| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Walkner Condon Financial Advisors LLC | 22,065 | 30,353 | +8,288 | 0.01 | 0.02 | +0.00 | buy |
| BIP Wealth, LLC | 15,012 | 15,692 | +680 | 0.00 | 0.00 | -0.00 | buy |
| PERSONAL CFO SOLUTIONS, LLC | 10,115 | 10,200 | +85 | 0.00 | 0.00 | -0.00 | buy |
| N.E.W. Advisory Services LLC | 13,550 | 12,500 | -1,050 | 0.00 | 0.00 | -0.00 | sell |
| Moors & Cabot, Inc. | 13,000 | 10,000 | -3,000 | 0.00 | 0.00 | -0.00 | sell |