| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Cornerstone Advisors, LLC | 11,222 | 36,103 | +24,881 | 0.00 | 0.01 | +0.01 | buy |
| PRIVATE MANAGEMENT GROUP INC | 169,200 | 191,813 | +22,613 | 0.07 | 0.07 | +0.00 | buy |
| Shaker Financial Services, LLC | 86,162 | 107,419 | +21,257 | 0.35 | 0.44 | +0.09 | buy |
| Atlas Wealth LLC | 106,672 | 120,898 | +14,226 | 0.19 | 0.20 | +0.01 | buy |
| Wealthcare Advisory Partners LLC | 28,601 | 30,316 | +1,715 | 0.01 | 0.01 | +0.00 | buy |