| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 158,524 | 170,121 | +11,597 | 0.34 | 0.35 | +0.00 | buy |
| 180 WEALTH ADVISORS, LLC | 119,812 | 118,916 | -896 | 0.20 | 0.19 | -0.01 | sell |
| PRIVATE MANAGEMENT GROUP INC | 256,642 | 250,827 | -5,815 | 0.11 | 0.11 | -0.00 | sell |