| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Axim Planning & Wealth | 88,000 | 167,193 | +79,193 | 1.27 | 2.24 | +0.97 | buy |
| Glass Jacobson Investment Advisors llc | 2,615 | 2,790 | +175 | 0.02 | 0.02 | +0.00 | buy |
| Winch Advisory Services, LLC | 1,158 | 1,185 | +27 | 0.01 | 0.01 | -0.00 | buy |
| Koshinski Asset Management, Inc. | 133,072 | 105,098 | -27,974 | 0.32 | 0.18 | -0.14 | sell |