| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| ACCESS FINANCIAL SERVICES, INC. | 70,270 | 81,130 | +10,860 | 0.25 | 0.30 | +0.05 | buy |
| SFI Advisors, LLC | 71,617 | 73,385 | +1,768 | 0.44 | 0.46 | +0.02 | buy |
| Financial Network Wealth Advisors LLC | 29,077 | 27,569 | -1,508 | 0.23 | 0.17 | -0.06 | sell |