| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 372,043 | 664,992 | +292,949 | 1.78 | 2.81 | +1.02 | buy |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | 294,894 | 356,979 | +62,085 | 0.58 | 0.60 | +0.02 | buy |
| TrueMark Investments, LLC | 16,208 | 17,348 | +1,140 | 0.04 | 0.03 | -0.01 | buy |
| SCOTIA CAPITAL INC. | 110,043 | 108,784 | -1,259 | 0.01 | 0.01 | -0.00 | sell |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 82,069 | 17,348 | -64,721 | 0.06 | 0.01 | -0.05 | sell |