| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Vanguard Capital Wealth Advisors | 30,000 | 788,620 | +758,620 | 0.06 | 0.86 | +0.81 | buy |
| CLEAR STREET LLC | 368,198 | 368,298 | +100 | 0.00 | 0.00 | -0.00 | buy |
| Comprehensive Financial Planning, Inc./PA | 3,125 | 625 | -2,500 | 0.00 | 0.00 | -0.00 | sell |