CREDIT SUISSE NASSAU BRANC
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Legacy Wealth Asset Management, LLC | 154,692 | 168,357 | +13,665 | 1.04 | 1.11 | +0.08 | buy |
| Marion Wealth Management | 577,672 | 589,133 | +11,461 | 3.76 | 3.49 | -0.27 | buy |
| Claris Financial LLC | 4,031 | 7,465 | +3,434 | 0.48 | 0.71 | +0.23 | buy |
| Belpointe Asset Management LLC | 15,364 | 17,965 | +2,601 | 0.05 | 0.06 | +0.01 | buy |
| RHS Financial, LLC | 113,813 | 116,282 | +2,469 | 1.70 | 1.64 | -0.07 | buy |
| Brookwood Investment Group LLC | 6,831 | 9,236 | +2,405 | 0.09 | 0.11 | +0.02 | buy |
| MBL Wealth, LLC | 57,255 | 58,628 | +1,373 | 0.14 | 0.13 | -0.01 | buy |
| MADDEN SECURITIES Corp | 2,255 | 3,165 | +910 | 0.12 | 0.16 | +0.04 | buy |
| DOVER ADVISORS, LLC | 5,369 | 5,607 | +238 | 0.38 | 0.38 | +0.00 | buy |
| Jaffetilchin Investment Partners, LLC | 3,565 | 3,739 | +174 | 0.04 | 0.04 | +0.00 | buy |
| North Capital, Inc. | 182 | 183 | +1 | 0.01 | 0.01 | -0.00 | buy |
| Dorsey & Whitney Trust CO LLC | 7,953 | 7,709 | -244 | 0.01 | 0.01 | -0.00 | sell |
| Savvy Advisors, Inc. | 28,798 | 26,798 | -2,000 | 0.05 | 0.03 | -0.02 | sell |
| Claris Financial LLC | 19,530 | 14,007 | -5,523 | 1.18 | 0.73 | -0.44 | sell |