| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| BRANDYWINE OAK PRIVATE WEALTH LLC | 36,025 | 59,775 | +23,750 | 0.02 | 0.03 | +0.01 | buy |
| PERSONAL CFO SOLUTIONS, LLC | 10,000 | 10,115 | +115 | 0.01 | 0.01 | -0.00 | buy |
| Gateway Wealth Partners, LLC | 12,985 | 11,185 | -1,800 | 0.03 | 0.02 | -0.01 | sell |
| Walkner Condon Financial Advisors LLC | 64,523 | 30,423 | -34,100 | 0.07 | 0.03 | -0.04 | sell |