| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 20,866 | 51,765 | +30,899 | 0.09 | 0.23 | +0.13 | buy |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 25,006 | 25,063 | +57 | 0.06 | 0.06 | -0.00 | buy |
| Cornerstone Advisors, LLC | 2,186 | 2,135 | -51 | 0.00 | 0.00 | -0.00 | sell |
| 1776 Wealth LLC | 34,783 | 29,439 | -5,344 | 0.17 | 0.15 | -0.02 | sell |