| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 445,553 | 502,117 | +56,564 | 1.66 | 1.76 | +0.11 | buy |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 22,914 | 27,146 | +4,232 | 0.04 | 0.04 | +0.00 | buy |
| Logan Stone Capital, LLC | 14,574 | 14,474 | -100 | 0.07 | 0.04 | -0.03 | sell |
| CSS LLC/IL | 42,376 | 39,876 | -2,500 | 0.02 | 0.02 | -0.00 | sell |
| 1607 Capital Partners, LLC | 1,689,931 | 1,596,095 | -93,836 | 1.38 | 1.12 | -0.26 | sell |