| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Navis Wealth Advisors, LLC | 10,660 | 17,162 | +6,502 | 0.18 | 0.29 | +0.11 | buy |
| 1776 Wealth LLC | 57,661 | 60,939 | +3,278 | 0.40 | 0.44 | +0.04 | buy |
| Berkeley Capital Partners, LLC | 37,107 | 37,887 | +780 | 0.17 | 0.17 | -0.00 | buy |
| KENNEDY CAPITAL MANAGEMENT LLC | 158,234 | 80,913 | -77,321 | 0.05 | 0.03 | -0.03 | sell |