| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Tennessee Valley Asset Management Partners | 95,122 | 113,205 | +18,083 | 0.18 | 0.22 | +0.03 | buy |
| Everstar Asset Management, LLC | 83,084 | 93,154 | +10,070 | 0.68 | 0.73 | +0.05 | buy |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 87,312 | 89,409 | +2,097 | 0.07 | 0.08 | +0.01 | buy |
| Advisor OS, LLC | 51,796 | 53,165 | +1,369 | 0.07 | 0.07 | +0.00 | buy |
| SeaCrest Wealth Management, LLC | 24,086 | 19,251 | -4,835 | 0.03 | 0.03 | -0.00 | sell |
| Elequin Capital, LP | 6,445 | 851 | -5,594 | 0.01 | 0.00 | -0.01 | sell |
| Strategic Financial Concepts, LLC | 16,600 | 10,800 | -5,800 | 0.04 | 0.02 | -0.01 | sell |
| Shaker Financial Services, LLC | 101,071 | 56,974 | -44,097 | 0.44 | 0.26 | -0.18 | sell |