| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Outlook Wealth Advisors, LLC | 12,300 | 22,250 | +9,950 | 0.06 | 0.11 | +0.05 | buy |
| Founders Capital Management | 48 | 50 | +2 | 0.00 | 0.00 | -0.00 | buy |
| Quadrant Private Wealth Management, LLC | 163,559 | 162,544 | -1,015 | 0.55 | 0.52 | -0.03 | sell |
| Bramshill Investments, LLC | 48,591 | 30,383 | -18,208 | 0.06 | 0.05 | -0.00 | sell |