| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Sage Mountain Advisors LLC | 54,029 | 71,913 | +17,884 | 0.11 | 0.13 | +0.03 | buy |
| PBMares Wealth Management LLC | 30,110 | 31,810 | +1,700 | 0.16 | 0.15 | -0.01 | buy |
| MARTINGALE ASSET MANAGEMENT L P | 14,831 | 15,631 | +800 | 0.00 | 0.01 | +0.00 | buy |
| RITHOLTZ WEALTH MANAGEMENT | 11,312 | 11,498 | +186 | 0.01 | 0.01 | -0.00 | buy |
| Dakota Wealth Management | 13,273 | 13,298 | +25 | 0.01 | 0.01 | -0.00 | buy |
| AdvisorShares Investments LLC | 80,449 | 79,361 | -1,088 | 0.32 | 0.30 | -0.02 | sell |
| AXS Investments LLC | 48,100 | 45,985 | -2,115 | 0.18 | 0.18 | -0.00 | sell |
| PERRITT CAPITAL MANAGEMENT INC | 66,034 | 59,034 | -7,000 | 0.56 | 0.53 | -0.03 | sell |