| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| MEITAV INVESTMENT HOUSE LTD | 21,175 | 35,285 | +14,110 | 0.02 | 0.03 | +0.01 | buy |
| Elevate Capital Advisors, LLC | 15,729 | 25,099 | +9,370 | 0.69 | 1.25 | +0.55 | buy |
| RPO LLC | 26,700 | 35,400 | +8,700 | 2.55 | 5.15 | +2.60 | buy |
| Atlantic Edge Private Wealth Management, LLC | 13,450 | 16,600 | +3,150 | 0.20 | 0.28 | +0.09 | buy |
| VANCE WEALTH, LLC | 11,501 | 14,200 | +2,699 | 0.21 | 0.30 | +0.09 | buy |
| Horizon Wealth Management, LLC | 7,425 | 9,841 | +2,416 | 0.06 | 0.11 | +0.05 | buy |
| STANSBERRY ASSET MANAGEMENT, LLC | 64,214 | 66,181 | +1,967 | 0.37 | 0.45 | +0.08 | buy |
| First Financial Group Corp | 4,340 | 4,540 | +200 | 0.23 | 0.28 | +0.04 | buy |
| Semmax Financial Advisors Inc. | 365 | 519 | +154 | 0.01 | 0.01 | +0.00 | buy |
| TOTH FINANCIAL ADVISORY CORP | 50 | 75 | +25 | 0.00 | 0.00 | +0.00 | buy |
| FLYNN ZITO CAPITAL MANAGEMENT, LLC | 5,082 | 4,687 | -395 | 0.11 | 0.12 | +0.01 | sell |
| Capstone Financial Advisors, Inc. | 10,000 | 9,250 | -750 | 0.03 | 0.03 | +0.00 | sell |
| Rede Wealth, LLC | 21,602 | 19,437 | -2,165 | 0.36 | 0.44 | +0.07 | sell |
| RETIREMENT GUYS FORMULA LLC | 24,221 | 19,513 | -4,708 | 0.57 | 0.46 | -0.11 | sell |
| Wealthspire Advisors, LLC | 18,688 | 11,128 | -7,560 | 0.01 | 0.00 | -0.00 | sell |