| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Alpha Cubed Investments, LLC | 83,626 | 118,363 | +34,737 | 0.05 | 0.05 | +0.01 | buy |
| KINGSWOOD WEALTH ADVISORS, LLC | 28,902 | 22,000 | -6,902 | 0.03 | 0.02 | -0.01 | sell |