| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| KINGSWOOD WEALTH ADVISORS, LLC | 90,445 | 89,195 | -1,250 | 0.40 | 0.17 | -0.23 | sell |
| HORIZON KINETICS ASSET MANAGEMENT LLC | 460,460 | 295,490 | -164,970 | 0.34 | 0.11 | -0.23 | sell |