| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| WESCAP Management Group, Inc. | 50,218 | 65,838 | +15,620 | 0.10 | 0.13 | +0.03 | buy |
| Cypress Wealth Services, LLC | 59,078 | 63,476 | +4,398 | 0.08 | 0.08 | -0.00 | buy |
| Whipplewood Advisors, LLC | 17,942 | 18,727 | +785 | 0.09 | 0.13 | +0.04 | buy |
| Vanguard Capital Wealth Advisors | 17,000 | 16,000 | -1,000 | 0.16 | 0.11 | -0.04 | sell |