| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | 11,156 | 19,522 | +8,366 | 0.01 | 0.02 | +0.01 | buy |
| Compound Planning, Inc. | 32,019 | 36,984 | +4,965 | 0.12 | 0.09 | -0.03 | buy |
| Arkadios Wealth Advisors | 30,015 | 31,496 | +1,481 | 0.03 | 0.02 | -0.01 | buy |
| BARD ASSOCIATES INC | 114,458 | 113,537 | -921 | 0.40 | 0.36 | -0.04 | sell |
| Kovack Advisors, Inc. | 13,241 | 10,228 | -3,013 | 0.01 | 0.01 | -0.00 | sell |