| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Keystone Financial Group | 109,897 | 122,737 | +12,840 | 0.01 | 0.01 | +0.00 | buy |
| Arkadios Wealth Advisors | 18,900 | 18,500 | -400 | 0.00 | 0.00 | +0.00 | sell |
| Greenwich Wealth Management LLC | 35,300 | 30,580 | -4,720 | 0.00 | 0.00 | +0.00 | sell |
| Prime Capital Investment Advisors, LLC | 138,972 | 131,033 | -7,939 | 0.00 | 0.00 | -0.00 | sell |
| Green Alpha Advisors, LLC | 570,049 | 451,725 | -118,324 | 0.17 | 0.17 | -0.00 | sell |