| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Beacon Capital Management, LLC | 10,814 | 50,814 | +40,000 | 0.00 | 0.01 | +0.01 | buy |
| Heritage Wealth Advisors | 9,950 | 18,309 | +8,359 | 0.00 | 0.00 | +0.00 | buy |
| Curi Capital, LLC | 59,996 | 58,096 | -1,900 | 0.00 | 0.00 | -0.00 | sell |
| IHT Wealth Management, LLC | 255,950 | 237,568 | -18,382 | 0.01 | 0.01 | -0.00 | sell |