| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Tyche Wealth Partners LLC | 161,847 | 230,497 | +68,650 | 0.39 | 0.61 | +0.23 | buy |
| PRIMORIS WEALTH ADVISORS, LLC | 35,000 | 53,000 | +18,000 | 0.33 | 0.46 | +0.14 | buy |
| MRA Advisory Group | 24,362 | 27,404 | +3,042 | 0.16 | 0.18 | +0.02 | buy |
| NewEdge Wealth, LLC | 35,453 | 34,065 | -1,388 | 0.01 | 0.01 | -0.00 | sell |
| Compound Planning, Inc. | 63,617 | 59,421 | -4,196 | 0.09 | 0.06 | -0.03 | sell |
| Beacon Bridge Wealth Partners, LLC | 26,562 | 20,666 | -5,896 | 0.13 | 0.11 | -0.03 | sell |
| Moors & Cabot, Inc. | 60,000 | 30,000 | -30,000 | 0.04 | 0.02 | -0.02 | sell |