| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Comprehensive Financial Planning, Inc./PA | 1,878 | 1,878 | 0 | 0.03 | 0.03 | -0.00 | hold |
| Stonebridge Financial Group, LLC | 18,700 | 0 | -18,700 | 0.04 | 0.00 | -0.04 | sell |