| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Total Clarity Wealth Management, Inc. | 7,230 | 20,252 | +13,022 | 0.05 | 0.13 | +0.07 | buy |
| Trust Co | 65 | 104 | +39 | 0.00 | 0.00 | +0.00 | buy |
| Visionary Wealth Advisors | 7,847 | 7,633 | -214 | 0.01 | 0.01 | -0.00 | sell |
| Evanson Asset Management, LLC | 15,000 | 7,500 | -7,500 | 0.02 | 0.01 | -0.01 | sell |