| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Johnson Financial Group, Inc. | 20,305 | 40,610 | +20,305 | 0.01 | 0.02 | +0.01 | buy |
| Wealthspire Advisors, LLC | 13,200 | 29,867 | +16,667 | 0.00 | 0.00 | +0.00 | buy |