| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| GHE, LLC | 212,385 | 214,282 | +1,897 | 1.87 | 1.77 | -0.10 | buy |
| Semus Wealth Partners LLC | 31,753 | 32,484 | +731 | 0.38 | 0.37 | -0.01 | buy |
| Apollon Wealth Management, LLC | 18,282 | 18,218 | -64 | 0.01 | 0.01 | -0.00 | sell |
| IHT Wealth Management, LLC | 11,628 | 11,497 | -131 | 0.01 | 0.01 | -0.00 | sell |
| Sound View Wealth Advisors Group, LLC | 18,185 | 18,036 | -149 | 0.03 | 0.03 | -0.00 | sell |
| PFG Investments, LLC | 40,913 | 40,448 | -465 | 0.10 | 0.09 | -0.00 | sell |
| NWAM LLC | 47,795 | 43,284 | -4,511 | 0.05 | 0.05 | +0.00 | sell |
| Elevated Capital Advisors, LLC | 360,809 | 351,752 | -9,057 | 1.57 | 1.46 | -0.12 | sell |