| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 10,400 | 10,000 | -400 | 0.01 | 0.01 | -0.00 | sell |
| Allegheny Financial Group | 21,183 | 15,970 | -5,213 | 0.06 | 0.03 | -0.03 | sell |