| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Samalin Investment Counsel, LLC | 25,059 | 71,556 | +46,497 | 0.07 | 0.17 | +0.11 | buy |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 43,376 | 50,237 | +6,861 | 0.05 | 0.05 | -0.00 | buy |
| Kingstone Capital Partners Texas, LLC | 25,114 | 27,616 | +2,502 | 0.13 | 0.11 | -0.02 | buy |
| NWF Advisory Services Inc. | 16,500 | 16,700 | +200 | 0.02 | 0.01 | -0.00 | buy |
| UHLMANN PRICE SECURITIES, LLC | 13,820 | 13,834 | +14 | 0.07 | 0.06 | -0.00 | buy |
| SeaCrest Wealth Management, LLC | 29,346 | 29,140 | -206 | 0.02 | 0.02 | -0.00 | sell |
| MELFA WEALTH MANAGEMENT, INC. | 31,646 | 30,722 | -924 | 0.14 | 0.12 | -0.02 | sell |