| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| GHE, LLC | 255,917 | 307,404 | +51,487 | 1.65 | 1.63 | -0.02 | buy |
| LongView Wealth Management | 29,402 | 43,534 | +14,132 | 0.16 | 0.21 | +0.05 | buy |
| Elevated Capital Advisors, LLC | 390,062 | 396,818 | +6,756 | 1.56 | 1.47 | -0.09 | buy |
| Aviance Capital Partners, LLC | 68,723 | 72,931 | +4,208 | 0.14 | 0.14 | -0.01 | buy |
| PFG Investments, LLC | 22,868 | 24,171 | +1,303 | 0.02 | 0.02 | +0.00 | buy |
| Raleigh Capital Management Inc. | 925 | 1,025 | +100 | 0.01 | 0.01 | +0.00 | buy |
| NWAM LLC | 40,240 | 39,734 | -506 | 0.05 | 0.15 | +0.11 | sell |
| PEAPACK GLADSTONE FINANCIAL CORP | 18,800 | 17,200 | -1,600 | 0.00 | 0.00 | -0.00 | sell |
| SHEETS SMITH WEALTH MANAGEMENT | 13,750 | 11,950 | -1,800 | 0.02 | 0.02 | -0.00 | sell |
| Venture Visionary Partners LLC | 86,714 | 82,984 | -3,730 | 0.06 | 0.05 | -0.01 | sell |
| Semus Wealth Partners LLC | 28,408 | 24,258 | -4,150 | 0.33 | 0.25 | -0.09 | sell |