wealth Asset Management, LLC | 172,848 | 166,719 | -6,129 | 1.39 | 1.19 | -0.19 | sell |