| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| COHEN & STEERS, INC. | 109,424 | 124,424 | +15,000 | 0.00 | 0.00 | +0.00 | buy |
| HHM Wealth Advisors, LLC | 1,569 | 1,606 | +37 | 0.00 | 0.00 | -0.00 | buy |
| Vanguard Capital Wealth Advisors | 20,000 | 19,200 | -800 | 0.41 | 0.30 | -0.11 | sell |
| Koshinski Asset Management, Inc. | 68,020 | 65,362 | -2,658 | 0.10 | 0.08 | -0.02 | sell |
| Axim Planning & Wealth | 333,318 | 322,058 | -11,260 | 4.91 | 4.65 | -0.26 | sell |