| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Symphony Financial, Ltd. Co. | 68,037 | 68,466 | +429 | 0.21 | 0.23 | +0.01 | buy |
| PSI Advisors, LLC | 2,350 | 1,000 | -1,350 | 0.01 | 0.01 | -0.01 | sell |
| Redhawk Wealth Advisors, Inc. | 23,042 | 18,957 | -4,085 | 0.09 | 0.09 | -0.00 | sell |
| Selective Wealth Management, Inc. | 80,343 | 69,655 | -10,688 | 0.54 | 0.47 | -0.07 | sell |