| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 159,246 | 304,440 | +145,194 | 1.24 | 2.30 | +1.05 | buy |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 42,439 | 81,126 | +38,687 | 0.07 | 0.14 | +0.07 | buy |
| Virtue Capital Management, LLC | 20,724 | 27,793 | +7,069 | 0.08 | 0.10 | +0.02 | buy |
| NFP Retirement, Inc. | 168,233 | 172,297 | +4,064 | 0.54 | 0.29 | -0.25 | buy |
| MONEY CONCEPTS CAPITAL CORP | 30,330 | 32,534 | +2,204 | 0.05 | 0.06 | +0.00 | buy |
| Next Level Private LLC | 38,503 | 38,805 | +302 | 0.41 | 0.35 | -0.07 | buy |
| CFO4Life Group, LLC | 31,500 | 31,647 | +147 | 0.11 | 0.11 | -0.00 | buy |
| JAMISON PRIVATE WEALTH MANAGEMENT, INC. | 6,572 | 6,674 | +102 | 0.02 | 0.02 | -0.00 | buy |
| David J Yvars Group | 23,850 | 23,918 | +68 | 0.36 | 0.31 | -0.05 | buy |
| Financial Security Advisor, Inc. | 10,675 | 10,732 | +57 | 0.08 | 0.07 | -0.01 | buy |
| Shulman DeMeo Asset Management LLC | 21,834 | 21,751 | -83 | 0.12 | 0.11 | -0.01 | sell |
| Compound Planning, Inc. | 13,853 | 12,829 | -1,024 | 0.04 | 0.02 | -0.01 | sell |
| Stonebrook Private Inc. | 17,352 | 16,197 | -1,155 | 0.11 | 0.09 | -0.02 | sell |
| Tyche Wealth Partners LLC | 25,897 | 21,427 | -4,470 | 0.12 | 0.10 | -0.02 | sell |