| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| JAG CAPITAL MANAGEMENT, LLC | 33,000 | 33,000 | 0 | 0.00 | 0.00 | +0.00 | hold |
| Wealth Group Ltd | 29,195 | 22,515 | -6,680 | 0.00 | 0.00 | -0.00 | sell |
| Ethos Financial Group, LLC | 183,993 | 20,000 | -163,993 | 0.00 | 0.00 | -0.00 | sell |
| Winch Advisory Services, LLC | 12,000 | 12,000 | 0 | 0.00 | 0.00 | +0.00 | hold |
| Vermillion Wealth Management, Inc. | 0 | 2,777 | +2,777 | 0.00 | 0.00 | +0.00 | buy |
| Strategic Investment Solutions, Inc. /IL | 0 | 1,306 | +1,306 | 0.00 | 0.00 | +0.00 | buy |