| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Second Half Financial Partners, LLC | 2,102 | 2,439 | +337 | 0.10 | 0.10 | +0.01 | buy |
| ROMAN BUTLER FULLERTON & CO | 9,860 | 9,845 | -15 | 0.26 | 0.26 | -0.00 | sell |
| Pettinga Financial Advisors LLC | 5,119 | 4,808 | -311 | 0.10 | 0.08 | -0.02 | sell |
| National Wealth Management Group, LLC | 6,780 | 5,742 | -1,038 | 0.26 | 0.18 | -0.08 | sell |
| Professional Financial Advisors, LLC | 17,793 | 13,935 | -3,858 | 0.37 | 0.25 | -0.13 | sell |
| Tactive Advisors, LLC | 8,938 | 3,881 | -5,057 | 0.26 | 0.10 | -0.16 | sell |