| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Hennion & Walsh Asset Management, Inc. | 712,545 | 1,162,995 | +450,450 | 0.29 | 0.42 | +0.13 | buy |
| Wagner Wealth Management, LLC | 256,097 | 341,853 | +85,756 | 0.63 | 0.81 | +0.18 | buy |
| Fortitude Advisory Group L.L.C. | 26,600 | 28,520 | +1,920 | 0.15 | 0.14 | -0.01 | buy |
| LexAurum Advisors, LLC | 43,704 | 44,520 | +816 | 0.07 | 0.07 | -0.00 | buy |
| Cornerstone Wealth Management, LLC | 27,953 | 28,213 | +260 | 0.02 | 0.02 | -0.00 | buy |
| Kozak & Associates, Inc. | 226 | 230 | +4 | 0.00 | 0.00 | -0.00 | buy |
| Financial Perspectives, Inc | 319 | 80 | -239 | 0.00 | 0.00 | -0.00 | sell |
| Whipplewood Advisors, LLC | 81,888 | 80,630 | -1,258 | 0.52 | 0.69 | +0.17 | sell |
| Capital Investment Advisors, LLC | 44,389 | 40,400 | -3,989 | 0.01 | 0.01 | -0.00 | sell |
| Retirement Planning Group, LLC | 45,552 | 38,862 | -6,690 | 0.02 | 0.01 | -0.00 | sell |