| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Berkeley, Inc | 20,381 | 38,762 | +18,381 | 0.08 | 0.08 | -0.00 | buy |
| RFG Advisory, LLC | 26,586 | 32,832 | +6,246 | 0.01 | 0.01 | +0.00 | buy |
| Providence First Trust Co | 41,974 | 45,046 | +3,072 | 0.12 | 0.13 | +0.01 | buy |
| Insight Wealth Strategies, LLC | 38,183 | 38,394 | +211 | 0.03 | 0.03 | +0.00 | buy |
| Pathway Financial Advisers, LLC | 22,068 | 22,272 | +204 | 0.05 | 0.07 | +0.02 | buy |
| SILVERLAKE WEALTH MANAGEMENT LLC | 17,105 | 17,212 | +107 | 0.04 | 0.05 | +0.00 | buy |
| Modera Wealth Management, LLC | 15,763 | 11,640 | -4,123 | 0.00 | 0.00 | -0.00 | sell |