| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| UHLMANN PRICE SECURITIES, LLC | 13,459 | 13,820 | +361 | 0.07 | 0.07 | +0.00 | buy |
| McClarren Financial Advisors, Inc. | 4,508 | 4,628 | +120 | 0.08 | 0.02 | -0.06 | buy |
| SILVERLAKE WEALTH MANAGEMENT LLC | 25,160 | 24,721 | -439 | 0.06 | 0.06 | -0.00 | sell |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 54,562 | 43,376 | -11,186 | 0.07 | 0.05 | -0.01 | sell |
| SeaCrest Wealth Management, LLC | 43,295 | 29,346 | -13,949 | 0.03 | 0.02 | -0.01 | sell |