| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Greenwich Wealth Management LLC | 16,475 | 31,951 | +15,476 | 0.01 | 0.01 | +0.00 | buy |
| Lokken Investment Group LLC | 12,235 | 18,235 | +6,000 | 0.04 | 0.04 | -0.00 | buy |
| Wealthspire Advisors, LLC | 10,000 | 10,050 | +50 | 0.00 | 0.00 | -0.00 | buy |
| Sterling Investment Advisors, Ltd. | 34,474 | 23,974 | -10,500 | 0.07 | 0.03 | -0.04 | sell |