| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Hudock, Inc. | 40,787 | 78,092 | +37,305 | 0.37 | 0.72 | +0.36 | buy |
| BAILARD, INC. | 5,645 | 5,869 | +224 | 0.01 | 0.01 | +0.00 | buy |
| Cyndeo Wealth Partners, LLC | 16,293 | 16,381 | +88 | 0.05 | 0.06 | +0.00 | buy |
| GREAT LAKES ADVISORS, LLC | 8,032 | 7,797 | -235 | 0.00 | 0.00 | +0.00 | sell |