| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Consolidated Portfolio Review Corp | 111,054 | 144,035 | +32,981 | 0.27 | 0.30 | +0.03 | buy |
| Beacon Capital Management, Inc. | 59,500 | 83,500 | +24,000 | 0.04 | 0.07 | +0.02 | buy |
| Samalin Investment Counsel, LLC | 13,570 | 15,041 | +1,471 | 0.08 | 0.09 | +0.00 | buy |
| Pettinga Financial Advisors LLC | 14,569 | 14,069 | -500 | 0.05 | 0.05 | -0.01 | sell |
| LexAurum Advisors, LLC | 101,653 | 98,166 | -3,487 | 0.30 | 0.24 | -0.06 | sell |