| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Exeter Financial, LLC | 528,706 | 529,388 | +682 | 4.78 | 4.83 | +0.05 | buy |
| Aurora Private Wealth, Inc. | 14,862 | 15,127 | +265 | 0.30 | 0.29 | -0.01 | buy |
| Centurion Wealth Management LLC | 27,940 | 27,992 | +52 | 0.24 | 0.24 | +0.00 | buy |
| Opal Wealth Advisors, LLC | 37,762 | 34,457 | -3,305 | 0.33 | 0.35 | +0.02 | sell |
| Karpus Management, Inc. | 313,724 | 282,870 | -30,854 | 0.17 | 0.16 | -0.01 | sell |
| Shaker Financial Services, LLC | 152,780 | 34,718 | -118,062 | 1.17 | 0.28 | -0.89 | sell |