| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Golden State Equity Partners | 0 | 11,145 | +11,145 | 0.00 | 0.00 | +0.00 | buy |
| Keystone Financial Group | 0 | 10,731 | +10,731 | 0.00 | 0.00 | +0.00 | buy |
| Main Street Group, LTD | 0 | 6,732 | +6,732 | 0.00 | 0.01 | +0.01 | buy |
| HANTZ FINANCIAL SERVICES, INC. | 11,506 | 11,673 | +167 | 0.00 | 0.00 | +0.00 | buy |
| Carter Financial Group, INC. | 12,851 | 12,867 | +16 | 0.04 | 0.04 | +0.00 | buy |
| NORTH STAR ASSET MANAGEMENT INC | 12,024 | 12,024 | 0 | 0.00 | 0.00 | +0.00 | hold |
| Ancora Advisors LLC | 2,495 | 2,495 | 0 | 0.00 | 0.00 | +0.00 | hold |
| Bay Harbor Wealth Management, LLC | 5,144 | 5,144 | 0 | 0.01 | 0.01 | -0.00 | hold |
| RMG Wealth Management LLC | 4,391 | 0 | -4,391 | 0.00 | 0.00 | -0.00 | sell |
| KINGSWOOD WEALTH ADVISORS, LLC | 13,622 | 0 | -13,622 | 0.00 | 0.00 | -0.00 | sell |