| Fund | Previous Shares | Current Shares | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Winch Advisory Services, LLC | 91 | 1,010 | +919 | 0.00 | 0.02 | +0.02 | buy |
| Cornerstone Wealth Management, LLC | 4,195 | 5,095 | +900 | 0.01 | 0.02 | +0.00 | buy |