| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Wealthspire Advisors, LLC | 183,862 | 398,374 | +214,512 | 0.00 | 0.01 | +0.01 | buy |
| RETIREMENT GUYS FORMULA LLC | 21,500 | 33,732 | +12,232 | 0.02 | 0.04 | +0.02 | buy |
| Vivaldi Capital Management LP | 19,261 | 24,032 | +4,771 | 0.01 | 0.02 | +0.01 | buy |
| Geneos Wealth Management Inc. | 412,650 | 408,850 | +3,800 | 0.03 | 0.05 | 0.00 | sell |
| Cutter & CO Brokerage, Inc. | 117,488 | 115,459 | -2,029 | 0.05 | 0.07 | +0.01 | sell |