| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Hillsdale Investment Management Inc. | 24,056 | 25,956 | +1,900 | 0.07 | 0.05 | -0.02 | buy |
| Marion Wealth Management | 31,660 | 32,048 | +388 | 0.46 | 0.31 | -0.14 | buy |
| Weitzel Financial Services, Inc. | 7,095 | 7,119 | +24 | 0.18 | 0.12 | -0.07 | buy |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 17,406 | 17,316 | -90 | 0.07 | 0.05 | -0.02 | sell |
| RKL Wealth Management LLC | 11,112 | 9,112 | -2,000 | 0.05 | 0.03 | -0.02 | sell |
| RITHOLTZ WEALTH MANAGEMENT | 14,144 | 10,460 | -3,684 | 0.02 | 0.01 | -0.01 | sell |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 66,685 | 42,863 | -23,822 | 0.20 | 0.10 | -0.10 | sell |