| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Cannell & Spears LLC | 15,000 | 20,000 | +5,000 | 0.00 | 0.00 | +0.00 | buy |
| Merit Financial Group, LLC | 21,700 | 26,700 | +5,000 | 0.00 | 0.00 | +0.00 | buy |
| Greenwich Wealth Management LLC | 15,075 | 16,475 | +1,400 | 0.01 | 0.01 | +0.00 | buy |
| Sterling Investment Advisors, Ltd. | 33,474 | 34,474 | +1,000 | 0.05 | 0.07 | +0.02 | buy |