| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| SteelPeak Wealth, LLC | 487,696 | 653,090 | +165,394 | 0.30 | 0.40 | +0.11 | buy |
| Activest Wealth Management | 17,489 | 46,803 | +29,314 | 0.07 | 0.20 | +0.13 | buy |
| Marks Group Wealth Management, Inc | 93,314 | 93,531 | +217 | 0.13 | 0.12 | -0.00 | buy |
| FSA Wealth Management LLC | 4,911 | 4,890 | -21 | 0.03 | 0.03 | -0.00 | sell |
| Hilton Capital Management, LLC | 37,950 | 37,300 | -650 | 0.04 | 0.04 | -0.00 | sell |
| Stolper Co | 38,595 | 37,839 | -756 | 0.17 | 0.17 | -0.00 | sell |
| Fiera Capital Corp | 61,764 | 59,286 | -2,478 | 0.00 | 0.00 | +0.00 | sell |
| Western Wealth Management, LLC | 38,840 | 35,565 | -3,275 | 0.04 | 0.03 | -0.01 | sell |
| Aviance Capital Partners, LLC | 48,833 | 42,620 | -6,213 | 0.09 | 0.08 | -0.01 | sell |
| Capital Investment Advisors, LLC | 442,639 | 430,914 | -11,725 | 0.13 | 0.12 | -0.01 | sell |
| Shaker Financial Services, LLC | 208,631 | 179,608 | -29,023 | 1.09 | 0.94 | -0.14 | sell |