RH
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Xcel Wealth Management, LLC | 135,793 | 157,745 | +21,952 | 5.28 | 6.21 | +0.93 | buy |
| UDINE WEALTH MANAGEMENT, INC. | 14,300 | 17,974 | +3,674 | 0.98 | 1.22 | +0.24 | buy |
| Valeo Financial Advisors, LLC | 1,525 | 1,537 | +12 | 0.01 | 0.01 | +0.00 | buy |
| Salvus Wealth Management, LLC | 1,960 | 1,801 | -159 | 0.16 | 0.17 | +0.01 | sell |
| Covenant Asset Management, LLC | 13,730 | 12,819 | -911 | 0.39 | 0.38 | -0.02 | sell |