| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| MILESTONE ASSET MANAGEMENT, LLC | 21,166 | 31,974 | +10,808 | 0.28 | 0.44 | +0.17 | buy |
| ROMAN BUTLER FULLERTON & CO | 9,524 | 9,955 | +431 | 0.18 | 0.20 | +0.02 | buy |
| Professional Financial Advisors, LLC | 12,054 | 12,164 | +110 | 0.18 | 0.20 | +0.01 | buy |
| Pettinga Financial Advisors LLC | 16,701 | 16,776 | +75 | 0.23 | 0.24 | +0.01 | buy |
| National Wealth Management Group, LLC | 9,631 | 8,240 | -1,391 | 0.38 | 0.35 | -0.04 | sell |
| Capital Wealth Alliance, LLC | 38,306 | 21,059 | -17,247 | 1.30 | 0.75 | -0.55 | sell |