| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Fiera Capital Corp | 53,763 | 104,292 | +50,529 | 0.00 | 0.00 | +0.00 | buy |
| Hennion & Walsh Asset Management, Inc. | 423,343 | 462,105 | +38,762 | 0.13 | 0.12 | -0.01 | buy |
| Gerber Kawasaki Wealth & Investment Management | 52,654 | 66,022 | +13,368 | 0.02 | 0.02 | +0.00 | buy |
| MELFA WEALTH MANAGEMENT, INC. | 81,101 | 80,949 | -152 | 0.44 | 0.41 | -0.03 | sell |
| FIRST FOUNDATION ADVISORS | 122,260 | 94,232 | -28,028 | 0.05 | 0.03 | -0.01 | sell |