| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| N.E.W. Advisory Services LLC | 71,433 | 81,433 | +10,000 | 0.01 | 0.01 | -0.00 | buy |
| FOUNDERS FINANCIAL SECURITIES LLC | 10,000 | 15,000 | +5,000 | 0.00 | 0.00 | +0.00 | buy |
| Retirement Planning Co of New England, Inc. | 42,844 | 41,404 | -1,440 | 0.03 | 0.02 | -0.01 | sell |
| Clearwater Capital Advisors, LLC | 14,500 | 12,500 | -2,000 | 0.00 | 0.00 | -0.00 | sell |