| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 308,899 | 327,658 | +18,759 | 0.40 | 0.39 | -0.02 | buy |
| UHLMANN PRICE SECURITIES, LLC | 61,590 | 77,700 | +16,110 | 0.04 | 0.03 | -0.01 | buy |
| Aviance Capital Partners, LLC | 171,325 | 171,442 | +117 | 0.18 | 0.17 | -0.01 | buy |