| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Kanen Wealth Management LLC | 528,047 | 736,168 | +208,121 | 1.42 | 1.52 | +0.10 | buy |
| Independent Wealth Network Inc. | 22,322 | 22,442 | +120 | 0.05 | 0.05 | -0.00 | buy |
| West Branch Capital LLC | 1,022 | 1,046 | +24 | 0.00 | 0.00 | +0.00 | buy |
| TrueMark Investments, LLC | 14,906 | 14,620 | -286 | 0.02 | 0.02 | -0.01 | sell |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 14,906 | 10,000 | -4,906 | 0.01 | 0.00 | -0.00 | sell |
| Shaker Financial Services, LLC | 32,364 | 22,364 | -10,000 | 0.09 | 0.06 | -0.03 | sell |