| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Focus Financial Network, Inc. | 19,449 | 24,001 | +4,552 | 0.03 | 0.04 | +0.01 | buy |
| Symphony Financial Services, Inc. | 5,672 | 6,566 | +894 | 0.13 | 0.15 | +0.02 | buy |
| Stratos Wealth Advisors, LLC | 9,285 | 9,585 | +300 | 0.03 | 0.03 | +0.00 | buy |