NEUBERGER NEXT GENERATION
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Cornerstone Wealth Management, LLC | 136,858 | 141,404 | +4,546 | 0.09 | 0.10 | +0.01 | buy |
| Focus Financial Network, Inc. | 14,669 | 18,472 | +3,803 | 0.01 | 0.01 | +0.00 | buy |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 26,536 | 28,080 | +1,544 | 0.04 | 0.05 | +0.01 | buy |
| FLAGSHIP HARBOR ADVISORS, LLC | 58,001 | 55,748 | -2,253 | 0.03 | 0.04 | +0.00 | sell |