| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Compound Planning, Inc. | 19,221 | 21,290 | +2,069 | 0.03 | 0.03 | -0.00 | buy |
| Cornerstone Advisors, LLC | 13,012 | 14,985 | +1,973 | 0.01 | 0.01 | +0.00 | buy |
| Moloney Securities Asset Management, LLC | 10,016 | 11,692 | +1,676 | 0.03 | 0.03 | +0.00 | buy |
| WEST BANCORPORATION INC | 15,596 | 16,621 | +1,025 | 0.23 | 0.23 | -0.00 | buy |
| Certified Advisory Corp | 10,013 | 10,586 | +573 | 0.03 | 0.02 | -0.00 | buy |
| Centurion Wealth Management LLC | 27,992 | 28,452 | +460 | 0.21 | 0.18 | -0.02 | buy |
| Aurora Private Wealth, Inc. | 21,840 | 22,213 | +373 | 0.38 | 0.35 | -0.03 | buy |
| WEST MICHIGAN ADVISORS, LLC | 14,230 | 14,484 | +254 | 0.09 | 0.09 | -0.00 | buy |
| MARYLAND CAPITAL ADVISORS INC. | 6,576 | 5,939 | -637 | 0.07 | 0.06 | -0.01 | sell |
| Opal Wealth Advisors, LLC | 30,094 | 23,190 | -6,904 | 0.19 | 0.15 | -0.04 | sell |
| Karpus Management, Inc. | 244,612 | 234,392 | -10,220 | 0.14 | 0.13 | -0.00 | sell |
| Shaker Financial Services, LLC | 159,671 | 117,985 | -41,686 | 1.29 | 0.90 | -0.38 | sell |