| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| CENTAURUS FINANCIAL, INC. | 79,165 | 150,161 | +70,996 | 0.05 | 0.08 | +0.03 | buy |
| SYNOVUS FINANCIAL CORP | 46,602 | 47,635 | +1,033 | 0.01 | 0.01 | -0.00 | buy |
| Moser Wealth Advisors, LLC | 27,488 | 27,778 | +290 | 0.13 | 0.12 | -0.01 | buy |
| Consolidated Portfolio Review Corp | 20,675 | 20,366 | -309 | 0.05 | 0.04 | -0.01 | sell |
| Armor Investment Advisors, LLC | 30,003 | 23,671 | -6,332 | 0.12 | 0.09 | -0.03 | sell |
| Western Wealth Management, LLC | 40,936 | 31,367 | -9,569 | 0.03 | 0.02 | -0.01 | sell |
| Semus Wealth Partners LLC | 65,900 | 47,659 | -18,241 | 0.47 | 0.30 | -0.17 | sell |
| Shaker Financial Services, LLC | 162,570 | 56,763 | -105,807 | 0.54 | 0.19 | -0.35 | sell |