| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| GK Wealth Management LLC | 15,350 | 28,950 | +13,600 | 0.08 | 0.14 | +0.06 | buy |
| TOWNSQUARE CAPITAL LLC | 14,950 | 28,050 | +13,100 | 0.00 | 0.00 | +0.00 | buy |
| Bogart Wealth, LLC | 0 | 20 | +20 | 0.00 | 0.00 | +0.00 | buy |
| JONES FINANCIAL COMPANIES LLLP | 56 | 56 | 0 | 0.00 | 0.00 | -0.00 | hold |