| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Consolidated Portfolio Review Corp | 13,975 | 62,224 | +48,249 | 0.05 | 0.21 | +0.15 | buy |
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 72,129 | 81,852 | +9,723 | 0.40 | 0.41 | +0.02 | buy |
| LexAurum Advisors, LLC | 127,920 | 124,923 | -2,997 | 0.47 | 0.43 | -0.04 | sell |