| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| RHS Financial, LLC | 116,263 | 127,083 | +10,820 | 1.73 | 2.03 | +0.30 | buy |
| Marion Wealth Management | 563,464 | 569,380 | +5,916 | 4.06 | 4.12 | +0.06 | buy |
| MBL Wealth, LLC | 54,865 | 57,190 | +2,325 | 0.15 | 0.16 | +0.01 | buy |
| CreativeOne Wealth, LLC | 21,547 | 23,386 | +1,839 | 0.02 | 0.02 | +0.01 | buy |
| Belpointe Asset Management LLC | 4,130 | 4,343 | +213 | 0.02 | 0.02 | -0.00 | buy |
| Belpointe Asset Management LLC | 5,450 | 5,099 | -351 | 0.06 | 0.05 | -0.01 | sell |
| Diversified Trust Co | 27,694 | 22,468 | -5,226 | 0.02 | 0.02 | -0.00 | sell |
| Legacy Wealth Asset Management, LLC | 133,668 | 121,421 | -12,247 | 0.95 | 0.89 | -0.06 | sell |