| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| N.E.W. Advisory Services LLC | 14,050 | 13,550 | -500 | 0.01 | 0.00 | -0.00 | sell |
| Gateway Wealth Partners, LLC | 11,185 | 10,425 | -760 | 0.02 | 0.01 | -0.01 | sell |
| Walkner Condon Financial Advisors LLC | 30,423 | 22,065 | -8,358 | 0.03 | 0.01 | -0.02 | sell |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 59,775 | 39,775 | -20,000 | 0.03 | 0.01 | -0.02 | sell |