| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Kanen Wealth Management LLC | 1,632,160 | 1,666,246 | +34,086 | 3.79 | 2.98 | -0.81 | buy |
| BENJAMIN EDWARDS INC | 125,062 | 131,050 | +5,988 | 0.01 | 0.01 | +0.00 | buy |
| BNP PARIBAS FINANCIAL MARKETS | 200 | 200 | 0 | 0.00 | 0.00 | -0.00 | hold |
| Creekmur Asset Management LLC | 11 | 0 | -11 | 0.00 | 0.00 | -0.00 | sell |
| Aspire Private Capital, LLC | 30 | 0 | -30 | 0.00 | 0.00 | -0.00 | sell |