| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Bullseye Investment Management, LLC | 59,124 | 84,189 | +25,065 | 0.42 | 0.63 | +0.22 | buy |
| Freestone Capital Holdings, LLC | 25,297 | 40,927 | +15,630 | 0.01 | 0.02 | +0.01 | buy |
| America First Investment Advisors, LLC | 56,731 | 56,772 | +41 | 0.13 | 0.15 | +0.02 | buy |
| IFG Advisory, LLC | 17,868 | 13,268 | -4,600 | 0.01 | 0.01 | -0.00 | sell |
| Samalin Investment Counsel, LLC | 61,826 | 49,820 | -12,006 | 0.27 | 0.25 | -0.02 | sell |