| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 158,613 | 183,993 | +25,380 | 0.00 | 0.00 | +0.00 | buy |
| Wealth Group Ltd | 26,096 | 29,195 | +3,099 | 0.00 | 0.00 | +0.00 | buy |
| JAG CAPITAL MANAGEMENT, LLC | 31,000 | 33,000 | +2,000 | 0.00 | 0.00 | +0.00 | buy |
| Winch Advisory Services, LLC | 12,000 | 12,000 | 0 | 0.00 | 0.00 | +0.00 | hold |
| Sarver Vrooman Wealth Advisors | 51,898 | 0 | -51,898 | 0.01 | 0.00 | -0.01 | sell |