| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Axim Planning & Wealth | 368,273 | 420,003 | +51,730 | 7.49 | 8.82 | +1.33 | buy |
| Winch Advisory Services, LLC | 1,211 | 1,237 | +26 | 0.01 | 0.01 | +0.00 | buy |
| Glass Jacobson Investment Advisors llc | 2,790 | 1,875 | -915 | 0.02 | 0.01 | -0.01 | sell |
| Koshinski Asset Management, Inc. | 82,222 | 75,257 | -6,965 | 0.13 | 0.12 | -0.01 | sell |