| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Ethos Financial Group, LLC | 158,613 | 158,613 | 0 | 0.00 | 0.00 | +0.00 | hold |
| Sarver Vrooman Wealth Advisors | 0 | 51,898 | +51,898 | 0.00 | 0.01 | +0.01 | buy |
| JAG CAPITAL MANAGEMENT, LLC | 31,000 | 31,000 | 0 | 0.00 | 0.00 | +0.00 | hold |
| Wealth Group Ltd | 73,023 | 26,096 | -46,927 | 0.00 | 0.00 | -0.00 | sell |
| Winch Advisory Services, LLC | 12,000 | 12,000 | 0 | 0.00 | 0.00 | +0.00 | hold |