| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 287,580 | 251,926 | +35,654 | 0.06 | 0.04 | 0.00 | sell |
| Arkadios Wealth Advisors | 42,303 | 76,386 | +34,083 | 0.03 | 0.05 | +0.01 | buy |
| VIRTUS ADVISERS, LLC | 31,724 | 50,922 | +19,198 | 0.17 | 0.22 | +0.05 | buy |
| SOA Wealth Advisors, LLC. | 14,281 | 14,819 | +538 | 0.03 | 0.03 | -0.00 | buy |
| RITHOLTZ WEALTH MANAGEMENT | 23,640 | 15,271 | -8,369 | 0.01 | 0.00 | -0.00 | sell |
| Access Investment Management LLC | 32,500 | 2,500 | -30,000 | 0.11 | 0.01 | -0.10 | sell |