| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Kanen Wealth Management LLC | 2,222,276 | 2,232,703 | +10,427 | 2.44 | 1.03 | -1.41 | buy |
| BENJAMIN EDWARDS INC | 162,614 | 162,614 | 0 | 0.00 | 0.00 | -0.00 | hold |
| EverSource Wealth Advisors, LLC | 57 | 0 | -57 | 0.00 | 0.00 | -0.00 | sell |