| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Simplicity Wealth,LLC | 15,000 | 10,000 | -5,000 | 0.00 | 0.00 | -0.00 | sell |
| PINNACLE ASSOCIATES LTD | 132,700 | 85,900 | -46,800 | 0.00 | 0.00 | -0.00 | sell |
| Evernest Financial Advisors, LLC | 100,000 | 40,000 | -60,000 | 0.03 | 0.01 | -0.02 | sell |