| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Virtue Capital Management, LLC | 19,283 | 112,000 | +92,717 | 0.11 | 0.07 | -0.04 | buy |
| McGuire Investment Group, LLC | 27,649 | 39,291 | +11,642 | 0.01 | 0.02 | +0.00 | buy |
| Convergence Financial, LLC | 11,027 | 14,216 | +3,189 | 0.01 | 0.01 | +0.00 | buy |
| Meridian Wealth Management, LLC | 25,535 | 26,535 | +1,000 | 0.00 | 0.00 | -0.00 | buy |
| Finer Wealth Management, Inc. | 100,000 | 100,451 | +451 | 0.19 | 0.18 | -0.00 | buy |
| Gainplan LLC | 11,300 | 11,600 | +300 | 0.02 | 0.02 | -0.00 | buy |
| HUB Investment Partners, LLC | 22,483 | 21,483 | -1,000 | 0.00 | 0.00 | -0.00 | sell |
| Curbstone Financial Management Corp | 60,000 | 20,000 | -40,000 | 0.04 | 0.01 | -0.03 | sell |