| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Consolidated Portfolio Review Corp | 20,394 | 23,809 | +3,415 | 0.10 | 0.11 | +0.00 | buy |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 28,530 | 31,802 | +3,272 | 0.08 | 0.08 | +0.00 | buy |
| L.M. KOHN & COMPANY | 9,639 | 11,935 | +2,296 | 0.08 | 0.09 | +0.01 | buy |
| Meridian Wealth Management, LLC | 15,457 | 17,355 | +1,898 | 0.02 | 0.02 | +0.00 | buy |
| David J Yvars Group | 11,967 | 13,551 | +1,584 | 0.23 | 0.30 | +0.07 | buy |
| SteelPeak Wealth, LLC | 6,380 | 7,577 | +1,197 | 0.01 | 0.01 | +0.00 | buy |
| Aviance Capital Partners, LLC | 43,308 | 44,012 | +704 | 0.19 | 0.17 | -0.02 | buy |
| Smith Asset Management Co., LLC | 16,009 | 16,000 | -9 | 0.50 | 0.42 | -0.08 | sell |
| Strategic Blueprint, LLC | 10,350 | 10,150 | -200 | 0.02 | 0.02 | -0.00 | sell |
| Thomas J. Herzfeld Advisors, Inc. | 3,997 | 3,452 | -545 | 0.04 | 0.03 | -0.01 | sell |
| Alteri Wealth LLC | 19,460 | 17,964 | -1,496 | 0.17 | 0.22 | +0.05 | sell |
| Whitcomb & Hess, Inc. | 11,113 | 7,775 | -3,338 | 0.11 | 0.07 | -0.04 | sell |
| Shaker Financial Services, LLC | 67,665 | 27,993 | -39,672 | 0.83 | 0.30 | -0.52 | sell |