| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Independent Wealth Network Inc. | 39,531 | 40,592 | +1,061 | 0.17 | 0.16 | -0.01 | buy |
| WORLD EQUITY GROUP, INC. | 83,682 | 84,667 | +985 | 0.12 | 0.13 | +0.00 | buy |
| L.M. KOHN & COMPANY | 16,275 | 17,125 | +850 | 0.04 | 0.04 | -0.00 | buy |
| Centurion Wealth Management LLC | 191,758 | 192,255 | +497 | 0.66 | 0.62 | -0.05 | buy |
| FLPUTNAM INVESTMENT MANAGEMENT CO | 10,756 | 10,512 | -244 | 0.00 | 0.00 | -0.00 | sell |
| Hilltop Holdings Inc. | 27,816 | 26,900 | -916 | 0.02 | 0.02 | +0.00 | sell |
| Procyon Advisors, LLC | 45,973 | 39,273 | -6,700 | 0.03 | 0.03 | -0.01 | sell |