| Fund | Previous Shares | Current Shares | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Focused Wealth Management, Inc | 9,985 | 10,350 | +365 | 0.03 | 0.02 | -0.01 | buy |
| Probity Advisors, Inc. | 11,088 | 11,339 | +251 | 0.05 | 0.03 | -0.01 | buy |
| HANTZ FINANCIAL SERVICES, INC. | 147,065 | 28,069 | -118,996 | 0.06 | 0.01 | -0.05 | sell |