| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| BIP Wealth, LLC | 7,274 | 65,344 | +58,070 | 0.01 | 0.05 | +0.04 | buy |
| Aries Wealth Management | 27,745 | 46,080 | +18,335 | 0.19 | 0.24 | +0.05 | buy |
| Keystone Financial Services, LLC | 20,940 | 34,604 | +13,664 | 0.44 | 0.55 | +0.11 | buy |
| DeDora Capital, Inc. | 25,676 | 32,787 | +7,111 | 0.20 | 0.19 | -0.01 | buy |
| Formidable Asset Management, LLC | 11,168 | 10,368 | -800 | 0.07 | 0.05 | -0.02 | sell |
| Fortis Group Advisors, LLC | 22,324 | 18,745 | -3,579 | 0.13 | 0.08 | -0.05 | sell |