| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| MELFA WEALTH MANAGEMENT, INC. | 71,605 | 75,200 | +3,595 | 0.45 | 0.45 | -0.00 | buy |
| Insight Wealth Strategies, LLC | 37,544 | 37,755 | +211 | 0.04 | 0.04 | -0.00 | buy |
| RFG Advisory, LLC | 17,785 | 17,946 | +161 | 0.00 | 0.00 | -0.00 | buy |
| IHT Wealth Management, LLC | 85,431 | 81,276 | -4,155 | 0.03 | 0.02 | -0.00 | sell |
| Pathway Financial Advisers, LLC | 29,991 | 25,371 | -4,620 | 0.07 | 0.06 | -0.01 | sell |
| SILVERLAKE WEALTH MANAGEMENT LLC | 24,449 | 16,857 | -7,592 | 0.08 | 0.06 | -0.02 | sell |
| Berkeley, Inc | 35,344 | 25,204 | -10,140 | 0.14 | 0.10 | -0.04 | sell |