| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Inspire Investing, LLC | 6,099 | 6,171 | +72 | 0.04 | 0.04 | +0.00 | buy |
| PERSONAL CFO SOLUTIONS, LLC | 3,577 | 3,257 | -320 | 0.04 | 0.04 | -0.01 | sell |
| Perigon Wealth Management, LLC | 9,781 | 9,111 | -670 | 0.01 | 0.01 | +0.00 | sell |