| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 34,718 | 191,154 | +156,436 | 0.28 | 1.43 | +1.15 | buy |
| Aurora Private Wealth, Inc. | 15,127 | 15,405 | +278 | 0.29 | 0.26 | -0.02 | buy |
| Exeter Financial, LLC | 529,388 | 529,630 | +242 | 4.83 | 4.60 | -0.23 | buy |
| Buttonwood Financial Advisors Inc. | 13,769 | 11,569 | -2,200 | 0.15 | 0.12 | -0.04 | sell |
| Opal Wealth Advisors, LLC | 34,457 | 32,232 | -2,225 | 0.35 | 0.23 | -0.12 | sell |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 14,554 | 11,885 | -2,669 | 0.03 | 0.03 | -0.01 | sell |
| Karpus Management, Inc. | 282,870 | 249,758 | -33,112 | 0.16 | 0.14 | -0.03 | sell |