| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Professional Financial Advisors, LLC | 10,313 | 12,678 | +2,365 | 0.21 | 0.24 | +0.03 | buy |
| ROMAN BUTLER FULLERTON & CO | 5,601 | 6,619 | +1,018 | 0.15 | 0.15 | -0.00 | buy |
| Pettinga Financial Advisors LLC | 16,251 | 16,466 | +215 | 0.29 | 0.28 | -0.01 | buy |
| MILESTONE ASSET MANAGEMENT, LLC | 15,755 | 10,396 | -5,359 | 0.32 | 0.18 | -0.14 | sell |
| Capital Wealth Alliance, LLC | 47,775 | 39,566 | -8,209 | 2.00 | 1.53 | -0.47 | sell |