| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| BSW Wealth Partners | 300,000 | 400,000 | +100,000 | 0.05 | 0.07 | +0.02 | buy |
| Arkadios Wealth Advisors | 18,250 | 21,650 | +3,400 | 0.00 | 0.00 | +0.00 | buy |
| Valeo Financial Advisors, LLC | 53,989 | 55,789 | +1,800 | 0.00 | 0.00 | +0.00 | buy |
| THOROUGHBRED FINANCIAL SERVICES, LLC | 88,670 | 63,095 | -25,575 | 0.01 | 0.00 | -0.00 | sell |