| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Cassaday & Co Wealth Management LLC | 35,497 | 35,605 | +108 | 0.01 | 0.01 | +0.00 | buy |
| TD Capital Management LLC | 13,189 | 13,230 | +41 | 0.01 | 0.01 | +0.00 | buy |
| Sterling Financial Group, Inc. | 101,522 | 93,409 | -8,113 | 0.42 | 0.42 | +0.00 | sell |