| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 43,945 | 61,826 | +17,881 | 0.27 | 0.27 | +0.00 | buy |
| SOA Wealth Advisors, LLC. | 17,737 | 17,471 | -266 | 0.05 | 0.03 | -0.01 | sell |
| IFG Advisory, LLC | 20,968 | 17,868 | -3,100 | 0.02 | 0.01 | -0.01 | sell |
| Royal Capital Wealth Management, LLC | 24,924 | 20,826 | -4,098 | 0.25 | 0.15 | -0.10 | sell |
| Freestone Capital Holdings, LLC | 67,902 | 25,297 | -42,605 | 0.03 | 0.01 | -0.02 | sell |
| America First Investment Advisors, LLC | 116,538 | 56,731 | -59,807 | 0.37 | 0.13 | -0.24 | sell |