| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Consolidated Portfolio Review Corp | 12,075 | 42,846 | +30,771 | 0.07 | 0.22 | +0.15 | buy |
| Cornerstone Advisors, LLC | 243,854 | 274,130 | +30,276 | 0.22 | 0.25 | +0.03 | buy |
| Prairie Wealth Advisors, Inc. | 51,360 | 52,343 | +983 | 0.52 | 0.59 | +0.07 | buy |
| Register Financial Advisors LLC | 3,600 | 4,100 | +500 | 0.04 | 0.05 | +0.01 | buy |
| NFP Retirement, Inc. | 102,339 | 102,696 | +357 | 0.19 | 0.19 | +0.00 | buy |
| Winch Advisory Services, LLC | 566 | 575 | +9 | 0.00 | 0.00 | -0.00 | buy |
| Midwest Heritage Bank, FSB | 13,332 | 12,137 | -1,195 | 0.15 | 0.14 | -0.02 | sell |
| Dakota Wealth Management | 85,784 | 83,184 | -2,600 | 0.05 | 0.04 | -0.00 | sell |