| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| KINGSWOOD WEALTH ADVISORS, LLC | 88,685 | 89,484 | +799 | 0.09 | 0.06 | -0.03 | buy |
| N.E.W. Advisory Services LLC | 400 | 1,000 | +600 | 0.00 | 0.00 | +0.00 | buy |