| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| WOODWARD DIVERSIFIED CAPITAL, LLC | 1,461,113 | 1,778,286 | +317,173 | 2.79 | 2.58 | -0.21 | buy |
| One Capital Management, LLC | 11,283 | 30,883 | +19,600 | 0.00 | 0.00 | +0.00 | buy |
| LifeSteps Financial, Inc. | 85,592 | 97,219 | +11,627 | 0.19 | 0.19 | +0.00 | buy |
| Falcon Wealth Planning | 12,000 | 22,000 | +10,000 | 0.00 | 0.01 | +0.00 | buy |