| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Tyche Wealth Partners LLC | 269,723 | 277,866 | +8,143 | 0.71 | 0.71 | -0.00 | buy |
| NCP Inc. | 103,302 | 106,474 | +3,172 | 0.71 | 0.68 | -0.03 | buy |
| WMG Financial Advisors, LLC | 17,650 | 18,650 | +1,000 | 0.10 | 0.09 | -0.01 | buy |
| PRIMORIS WEALTH ADVISORS, LLC | 61,500 | 62,500 | +1,000 | 0.53 | 0.50 | -0.03 | buy |
| Beacon Bridge Wealth Partners, LLC | 14,534 | 14,750 | +216 | 0.07 | 0.07 | -0.00 | buy |
| MRA Advisory Group | 27,657 | 27,771 | +114 | 0.17 | 0.17 | -0.00 | buy |
| NewEdge Wealth, LLC | 31,893 | 31,978 | +85 | 0.01 | 0.01 | -0.00 | buy |
| Compound Planning, Inc. | 59,234 | 58,226 | -1,008 | 0.05 | 0.04 | -0.01 | sell |
| LM Advisors LLC | 60,815 | 59,694 | -1,121 | 0.00 | 0.14 | +0.13 | sell |
| MELFA WEALTH MANAGEMENT, INC. | 14,028 | 10,028 | -4,000 | 0.11 | 0.07 | -0.03 | sell |
| SYKON CAPITAL LLC | 16,250 | 11,250 | -5,000 | 0.07 | 0.04 | -0.02 | sell |