| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Melia Wealth LLC | 3,330,298 | 3,414,184 | +83,886 | 4.34 | 2.41 | -1.94 | buy |
| CFO4Life Group, LLC | 79,840 | 116,640 | +36,800 | 0.04 | 0.03 | -0.01 | buy |
| JB Capital LLC | 20,301 | 20,620 | +319 | 0.00 | 0.00 | -0.00 | buy |
| Visionary Wealth Advisors | 10,724 | 10,834 | +110 | 0.00 | 0.00 | -0.00 | buy |
| Hilltop Holdings Inc. | 27,700 | 19,500 | -8,200 | 0.00 | 0.00 | -0.00 | sell |
| One Charles Private Wealth Services, LLC | 38,621 | 20,000 | -18,621 | 0.04 | 0.01 | -0.03 | sell |
| WOODWARD DIVERSIFIED CAPITAL, LLC | 33,860 | 13,860 | -20,000 | 0.05 | 0.01 | -0.04 | sell |
| Teamwork Financial Advisors, LLC | 74,551 | 54,152 | -20,399 | 0.03 | 0.01 | -0.02 | sell |
| BARD ASSOCIATES INC | 574,825 | 536,104 | -38,721 | 0.49 | 0.25 | -0.25 | sell |
| Darden Wealth Group Inc | 113,000 | 44,900 | -68,100 | 0.20 | 0.04 | -0.16 | sell |