| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 19,332 | 51,720 | +32,388 | 0.15 | 0.38 | +0.23 | buy |
| RFG Advisory, LLC | 15,478 | 21,395 | +5,917 | 0.01 | 0.01 | +0.00 | buy |
| JOURNEY STRATEGIC WEALTH LLC | 11,750 | 13,150 | +1,400 | 0.01 | 0.01 | +0.00 | buy |
| Modera Wealth Management, LLC | 12,126 | 12,265 | +139 | 0.00 | 0.00 | -0.00 | buy |
| LexAurum Advisors, LLC | 32,051 | 32,138 | +87 | 0.15 | 0.12 | -0.03 | buy |