| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 191,154 | 210,193 | +19,039 | 1.43 | 1.54 | +0.10 | buy |
| Aurora Private Wealth, Inc. | 15,405 | 21,464 | +6,059 | 0.26 | 0.35 | +0.09 | buy |
| Certified Advisory Corp | 10,419 | 10,478 | +59 | 0.03 | 0.03 | -0.00 | buy |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 11,885 | 11,385 | -500 | 0.03 | 0.02 | -0.01 | sell |
| Opal Wealth Advisors, LLC | 32,232 | 31,184 | -1,048 | 0.23 | 0.20 | -0.03 | sell |
| Buttonwood Financial Advisors Inc. | 11,569 | 10,458 | -1,111 | 0.12 | 0.09 | -0.02 | sell |
| Karpus Management, Inc. | 249,758 | 247,516 | -2,242 | 0.14 | 0.13 | -0.00 | sell |
| Exeter Financial, LLC | 529,630 | 525,771 | -3,859 | 4.60 | 4.47 | -0.13 | sell |