| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Next Level Private LLC | 45,741 | 46,181 | +440 | 0.22 | 0.24 | +0.02 | buy |
| David J Yvars Group | 17,116 | 17,274 | +158 | 0.20 | 0.22 | +0.02 | buy |
| Cypress Capital Group | 17,964 | 17,952 | -12 | 0.04 | 0.04 | +0.00 | sell |
| Shulman DeMeo Asset Management LLC | 17,548 | 16,132 | -1,416 | 0.08 | 0.08 | +0.00 | sell |
| LVZ, Inc. | 14,050 | 10,376 | -3,674 | 0.03 | 0.03 | -0.01 | sell |
| B. Riley Wealth Advisors, Inc. | 31,525 | 16,933 | -14,592 | 0.04 | 0.02 | -0.02 | sell |