| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| ORG Wealth Partners, LLC | 923 | 923 | 0 | 0.00 | 0.00 | -0.00 | hold |
| RESOURCES MANAGEMENT CORP /CT/ /ADV | 200 | 0 | -200 | 0.00 | 0.00 | 0.00 | sell |