| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 11,676 | 12,134 | +458 | 0.02 | 0.02 | -0.00 | buy |
| MBE Wealth Management, LLC | 10,500 | 10,904 | +404 | 0.03 | 0.03 | +0.00 | buy |
| Denver PWM, LLC | 25,500 | 24,330 | -1,170 | 0.06 | 0.05 | -0.00 | sell |