| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Axim Planning & Wealth | 167,193 | 368,273 | +201,080 | 2.24 | 7.49 | +5.24 | buy |
| Winch Advisory Services, LLC | 1,185 | 1,211 | +26 | 0.01 | 0.01 | -0.00 | buy |
| Koshinski Asset Management, Inc. | 105,098 | 82,222 | -22,876 | 0.18 | 0.13 | -0.05 | sell |