| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| WORLD EQUITY GROUP, INC. | 88,991 | 90,746 | +1,755 | 0.13 | 0.21 | +0.07 | buy |
| Independent Wealth Network Inc. | 42,910 | 44,181 | +1,271 | 0.15 | 0.16 | +0.01 | buy |
| Transcendent Capital Group LLC | 2,393 | 2,403 | +10 | 0.01 | 0.01 | +0.00 | buy |
| Hilltop Holdings Inc. | 26,722 | 24,529 | -2,193 | 0.02 | 0.02 | +0.00 | sell |
| Procyon Advisors, LLC | 35,744 | 33,214 | -2,530 | 0.02 | 0.02 | -0.00 | sell |
| NWF Advisory Services Inc. | 185,200 | 174,900 | -10,300 | 0.23 | 0.21 | -0.01 | sell |