| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Cornerstone Advisors, LLC | 27,158 | 57,324 | +30,166 | 0.01 | 0.03 | +0.01 | buy |
| Shaker Financial Services, LLC | 88,295 | 112,439 | +24,144 | 0.36 | 0.46 | +0.10 | buy |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 37,127 | 39,025 | +1,898 | 0.08 | 0.08 | +0.00 | buy |
| 1776 Wealth LLC | 30,724 | 29,433 | -1,291 | 0.15 | 0.14 | -0.01 | sell |