| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Wealth Advisors | 12,000 | 19,000 | +7,000 | 0.24 | 0.34 | +0.11 | buy |
| Winch Advisory Services, LLC | 1,237 | 1,264 | +27 | 0.01 | 0.01 | -0.00 | buy |
| Koshinski Asset Management, Inc. | 75,257 | 72,771 | -2,486 | 0.12 | 0.10 | -0.02 | sell |
| Everstar Asset Management, LLC | 68,060 | 62,460 | -5,600 | 0.87 | 0.73 | -0.14 | sell |
| Axim Planning & Wealth | 420,003 | 411,288 | -8,715 | 8.82 | 7.25 | -1.57 | sell |