| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Advisors Asset Management, Inc. | 244,849 | 176,348 | +68,501 | 0.04 | 0.03 | 0.00 | sell |
| VIRTUS ADVISERS, LLC | 55,560 | 64,344 | +8,784 | 0.22 | 0.21 | -0.01 | buy |
| Arkadios Wealth Advisors | 81,961 | 88,293 | +6,332 | 0.04 | 0.04 | -0.00 | buy |
| SOA Wealth Advisors, LLC. | 15,421 | 16,072 | +651 | 0.02 | 0.02 | -0.00 | buy |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 1,180,017 | 139,397 | -1,040,620 | 0.38 | 0.09 | -0.29 | sell |