| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| N.E.W. Advisory Services LLC | 510 | 710 | +200 | 0.00 | 0.00 | +0.00 | buy |
| PRUDENTIAL FINANCIAL INC | 161,386 | 161,386 | 0 | 0.00 | 0.00 | -0.00 | hold |
| University of Wisconsin Foundation | 1,459,021 | 1,459,021 | 0 | 13.61 | 11.51 | -2.10 | hold |
| GOLDMAN SACHS GROUP INC | 249,368 | 249,368 | 0 | 0.00 | 0.00 | -0.00 | hold |
| Jefferies Financial Group Inc. | 249,796 | 249,796 | 0 | 0.03 | 0.02 | -0.01 | hold |
| KINGSWOOD WEALTH ADVISORS, LLC | 84,965 | 84,215 | -750 | 0.04 | 0.03 | -0.01 | sell |