Stock Transactions

Filing Period:
Transaction Type:
FundPrevious SharesCurrent Shares
Change in Shares
Previous Portfolio Weightage (%)Current Portfolio Weightage (%)
Change in Weight (%)
Type
PRAXIS INVESTMENT MANAGEMENT INC10,23312,489+2,2560.020.03+0.01buy
Perigon Wealth Management, LLC12,79614,157+1,3610.010.01+0.00buy
HANTZ FINANCIAL SERVICES, INC.36,50137,364+8630.020.03+0.00buy
Miracle Mile Advisors, LLC15,56316,146+5830.010.01+0.00buy
Addison Capital Co6,4776,987+5100.070.06-0.01buy
PARK AVENUE SECURITIES LLC15,64416,057+4130.010.01+0.00buy
PERSONAL CFO SOLUTIONS, LLC9,1349,281+1470.060.06+0.00buy
HORIZON FINANCIAL SERVICES, LLC78111+330.000.00+0.00buy
Winch Advisory Services, LLC809812+30.010.01+0.00buy
FORBES J M & CO LLP4,9884,963-250.020.02+0.00sell
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