| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| WESCAP Management Group, Inc. | 48,758 | 50,218 | +1,460 | 0.10 | 0.10 | +0.00 | buy |
| Cypress Wealth Services, LLC | 58,230 | 59,078 | +848 | 0.08 | 0.08 | +0.00 | buy |
| Vivaldi Capital Management LP | 39,079 | 39,103 | +24 | 0.05 | 0.05 | +0.00 | buy |
| Hennion & Walsh Asset Management, Inc. | 65,246 | 51,319 | -13,927 | 0.02 | 0.02 | -0.01 | sell |