| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| CREATIVE FINANCIAL DESIGNS INC /ADV | 22,535 | 63,785 | +41,250 | 0.01 | 0.01 | -0.00 | buy |
| AM INVESTMENT STRATEGIES LLC | 13,582 | 14,422 | +840 | 0.02 | 0.01 | -0.02 | buy |
| Intrepid Financial Planning Group LLC | 20,000 | 19,000 | -1,000 | 0.06 | 0.02 | -0.05 | sell |
| Brandywine Global Investment Management, LLC | 128,200 | 89,700 | -38,500 | 0.01 | 0.00 | -0.01 | sell |