| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| NFP Retirement, Inc. | 97,857 | 130,823 | +32,966 | 0.34 | 0.47 | +0.13 | buy |
| Next Level Private LLC | 37,624 | 38,258 | +634 | 0.45 | 0.47 | +0.02 | buy |
| GREAT VALLEY ADVISOR GROUP, INC. | 15,385 | 15,985 | +600 | 0.01 | 0.01 | +0.00 | buy |
| David J Yvars Group | 30,850 | 30,973 | +123 | 0.47 | 0.48 | +0.01 | buy |
| CFO4Life Group, LLC | 31,202 | 31,298 | +96 | 0.12 | 0.13 | +0.01 | buy |
| Shulman DeMeo Asset Management LLC | 21,960 | 21,958 | -2 | 0.12 | 0.14 | +0.02 | sell |
| U.S. Capital Wealth Advisors, LLC | 76,300 | 75,800 | -500 | 0.07 | 0.06 | -0.00 | sell |
| TBH Global Asset Management, LLC | 37,232 | 25,457 | -11,775 | 0.14 | 0.09 | -0.04 | sell |