| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 51,720 | 65,822 | +14,102 | 0.38 | 0.50 | +0.12 | buy |
| JOURNEY STRATEGIC WEALTH LLC | 13,150 | 17,400 | +4,250 | 0.01 | 0.01 | +0.00 | buy |
| RFG Advisory, LLC | 21,395 | 23,891 | +2,496 | 0.01 | 0.01 | +0.00 | buy |
| Modera Wealth Management, LLC | 12,265 | 12,412 | +147 | 0.00 | 0.00 | +0.00 | buy |
| LexAurum Advisors, LLC | 32,138 | 22,126 | -10,012 | 0.12 | 0.08 | -0.04 | sell |
| Pettinga Financial Advisors LLC | 79,275 | 64,500 | -14,775 | 0.34 | 0.29 | -0.05 | sell |
| READYSTATE ASSET MANAGEMENT LP | 53,136 | 24,419 | -28,717 | 0.04 | 0.02 | -0.02 | sell |