| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| WORLD EQUITY GROUP, INC. | 84,667 | 88,991 | +4,324 | 0.13 | 0.13 | +0.01 | buy |
| Independent Wealth Network Inc. | 40,592 | 42,910 | +2,318 | 0.16 | 0.15 | -0.01 | buy |
| Centurion Wealth Management LLC | 192,255 | 192,957 | +702 | 0.62 | 0.56 | -0.06 | buy |
| Transcendent Capital Group LLC | 2,382 | 2,393 | +11 | 0.01 | 0.01 | -0.00 | buy |
| L.M. KOHN & COMPANY | 17,125 | 17,009 | -116 | 0.04 | 0.03 | -0.01 | sell |
| Hilltop Holdings Inc. | 26,900 | 26,722 | -178 | 0.02 | 0.02 | -0.00 | sell |
| NWF Advisory Services Inc. | 187,200 | 185,200 | -2,000 | 0.28 | 0.23 | -0.05 | sell |
| Procyon Advisors, LLC | 39,273 | 35,744 | -3,529 | 0.03 | 0.02 | -0.00 | sell |