| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| N.E.W. Advisory Services LLC | 14,150 | 14,050 | -100 | 0.01 | 0.01 | -0.00 | sell |
| Gateway Wealth Partners, LLC | 18,985 | 12,985 | -6,000 | 0.02 | 0.03 | +0.01 | sell |
| Walkner Condon Financial Advisors LLC | 74,223 | 64,523 | -9,700 | 0.09 | 0.07 | -0.01 | sell |
| BRANDYWINE OAK PRIVATE WEALTH LLC | 60,774 | 36,025 | -24,749 | 0.03 | 0.02 | -0.01 | sell |