| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| SteelPeak Wealth, LLC | 653,090 | 698,968 | +45,878 | 0.40 | 0.40 | -0.00 | buy |
| Aviance Capital Partners, LLC | 42,620 | 49,978 | +7,358 | 0.08 | 0.09 | +0.02 | buy |
| Stolper Co | 37,839 | 36,804 | -1,035 | 0.17 | 0.17 | -0.00 | sell |
| Western Wealth Management, LLC | 35,565 | 33,180 | -2,385 | 0.03 | 0.03 | +0.00 | sell |
| Fiera Capital Corp | 59,286 | 55,809 | -3,477 | 0.00 | 0.00 | -0.00 | sell |
| Camelot Portfolios, LLC | 21,800 | 15,300 | -6,500 | 0.30 | 0.23 | -0.07 | sell |
| Capital Investment Advisors, LLC | 430,914 | 409,271 | -21,643 | 0.12 | 0.11 | -0.01 | sell |
| Shaker Financial Services, LLC | 179,608 | 100,959 | -78,649 | 0.94 | 0.53 | -0.41 | sell |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 241,594 | 19,131 | -222,463 | 0.05 | 0.02 | -0.03 | sell |