| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 10,396 | 21,166 | +10,770 | 0.18 | 0.28 | +0.10 | buy |
| ROMAN BUTLER FULLERTON & CO | 6,619 | 9,524 | +2,905 | 0.15 | 0.18 | +0.03 | buy |
| Pettinga Financial Advisors LLC | 16,466 | 16,701 | +235 | 0.28 | 0.23 | -0.05 | buy |
| Professional Financial Advisors, LLC | 12,678 | 12,054 | -624 | 0.24 | 0.18 | -0.05 | sell |
| Capital Wealth Alliance, LLC | 39,566 | 38,306 | -1,260 | 1.53 | 1.30 | -0.23 | sell |