| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| CENTAURUS FINANCIAL, INC. | 11,801 | 15,250 | +3,449 | 0.03 | 0.04 | +0.01 | buy |
| Dynamic Advisor Solutions LLC | 15,271 | 18,185 | +2,914 | 0.02 | 0.02 | +0.00 | buy |
| CAPITAL ADVISORY GROUP ADVISORY SERVICES, LLC | 6,823 | 6,719 | -104 | 0.12 | 0.14 | +0.01 | sell |