| Fund | Previous Shares | Current Shares | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| HANTZ FINANCIAL SERVICES, INC. | 3,017 | 5,967 | +2,950 | 0.00 | 0.01 | +0.00 | buy |
| PRAXIS INVESTMENT MANAGEMENT INC | 3,410 | 5,269 | +1,859 | 0.01 | 0.03 | +0.01 | buy |
| Perigon Wealth Management, LLC | 9,360 | 7,037 | -2,323 | 0.01 | 0.01 | -0.00 | sell |
| Douglas Lane & Associates, LLC | 49,772 | 38,934 | -10,838 | 0.05 | 0.05 | -0.00 | sell |