| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| ZACKS INVESTMENT MANAGEMENT | 14,467 | 15,757 | +1,290 | 0.00 | 0.01 | +0.00 | buy |
| Powell Investment Advisors, LLC | 11,106 | 12,336 | +1,230 | 0.19 | 0.31 | +0.12 | buy |
| CALDWELL SUTTER CAPITAL, INC. | 30 | 20 | -10 | 0.00 | 0.00 | -0.00 | sell |
| Caitlin John, LLC | 745 | 581 | -164 | 0.02 | 0.02 | -0.00 | sell |
| Rede Wealth, LLC | 29,822 | 29,607 | -215 | 0.42 | 0.61 | +0.19 | sell |
| Capstone Financial Advisors, Inc. | 10,400 | 10,000 | -400 | 0.02 | 0.03 | +0.01 | sell |
| Atlantic Edge Private Wealth Management, LLC | 14,650 | 13,450 | -1,200 | 0.16 | 0.23 | +0.06 | sell |