| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Performa Ltd (US), LLC | 34,000 | 53,500 | +19,500 | 0.02 | 0.02 | -0.00 | buy |
| Game Plan Financial Advisors, LLC | 1,000 | 750 | -250 | 0.00 | 0.00 | -0.00 | sell |
| Patriot Financial Group Insurance Agency, LLC | 20,470 | 18,560 | -1,910 | 0.00 | 0.00 | -0.00 | sell |
| ASPIRIANT, LLC | 40,736 | 34,142 | -6,594 | 0.00 | 0.00 | -0.00 | sell |