| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 0 | 1,000 | +1,000 | 0.00 | 0.00 | +0.00 | buy |
| Bogart Wealth, LLC | 680 | 680 | 0 | 0.00 | 0.00 | -0.00 | hold |
| CoreCap Advisors, LLC | 4,800 | 4,800 | 0 | 0.00 | 0.00 | -0.00 | hold |
| GILL CAPITAL PARTNERS, LLC | 2,719 | 2,719 | 0 | 0.00 | 0.00 | -0.00 | hold |
| HARBOUR INVESTMENTS, INC. | 2,200 | 2,200 | 0 | 0.00 | 0.00 | -0.00 | hold |
| Sound Income Strategies, LLC | 1,000 | 0 | -1,000 | 0.00 | 0.00 | -0.00 | sell |
| Advisory Services Network, LLC | 295,900 | 0 | -295,900 | 0.00 | 0.00 | -0.00 | sell |
| Jackson Wealth Management, LLC | 639,510 | 0 | -639,510 | 0.01 | 0.00 | -0.01 | sell |