| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| EntryPoint Capital, LLC | 1,138 | 2,984 | +1,846 | 0.02 | 0.08 | +0.06 | buy |
| LexAurum Advisors, LLC | 28,478 | 30,307 | +1,829 | 0.13 | 0.13 | +0.00 | buy |
| Independent Wealth Network Inc. | 10,206 | 11,350 | +1,144 | 0.09 | 0.09 | +0.01 | buy |
| Clarity Asset Management, Inc. | 500 | 1,000 | +500 | 0.01 | 0.01 | +0.01 | buy |
| Guardian Wealth Management, Inc. | 124 | 126 | +2 | 0.00 | 0.00 | +0.00 | buy |
| City State Bank | 7,895 | 7,855 | -40 | 0.06 | 0.06 | -0.00 | sell |
| KENNEDY CAPITAL MANAGEMENT LLC | 54,485 | 54,252 | -233 | 0.02 | 0.02 | +0.00 | sell |
| WEST BANCORPORATION INC | 442,847 | 441,847 | -1,000 | 5.19 | 5.85 | +0.66 | sell |
| Legacy Bridge, LLC | 304,179 | 302,519 | -1,660 | 3.17 | 3.19 | +0.02 | sell |
| Pacific Ridge Capital Partners, LLC | 243,982 | 235,605 | -8,377 | 0.95 | 1.01 | +0.06 | sell |