| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Laurel Wealth Advisors LLC | 3,801 | 8,325 | +4,524 | 0.00 | 0.05 | 0.00 | buy |
| Laurel Wealth Advisors LLC | 3,801 | 8,325 | +4,524 | 0.00 | 0.05 | 0.00 | buy |
| CURIO WEALTH, LLC | 2 | 1,300 | +1,298 | 0.00 | 0.00 | +0.00 | buy |
| West Oak Capital, LLC | 390 | 340 | -50 | 0.00 | 0.00 | +0.00 | sell |
| Shay Capital LLC | 29,129 | 24,597 | -4,532 | 0.00 | 0.01 | +0.00 | sell |
| Dakota Wealth Management | 21,434 | 10,728 | -10,706 | 0.00 | 0.00 | -0.00 | sell |