| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| WORLD EQUITY GROUP, INC. | 26,742 | 29,867 | +3,125 | 0.15 | 0.22 | +0.07 | buy |
| Gilliland Jeter Wealth Management LLC | 24,398 | 25,098 | +700 | 0.18 | 0.20 | +0.02 | buy |
| Relyea Zuckerberg Hanson LLC | 12,051 | 10,051 | -2,000 | 0.03 | 0.03 | -0.00 | sell |
| U.S. Capital Wealth Advisors, LLC | 16,825 | 9,825 | -7,000 | 0.01 | 0.01 | -0.00 | sell |