| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| NCP Inc. | 144,003 | 156,777 | +12,774 | 1.11 | 1.27 | +0.16 | buy |
| MPWM ADVISORY SOLUTIONS, LLC | 15,217 | 15,567 | +350 | 0.09 | 0.09 | -0.01 | buy |
| Beacon Bridge Wealth Partners, LLC | 10,090 | 10,332 | +242 | 0.04 | 0.03 | -0.00 | buy |
| MRA Advisory Group | 13,637 | 12,621 | -1,016 | 0.06 | 0.05 | -0.01 | sell |
| Tyche Wealth Partners LLC | 295,568 | 293,248 | -2,320 | 0.54 | 0.47 | -0.07 | sell |
| Patriot Financial Group Insurance Agency, LLC | 22,362 | 18,897 | -3,465 | 0.03 | 0.02 | -0.01 | sell |
| Congress Park Capital LLC | 50,000 | 20,000 | -30,000 | 0.16 | 0.06 | -0.10 | sell |