| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 53,266 | 64,684 | +11,418 | 0.06 | 0.06 | -0.00 | buy |
| Shaker Financial Services, LLC | 9,193 | 16,301 | +7,108 | 0.09 | 0.13 | +0.04 | buy |
| KINGSWOOD WEALTH ADVISORS, LLC | 22,455 | 23,734 | +1,279 | 0.04 | 0.04 | +0.00 | buy |
| Alteri Wealth LLC | 12,810 | 14,045 | +1,235 | 0.09 | 0.13 | +0.04 | buy |
| David J Yvars Group | 12,154 | 13,293 | +1,139 | 0.18 | 0.22 | +0.03 | buy |
| Creekmur Asset Management LLC | 14 | 6 | -8 | 0.00 | 0.00 | -0.00 | sell |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 19,197 | 18,409 | -788 | 0.07 | 0.06 | -0.01 | sell |
| SeaCrest Wealth Management, LLC | 21,350 | 19,900 | -1,450 | 0.06 | 0.05 | -0.01 | sell |