| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 62,183 | 95,751 | +33,568 | 0.29 | 0.43 | +0.14 | buy |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 90,996 | 102,258 | +11,262 | 0.22 | 0.23 | +0.01 | buy |
| 180 WEALTH ADVISORS, LLC | 87,286 | 91,693 | +4,407 | 0.17 | 0.17 | -0.00 | buy |
| BFSG, LLC | 760 | 260 | -500 | 0.00 | 0.00 | -0.00 | sell |
| Cornerstone Advisors, LLC | 13,026 | 6,477 | -6,549 | 0.01 | 0.00 | -0.00 | sell |
| SILVERLAKE WEALTH MANAGEMENT LLC | 24,630 | 16,821 | -7,809 | 0.12 | 0.08 | -0.04 | sell |