| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Cascade Financial Partners, LLC | 260,081 | 290,581 | +30,500 | 0.03 | 0.02 | -0.01 | buy |
| Ethos Financial Group, LLC | 24,424 | 48,848 | +24,424 | 0.00 | 0.01 | +0.00 | buy |