| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Significant Wealth Partners LLC | 145,181 | 147,758 | +2,577 | 2.09 | 2.14 | +0.06 | buy |
| SeaCrest Wealth Management, LLC | 14,212 | 14,926 | +714 | 0.02 | 0.02 | +0.00 | buy |
| Alteri Wealth LLC | 37,360 | 37,260 | -100 | 0.14 | 0.14 | -0.00 | sell |
| B. Riley Wealth Advisors, Inc. | 10,739 | 10,166 | -573 | 0.01 | 0.01 | -0.00 | sell |
| Samalin Investment Counsel, LLC | 65,936 | 46,920 | -19,016 | 0.27 | 0.20 | -0.08 | sell |