| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Beaird Harris Wealth Management, LLC | 300,114 | 930,282 | +630,168 | 0.01 | 0.02 | +0.01 | buy |
| GDS Wealth Management | 560,025 | 1,110,051 | +550,026 | 0.02 | 0.03 | +0.01 | buy |
| World Investment Advisors | 96,629 | 573,054 | +476,425 | 0.00 | 0.01 | +0.01 | buy |
| Scissortail Wealth Management, LLC | 1,073,460 | 1,110,035 | +36,575 | 0.17 | 0.04 | -0.12 | buy |
| Perigon Wealth Management, LLC | 16,444 | 20,648 | +4,204 | 0.00 | 0.00 | -0.00 | buy |