| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Inspire Advisors, LLC | 33,078 | 36,903 | +3,825 | 0.02 | 0.02 | +0.00 | buy |
| HB Wealth Management, LLC | 11,123 | 11,274 | +151 | 0.00 | 0.00 | -0.00 | buy |
| True Wealth Design, LLC | 117 | 159 | +42 | 0.00 | 0.00 | +0.00 | buy |
| COLDSTREAM CAPITAL MANAGEMENT INC | 16,434 | 16,197 | -237 | 0.00 | 0.00 | -0.00 | sell |
| Sivia Capital Partners, LLC | 35,186 | 28,382 | -6,804 | 0.10 | 0.08 | -0.02 | sell |
| PDS Planning, Inc | 31,333 | 22,327 | -9,006 | 0.01 | 0.01 | -0.00 | sell |
| SEEDS INVESTOR LLC | 47,280 | 37,399 | -9,881 | 0.18 | 0.08 | -0.10 | sell |
| Pinnacle Wealth Planning Services, Inc. | 38,575 | 23,560 | -15,015 | 0.02 | 0.01 | -0.01 | sell |