| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 83,975 | 162,483 | +78,508 | 0.43 | 0.80 | +0.37 | buy |
| RVW Wealth, LLC | 31,900 | 39,379 | +7,479 | 0.04 | 0.05 | +0.01 | buy |
| Calamos Advisors LLC | 11,464 | 14,194 | +2,730 | 0.00 | 0.00 | +0.00 | buy |
| Independent Wealth Network Inc. | 18,834 | 19,352 | +518 | 0.11 | 0.10 | -0.01 | buy |
| Ausdal Financial Partners, Inc. | 55,142 | 54,526 | -616 | 0.08 | 0.06 | -0.02 | sell |
| WNY Asset Management, LLC | 24,837 | 23,837 | -1,000 | 0.04 | 0.04 | -0.00 | sell |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 18,625 | 17,160 | -1,465 | 0.03 | 0.02 | -0.00 | sell |
| Summit X, LLC | 80,232 | 78,318 | -1,914 | 0.25 | 0.22 | -0.03 | sell |
| Outlook Wealth Advisors, LLC | 56,141 | 52,989 | -3,152 | 0.22 | 0.20 | -0.02 | sell |
| McGowan Group Asset Management, Inc. | 4,004,978 | 3,729,761 | -275,217 | 7.06 | 6.41 | -0.65 | sell |