| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| RMR Wealth Builders | 38,260 | 38,360 | +100 | 0.01 | 0.01 | -0.00 | buy |
| Ethos Financial Group, LLC | 25,455 | 24,424 | -1,031 | 0.01 | 0.01 | -0.01 | sell |
| Cascade Financial Partners, LLC | 302,601 | 282,601 | -20,000 | 0.11 | 0.07 | -0.04 | sell |