| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| BAKER TILLY WEALTH MANAGEMENT, LLC | 7,795 | 9,379 | +1,584 | 0.15 | 0.15 | -0.00 | buy |
| Greenwich Wealth Management LLC | 7,154 | 7,654 | +500 | 0.02 | 0.02 | +0.00 | buy |
| Belpointe Asset Management LLC | 5,145 | 5,221 | +76 | 0.01 | 0.01 | -0.00 | buy |
| WULFF, HANSEN & CO. | 9,141 | 9,101 | -40 | 3.60 | 0.34 | -3.25 | sell |
| Chicago Partners Investment Group LLC | 67,138 | 66,632 | -506 | 0.10 | 0.09 | -0.01 | sell |