| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 11,450 | 12,150 | +700 | 0.00 | 0.00 | +0.00 | buy |
| Connecticut Wealth Management, LLC | 213,811 | 214,509 | +698 | 0.04 | 0.04 | -0.00 | buy |
| Aspect Partners, LLC | 167 | 172 | +5 | 0.00 | 0.00 | +0.00 | buy |
| Green Alpha Advisors, LLC | 590,141 | 429,913 | -160,228 | 2.45 | 1.36 | -1.08 | sell |