| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Activest Wealth Management | 22,167 | 112,873 | +90,706 | 0.16 | 0.59 | +0.42 | buy |
| Arkfeld Wealth Strategies, L.L.C. | 22,499 | 22,779 | +280 | 0.19 | 0.18 | -0.00 | buy |
| BARRETT & COMPANY, INC. | 1,022 | 1,044 | +22 | 0.01 | 0.01 | +0.00 | buy |
| Sowell Financial Services LLC | 48,846 | 47,338 | -1,508 | 0.04 | 0.04 | +0.00 | sell |
| BURNEY CO/ | 30,635 | 21,735 | -8,900 | 0.02 | 0.01 | -0.00 | sell |