| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 314,051 | 158,613 | -155,438 | 0.00 | 0.00 | -0.00 | sell |
| Wealth Group Ltd | 57,764 | 73,023 | +15,259 | 0.00 | 0.00 | +0.00 | buy |
| JAG CAPITAL MANAGEMENT, LLC | 31,000 | 31,000 | 0 | 0.00 | 0.00 | -0.00 | hold |
| Winch Advisory Services, LLC | 12,000 | 12,000 | 0 | 0.00 | 0.00 | -0.00 | hold |