| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Formidable Asset Management, LLC | 22,100 | 31,600 | +9,500 | 0.06 | 0.08 | +0.02 | buy |
| Ackerman Capital Advisors, LLC | 31,722 | 36,365 | +4,643 | 0.11 | 0.12 | +0.01 | buy |
| Regal Investment Advisors LLC | 25,418 | 26,421 | +1,003 | 0.03 | 0.03 | -0.00 | buy |
| Catalina Capital Group, LLC | 10,287 | 10,348 | +61 | 0.11 | 0.11 | +0.00 | buy |
| Center for Financial Planning, Inc. | 6,000 | 2,000 | -4,000 | 0.01 | 0.00 | -0.01 | sell |
| MELFA WEALTH MANAGEMENT, INC. | 86,051 | 81,920 | -4,131 | 0.84 | 0.80 | -0.04 | sell |
| 1607 Capital Partners, LLC | 556,445 | 526,862 | -29,583 | 0.70 | 0.61 | -0.09 | sell |
| Hennion & Walsh Asset Management, Inc. | 341,088 | 228,730 | -112,358 | 0.21 | 0.13 | -0.07 | sell |