| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 163,603 | 250,269 | +86,666 | 0.59 | 0.88 | +0.29 | buy |
| Consolidated Portfolio Review Corp | 17,577 | 20,335 | +2,758 | 0.03 | 0.04 | +0.01 | buy |
| Kingsview Wealth Management, LLC | 26,610 | 27,473 | +863 | 0.01 | 0.01 | -0.00 | buy |
| Moser Wealth Advisors, LLC | 26,919 | 27,209 | +290 | 0.14 | 0.15 | +0.00 | buy |
| Fortitude Advisory Group L.L.C. | 12,498 | 12,505 | +7 | 0.06 | 0.06 | -0.00 | buy |
| Western Wealth Management, LLC | 53,878 | 53,454 | -424 | 0.03 | 0.03 | -0.00 | sell |
| SYNOVUS FINANCIAL CORP | 52,599 | 45,611 | -6,988 | 0.00 | 0.01 | +0.00 | sell |
| Armor Investment Advisors, LLC | 46,557 | 38,527 | -8,030 | 0.21 | 0.17 | -0.04 | sell |
| Semus Wealth Partners LLC | 83,728 | 75,682 | -8,046 | 0.60 | 0.52 | -0.07 | sell |