| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 7,066 | 20,419 | +13,353 | 0.01 | 0.03 | +0.02 | buy |
| Retirement Planning Group, LLC | 18,083 | 15,680 | -2,403 | 0.01 | 0.01 | -0.00 | sell |
| Logan Stone Capital, LLC | 19,103 | 15,841 | -3,262 | 0.06 | 0.05 | -0.01 | sell |
| COHEN & STEERS, INC. | 64,457 | 56,975 | -7,482 | 0.00 | 0.00 | -0.00 | sell |
| Shaker Financial Services, LLC | 216,894 | 177,106 | -39,788 | 0.84 | 0.76 | -0.09 | sell |