| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| PREVAIL INNOVATIVE WEALTH ADVISORS, LLC | 21,092 | 37,665 | +16,573 | 0.16 | 0.26 | +0.10 | buy |
| Pettinga Financial Advisors LLC | 12,800 | 12,050 | -750 | 0.05 | 0.05 | -0.00 | sell |
| LexAurum Advisors, LLC | 139,634 | 138,436 | -1,198 | 0.58 | 0.53 | -0.05 | sell |
| Atlas Wealth LLC | 25,426 | 19,537 | -5,889 | 0.07 | 0.05 | -0.02 | sell |
| Cornerstone Advisors, LLC | 123,606 | 114,255 | -9,351 | 0.08 | 0.07 | -0.01 | sell |
| Family Management Corp | 33,130 | 19,939 | -13,191 | 0.10 | 0.06 | -0.04 | sell |
| CITY OF LONDON INVESTMENT MANAGEMENT CO LTD | 67,090 | 47,290 | -19,800 | 0.07 | 0.05 | -0.02 | sell |