| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 197,446 | 347,176 | +149,730 | 1.20 | 2.01 | +0.81 | buy |
| MGB Wealth Management, LLC | 11,442 | 22,884 | +11,442 | 0.06 | 0.13 | +0.07 | buy |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 41,427 | 49,377 | +7,950 | 0.05 | 0.06 | +0.01 | buy |
| Financial Management Professionals, Inc. | 222 | 252 | +30 | 0.00 | 0.00 | +0.00 | buy |
| RETIREMENT PLANNING GROUP, LLC / NY | 291,892 | 286,697 | -5,195 | 5.11 | 4.26 | -0.85 | sell |
| Capital Investment Advisors, LLC | 144,644 | 132,871 | -11,773 | 0.05 | 0.04 | -0.01 | sell |