| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| NFP Retirement, Inc. | 130,823 | 168,233 | +37,410 | 0.47 | 0.54 | +0.08 | buy |
| Next Level Private LLC | 38,258 | 38,503 | +245 | 0.47 | 0.41 | -0.06 | buy |
| CFO4Life Group, LLC | 31,298 | 31,500 | +202 | 0.13 | 0.11 | -0.02 | buy |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 6,432 | 6,572 | +140 | 0.02 | 0.02 | -0.00 | buy |
| Financial Security Advisor, Inc. | 10,596 | 10,675 | +79 | 0.09 | 0.08 | -0.01 | buy |
| Compound Planning, Inc. | 13,878 | 13,853 | -25 | 0.09 | 0.04 | -0.05 | sell |
| Shulman DeMeo Asset Management LLC | 21,958 | 21,834 | -124 | 0.14 | 0.12 | -0.02 | sell |
| Team Financial Group, LLC | 3,795 | 3,327 | -468 | 0.06 | 0.05 | -0.01 | sell |
| Institute for Wealth Management, LLC. | 16,352 | 14,287 | -2,065 | 0.05 | 0.04 | -0.01 | sell |
| CARY STREET PARTNERS INVESTMENT ADVISORY LLC | 16,400 | 11,900 | -4,500 | 0.02 | 0.01 | -0.01 | sell |
| David J Yvars Group | 30,973 | 23,850 | -7,123 | 0.48 | 0.36 | -0.12 | sell |
| TBH Global Asset Management, LLC | 25,457 | 17,564 | -7,893 | 0.09 | 0.07 | -0.02 | sell |