| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Prairie Wealth Advisors, Inc. | 71,200 | 71,475 | +275 | 0.40 | 0.42 | +0.02 | buy |
| MB, LEVIS & ASSOCIATES, LLC | 1,829 | 1,865 | +36 | 0.01 | 0.01 | +0.00 | buy |
| San Luis Wealth Advisors LLC | 13,736 | 10,851 | -2,885 | 0.04 | 0.03 | -0.01 | sell |
| Calamos Wealth Management LLC | 113,930 | 110,242 | -3,688 | 0.07 | 0.07 | +0.00 | sell |