| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| WORLD EQUITY GROUP, INC. | 91,581 | 190,616 | +99,035 | 0.24 | 0.27 | +0.04 | buy |
| Independent Wealth Network Inc. | 44,699 | 50,562 | +5,863 | 0.14 | 0.14 | -0.00 | buy |
| Consolidated Portfolio Review Corp | 85,814 | 89,390 | +3,576 | 0.14 | 0.09 | -0.04 | buy |
| Transcendent Capital Group LLC | 2,415 | 4,847 | +2,432 | 0.01 | 0.21 | +0.20 | buy |
| Hilltop Holdings Inc. | 23,729 | 24,929 | +1,200 | 0.01 | 0.01 | -0.00 | buy |
| Centurion Wealth Management LLC | 170,386 | 171,485 | +1,099 | 0.39 | 0.36 | -0.03 | buy |
| ELCO Management Co., LLC | 22,223 | 22,023 | -200 | 0.09 | 0.08 | -0.01 | sell |
| Procyon Advisors, LLC | 31,914 | 31,414 | -500 | 0.02 | 0.01 | -0.00 | sell |
| L.M. KOHN & COMPANY | 22,059 | 21,029 | -1,030 | 0.04 | 0.04 | -0.00 | sell |