| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| KENNEDY INVESTMENT GROUP | 11,073 | 11,753 | +680 | 0.01 | 0.01 | +0.00 | buy |
| Reliant Investment Partners, LLC | 11,178 | 11,852 | +674 | 0.01 | 0.02 | +0.00 | buy |
| National Wealth Management Group, LLC | 10,000 | 10,202 | +202 | 0.01 | 0.01 | +0.00 | buy |
| Legacy Wealth Managment, LLC/ID | 16 | 17 | +1 | 0.00 | 0.00 | +0.00 | buy |
| United Bank | 17,518 | 15,420 | -2,098 | 0.01 | 0.01 | -0.00 | sell |
| Ethos Financial Group, LLC | 47,091 | 41,967 | -5,124 | 0.01 | 0.01 | -0.00 | sell |
| Silverberg Bernstein Capital Management LLC | 80,451 | 74,845 | -5,606 | 0.08 | 0.08 | -0.00 | sell |
| Virtus Investment Advisers, LLC | 249,916 | 222,736 | -27,180 | 0.11 | 0.11 | -0.01 | sell |