| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| SYKON CAPITAL LLC | 40,850 | 70,650 | +29,800 | 0.52 | 0.50 | -0.02 | buy |
| KINGSWOOD WEALTH ADVISORS, LLC | 12,276 | 14,114 | +1,838 | 0.07 | 0.04 | -0.03 | buy |
| Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors | 12,743 | 13,937 | +1,194 | 0.06 | 0.06 | -0.00 | buy |
| Claro Advisors LLC | 30,202 | 30,823 | +621 | 0.14 | 0.13 | -0.01 | buy |
| Dakota Wealth Management | 19,675 | 18,870 | -805 | 0.02 | 0.01 | -0.00 | sell |
| CHAPIN DAVIS, INC. | 18,600 | 17,350 | -1,250 | 0.16 | 0.14 | -0.03 | sell |
| Karpus Management, Inc. | 1,439,193 | 919,909 | -519,284 | 0.83 | 0.51 | -0.32 | sell |