| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| JOURNEY STRATEGIC WEALTH LLC | 74,929 | 132,516 | +57,587 | 0.00 | 0.01 | +0.00 | buy |
| BIRCHBROOK, INC. | 1,000 | 1,680 | +680 | 0.00 | 0.00 | +0.00 | buy |