| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Melia Wealth LLC | 2,252,420 | 2,580,950 | +328,530 | 5.64 | 3.65 | -2.00 | buy |
| CFO4Life Group, LLC | 49,100 | 59,840 | +10,740 | 0.04 | 0.03 | -0.01 | buy |
| Darden Wealth Group Inc | 179,000 | 182,000 | +3,000 | 0.63 | 0.28 | -0.34 | buy |
| Samalin Investment Counsel, LLC | 32,888 | 33,728 | +840 | 0.07 | 0.04 | -0.03 | buy |
| Beacon Financial Advisory LLC | 11,937 | 12,339 | +402 | 0.03 | 0.01 | -0.01 | buy |
| JB Capital LLC | 14,968 | 15,295 | +327 | 0.00 | 0.00 | -0.00 | buy |
| HBK Sorce Advisory LLC | 11,874 | 11,749 | -125 | 0.00 | 0.00 | -0.00 | sell |
| BARD ASSOCIATES INC | 620,668 | 615,993 | -4,675 | 1.00 | 0.61 | -0.38 | sell |
| Teamwork Financial Advisors, LLC | 49,005 | 41,794 | -7,211 | 0.03 | 0.02 | -0.02 | sell |