| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Consolidated Portfolio Review Corp | 81,823 | 95,241 | +13,418 | 0.44 | 0.40 | -0.04 | buy |
| Robertson Stephens Wealth Management, LLC | 14,200 | 26,050 | +11,850 | 0.02 | 0.02 | +0.01 | buy |
| Koshinski Asset Management, Inc. | 32,422 | 39,180 | +6,758 | 0.07 | 0.07 | -0.00 | buy |
| Miracle Mile Advisors, LLC | 11,430 | 14,430 | +3,000 | 0.01 | 0.01 | +0.00 | buy |
| Rathbones Group PLC | 9,959 | 12,205 | +2,246 | 0.00 | 0.00 | +0.00 | buy |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | 26,909 | 28,734 | +1,825 | 0.11 | 0.10 | -0.01 | buy |
| Western Wealth Management, LLC | 15,809 | 15,659 | -150 | 0.03 | 0.02 | -0.00 | sell |
| CALDWELL SUTTER CAPITAL, INC. | 310 | 10 | -300 | 0.00 | 0.00 | -0.00 | sell |
| American Institute for Advanced Investment Management, LLP | 41,821 | 16,469 | -25,352 | 0.68 | 0.23 | -0.45 | sell |