| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 34,969 | 35,118 | +149 | 0.01 | 0.01 | +0.00 | buy |
| TD Capital Management LLC | 12,989 | 13,047 | +58 | 0.01 | 0.01 | +0.00 | buy |
| Sterling Financial Group, Inc. | 17,468 | 16,218 | -1,250 | 0.08 | 0.08 | +0.00 | sell |