| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Melia Wealth LLC | 2,580,950 | 3,330,298 | +749,348 | 3.65 | 4.34 | +0.70 | buy |
| Teamwork Financial Advisors, LLC | 41,794 | 74,551 | +32,757 | 0.02 | 0.03 | +0.01 | buy |
| CFO4Life Group, LLC | 59,840 | 79,840 | +20,000 | 0.03 | 0.04 | +0.01 | buy |
| JB Capital LLC | 15,295 | 20,301 | +5,006 | 0.00 | 0.00 | +0.00 | buy |
| Beacon Financial Advisory LLC | 12,339 | 12,744 | +405 | 0.01 | 0.01 | -0.00 | buy |
| Samalin Investment Counsel, LLC | 33,728 | 25,095 | -8,633 | 0.04 | 0.03 | -0.01 | sell |
| BARD ASSOCIATES INC | 615,993 | 574,825 | -41,168 | 0.61 | 0.49 | -0.12 | sell |
| Darden Wealth Group Inc | 182,000 | 113,000 | -69,000 | 0.28 | 0.20 | -0.08 | sell |