| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| FourThought Financial Partners, LLC | 43,928 | 80,355 | +36,427 | 0.13 | 0.22 | +0.10 | buy |
| Cornerstone Advisors, LLC | 31,507 | 51,731 | +20,224 | 0.03 | 0.05 | +0.01 | buy |
| NFP Retirement, Inc. | 77,216 | 89,154 | +11,938 | 0.32 | 0.34 | +0.02 | buy |
| Westside Investment Management, Inc. | 400 | 500 | +100 | 0.00 | 0.00 | +0.00 | buy |
| Winch Advisory Services, LLC | 537 | 546 | +9 | 0.00 | 0.00 | -0.00 | buy |
| Dakota Wealth Management | 92,264 | 91,189 | -1,075 | 0.10 | 0.08 | -0.02 | sell |
| Kovack Advisors, Inc. | 15,200 | 12,901 | -2,299 | 0.04 | 0.04 | -0.01 | sell |
| Elequin Capital, LP | 8,153 | 958 | -7,195 | 0.09 | 0.00 | -0.09 | sell |