| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| 1607 Capital Partners, LLC | 209,100 | 518,501 | +309,401 | 0.19 | 0.47 | +0.28 | buy |
| Capital Investment Advisors, LLC | 100,961 | 125,337 | +24,376 | 0.04 | 0.04 | +0.00 | buy |
| Hennion & Walsh Asset Management, Inc. | 44,732 | 53,519 | +8,787 | 0.03 | 0.04 | +0.01 | buy |
| Shaker Financial Services, LLC | 144,945 | 150,554 | +5,609 | 0.80 | 0.85 | +0.05 | buy |
| Gould Capital, LLC | 3,158 | 3,268 | +110 | 0.03 | 0.03 | +0.00 | buy |