| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Summit X, LLC | 78,318 | 144,852 | +66,534 | 0.22 | 0.40 | +0.18 | buy |
| Outlook Wealth Advisors, LLC | 52,989 | 97,157 | +44,168 | 0.20 | 0.35 | +0.16 | buy |
| Blake Schutter Theil Wealth Advisors, LLC | 16,000 | 28,828 | +12,828 | 0.22 | 0.43 | +0.21 | buy |
| Shaker Financial Services, LLC | 162,483 | 171,164 | +8,681 | 0.80 | 0.88 | +0.08 | buy |
| Ausdal Financial Partners, Inc. | 54,526 | 55,345 | +819 | 0.06 | 0.05 | -0.01 | buy |
| Independent Wealth Network Inc. | 19,352 | 19,818 | +466 | 0.10 | 0.10 | +0.00 | buy |
| MeadowBrook Investment Advisors LLC | 2,195 | 1,905 | -290 | 0.02 | 0.02 | -0.00 | sell |
| Calamos Advisors LLC | 14,194 | 13,648 | -546 | 0.00 | 0.00 | +0.00 | sell |
| McGowan Group Asset Management, Inc. | 3,729,761 | 3,706,721 | -23,040 | 6.41 | 6.41 | +0.00 | sell |