| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| ONE PLUS ONE WEALTH MANAGEMENT, LLC | 250,000 | 5,293,720 | +5,043,720 | 0.03 | 0.29 | +0.26 | buy |
| Scissortail Wealth Management, LLC | 1,110,035 | 2,198,869 | +1,088,834 | 0.04 | 0.06 | +0.01 | buy |
| World Investment Advisors | 573,054 | 1,026,638 | +453,584 | 0.01 | 0.01 | +0.00 | buy |
| DLK Investment Management, LLC | 18,300 | 38,300 | +20,000 | 0.00 | 0.00 | +0.00 | buy |
| Beaird Harris Wealth Management, LLC | 930,282 | 780,076 | -150,206 | 0.02 | 0.01 | -0.01 | sell |