| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| COHEN & STEERS, INC. | 34,717 | 109,424 | +74,707 | 0.00 | 0.00 | +0.00 | buy |
| Vanguard Capital Wealth Advisors | 19,000 | 20,000 | +1,000 | 0.34 | 0.41 | +0.06 | buy |
| HHM Wealth Advisors, LLC | 1,535 | 1,569 | +34 | 0.00 | 0.00 | +0.00 | buy |
| Everstar Asset Management, LLC | 62,460 | 59,460 | -3,000 | 0.73 | 0.65 | -0.08 | sell |
| Koshinski Asset Management, Inc. | 72,771 | 68,020 | -4,751 | 0.10 | 0.10 | -0.01 | sell |
| Axim Planning & Wealth | 411,288 | 333,318 | -77,970 | 7.25 | 4.91 | -2.34 | sell |