| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 51,765 | 88,295 | +36,530 | 0.23 | 0.36 | +0.14 | buy |
| Cornerstone Advisors, LLC | 2,135 | 27,158 | +25,023 | 0.00 | 0.01 | +0.01 | buy |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 25,063 | 37,127 | +12,064 | 0.06 | 0.08 | +0.02 | buy |
| 1776 Wealth LLC | 29,439 | 30,724 | +1,285 | 0.15 | 0.15 | -0.00 | buy |
| McIlrath & Eck, LLC | 75 | 78 | +3 | 0.00 | 0.00 | -0.00 | buy |