| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Patriot Financial Group Insurance Agency, LLC | 15,410 | 16,300 | +890 | 0.00 | 0.00 | +0.00 | buy |
| Fortis Group Advisors, LLC | 12,337 | 12,210 | -127 | 0.00 | 0.00 | +0.00 | sell |
| Insight Advisors, LLC/ PA | 35,083 | 29,467 | -5,616 | 0.00 | 0.01 | +0.00 | sell |
| MONEY CONCEPTS CAPITAL CORP | 76,484 | 66,514 | -9,970 | 0.00 | 0.01 | +0.00 | sell |
| Mirador Capital Partners LP | 47,131 | 24,141 | -22,990 | 0.01 | 0.01 | -0.00 | sell |
| SFMG, LLC | 500,000 | 367,000 | -133,000 | 0.03 | 0.04 | +0.01 | sell |