| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Inscription Capital, LLC | 12,500 | 250,000 | +237,500 | 0.00 | 0.01 | +0.01 | buy |
| PKS Advisory Services, LLC | 42,221 | 42,222 | +1 | 0.02 | 0.01 | -0.01 | buy |
| Meridian Wealth Management, LLC | 589,400 | 580,800 | -8,600 | 0.06 | 0.03 | -0.03 | sell |