| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Avantax Planning Partners, Inc. | 150,399 | 142,338 | -8,061 | 0.00 | 0.00 | -0.00 | sell |
| SevenBridge Financial Group, LLC | 46,000 | 25,000 | -21,000 | 0.01 | 0.00 | -0.00 | sell |