| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| SFMG, LLC | 300,000 | 411,000 | +111,000 | 0.03 | 0.03 | +0.00 | buy |
| SEARLE & CO. | 72,253 | 80,502 | +8,249 | 0.02 | 0.01 | -0.00 | buy |
| Mirador Capital Partners LP | 45,831 | 47,131 | +1,300 | 0.01 | 0.01 | -0.00 | buy |
| Fortis Group Advisors, LLC | 12,357 | 12,337 | -20 | 0.00 | 0.00 | -0.00 | sell |
| Koshinski Asset Management, Inc. | 12,080 | 11,510 | -570 | 0.00 | 0.00 | -0.00 | sell |
| Patriot Financial Group Insurance Agency, LLC | 17,045 | 16,420 | -625 | 0.00 | 0.00 | -0.00 | sell |
| Insight Advisors, LLC/ PA | 37,770 | 36,651 | -1,119 | 0.01 | 0.01 | -0.00 | sell |
| MONEY CONCEPTS CAPITAL CORP | 170,650 | 89,257 | -81,393 | 0.02 | 0.01 | -0.01 | sell |