| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 18,860 | 39,850 | +20,990 | 0.03 | 0.07 | +0.03 | buy |
| BALDWIN WEALTH PARTNERS LLC/MA | 131,067 | 145,755 | +14,688 | 0.20 | 0.22 | +0.03 | buy |
| WealthBridge Capital Management, LLC | 12,060 | 14,810 | +2,750 | 0.08 | 0.10 | +0.02 | buy |
| Gridiron Partners, LLC | 40,673 | 40,295 | -378 | 0.52 | 0.51 | -0.01 | sell |
| Shaker Financial Services, LLC | 38,902 | 37,426 | -1,476 | 0.30 | 0.30 | -0.00 | sell |
| Gilliland Jeter Wealth Management LLC | 2,049 | 320 | -1,729 | 0.01 | 0.00 | -0.01 | sell |
| Cornerstone Advisory, LLC | 163,287 | 161,444 | -1,843 | 0.47 | 0.45 | -0.02 | sell |