| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| NORDEN GROUP LLC | 69,598 | 174,090 | +104,492 | 0.04 | 0.11 | +0.07 | buy |
| Tradition Wealth Management, LLC | 14,517 | 14,825 | +308 | 0.01 | 0.01 | +0.00 | buy |
| Samalin Investment Counsel, LLC | 93,292 | 92,375 | -917 | 0.19 | 0.21 | +0.03 | sell |
| Ethos Financial Group, LLC | 47,508 | 43,560 | -3,948 | 0.02 | 0.02 | -0.00 | sell |
| McIlrath & Eck, LLC | 7,274 | 2,917 | -4,357 | 0.00 | 0.00 | -0.00 | sell |
| SUMMIT SECURITIES GROUP LLC | 6,500 | 1,400 | -5,100 | 0.01 | 0.00 | -0.01 | sell |
| U.S. Capital Wealth Advisors, LLC | 42,980 | 33,300 | -9,680 | 0.01 | 0.01 | -0.00 | sell |
| Virtus Investment Advisers, LLC | 280,375 | 69,582 | -210,793 | 0.46 | 0.12 | -0.34 | sell |