| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| RITHOLTZ WEALTH MANAGEMENT | 7,041 | 10,416 | +3,375 | 0.01 | 0.01 | +0.01 | buy |
| Marion Wealth Management | 30,559 | 31,660 | +1,101 | 0.28 | 0.37 | +0.10 | buy |
| Weitzel Financial Services, Inc. | 7,092 | 7,067 | -25 | 0.12 | 0.14 | +0.03 | sell |
| JACOBS LEVY EQUITY MANAGEMENT, INC | 10,969 | 10,802 | -167 | 0.00 | 0.00 | +0.00 | sell |
| Hillsdale Investment Management Inc. | 5,715 | 2,697 | -3,018 | 0.01 | 0.01 | -0.00 | sell |
| PUNCH & ASSOCIATES INVESTMENT MANAGEMENT, INC. | 86,000 | 82,000 | -4,000 | 0.16 | 0.20 | +0.04 | sell |
| NATIONS FINANCIAL GROUP INC, /IA/ /ADV | 27,141 | 17,141 | -10,000 | 0.07 | 0.06 | -0.01 | sell |