| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| JOHNSON INVESTMENT COUNSEL INC | 11,465 | 82,972 | +71,507 | 0.00 | 0.00 | +0.00 | buy |
| N.E.W. Advisory Services LLC | 10,000 | 12,500 | +2,500 | 0.00 | 0.00 | -0.00 | buy |
| Madison Wealth Partners, Inc | 15,258 | 13,758 | -1,500 | 0.01 | 0.00 | -0.01 | sell |
| CROWLEY WEALTH MANAGEMENT, INC. | 5,500 | 2,000 | -3,500 | 0.01 | 0.00 | -0.01 | sell |