| Fund | Previous Shares | Current Shares | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| PERSONAL CFO SOLUTIONS, LLC | 670 | 809 | +139 | 0.04 | 0.03 | -0.00 | buy |
| Cornerstone Wealth Management, LLC | 11,850 | 11,867 | +17 | 0.22 | 0.18 | -0.04 | buy |
| Perigon Wealth Management, LLC | 1,114 | 1,084 | -30 | 0.01 | 0.01 | -0.00 | sell |
| LVW Advisors, LLC | 3,074 | 2,357 | -717 | 0.11 | 0.07 | -0.04 | sell |