| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 138,919 | 231,461 | +92,542 | 0.65 | 0.93 | +0.28 | buy |
| Calamos Advisors LLC | 15,286 | 24,759 | +9,473 | 0.00 | 0.00 | +0.00 | buy |
| Clarion Wealth Managment Partners, LLC | 13,388 | 14,871 | +1,483 | 0.18 | 0.17 | -0.01 | buy |
| Independent Wealth Network Inc. | 21,158 | 22,596 | +1,438 | 0.09 | 0.09 | -0.00 | buy |
| McGowan Group Asset Management, Inc. | 3,748,998 | 3,749,705 | +707 | 6.28 | 5.87 | -0.42 | buy |
| Tyche Wealth Partners LLC | 11,277 | 11,592 | +315 | 0.03 | 0.02 | -0.00 | buy |
| Outlook Wealth Advisors, LLC | 93,209 | 91,934 | -1,275 | 0.31 | 0.26 | -0.05 | sell |
| Pasadena Private Wealth, LLC | 12,500 | 11,000 | -1,500 | 0.02 | 0.02 | -0.01 | sell |
| NWF Advisory Services Inc. | 25,000 | 22,900 | -2,100 | 0.04 | 0.03 | -0.01 | sell |