| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Klingman & Associates, LLC | 41,709 | 52,022 | +10,313 | 0.02 | 0.02 | +0.00 | buy |
| Magnus Financial Group LLC | 38,416 | 48,452 | +10,036 | 0.03 | 0.03 | +0.00 | buy |
| Abel Hall, LLC | 41,326 | 48,016 | +6,690 | 0.07 | 0.07 | -0.01 | buy |
| Ignite Planners, LLC | 12,935 | 11,735 | -1,200 | 0.02 | 0.01 | -0.00 | sell |
| Brookwood Investment Group LLC | 26,747 | 24,293 | -2,454 | 0.03 | 0.02 | -0.01 | sell |
| GRATIA CAPITAL, LLC | 2,278,700 | 1,769,370 | -509,330 | 8.52 | 8.71 | +0.19 | sell |