| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Opal Wealth Advisors, LLC | 10,579 | 12,008 | +1,429 | 0.04 | 0.04 | +0.01 | buy |
| Seelaus Asset Management LLC | 11,306 | 11,518 | +212 | 0.12 | 0.12 | +0.01 | buy |
| OMNI 360 Wealth, Inc. | 27,300 | 24,328 | -2,972 | 0.21 | 0.19 | -0.02 | sell |
| Tortoise Investment Management, LLC | 15,078 | 4,935 | -10,143 | 0.02 | 0.01 | -0.01 | sell |
| KINGSWOOD WEALTH ADVISORS, LLC | 26,000 | 13,000 | -13,000 | 0.02 | 0.01 | -0.01 | sell |
| Hennion & Walsh Asset Management, Inc. | 143,291 | 68,816 | -74,475 | 0.07 | 0.03 | -0.04 | sell |