| Fund | Previous Shares | Current Shares | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Addison Capital Co | 117,312 | 131,887 | +14,575 | 1.14 | 0.94 | -0.20 | buy |
| PERSONAL CFO SOLUTIONS, LLC | 22,092 | 28,413 | +6,321 | 0.04 | 0.06 | +0.02 | buy |
| Kelman-Lazarov, Inc. | 3,897 | 6,495 | +2,598 | 0.04 | 0.06 | +0.02 | buy |
| Miracle Mile Advisors, LLC | 26,526 | 28,591 | +2,065 | 0.02 | 0.02 | +0.00 | buy |
| Winch Advisory Services, LLC | 18,516 | 20,162 | +1,646 | 0.18 | 0.20 | +0.02 | buy |
| Cornerstone Wealth Management, LLC | 141,506 | 142,778 | +1,272 | 0.38 | 0.38 | -0.00 | buy |
| WEALTH MANAGEMENT RESOURCES, INC. | 315,474 | 316,242 | +768 | 5.40 | 5.30 | -0.10 | buy |
| PARK AVENUE SECURITIES LLC | 16,775 | 17,132 | +357 | 0.01 | 0.01 | -0.00 | buy |
| Well Done, LLC | 13,125 | 13,337 | +212 | 0.23 | 0.23 | +0.00 | buy |
| Cosner Financial Group, LLC | 8,078 | 8,136 | +58 | 0.19 | 0.18 | -0.01 | buy |