| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| WOODWARD DIVERSIFIED CAPITAL, LLC | 44,607 | 1,082,270 | +1,037,663 | 0.79 | 9.52 | +8.74 | buy |
| LifeSteps Financial, Inc. | 32,817 | 35,008 | +2,191 | 0.82 | 0.43 | -0.38 | buy |
| Falcon Wealth Planning | 10,000 | 12,000 | +2,000 | 0.05 | 0.03 | -0.02 | buy |
| Provident Wealth Management, LLC | 335,263 | 157,137 | -178,126 | 3.99 | 0.96 | -3.03 | sell |