| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Consolidated Portfolio Review Corp | 114,295 | 119,089 | +4,794 | 0.29 | 0.27 | -0.02 | buy |
| SCHNIEDERS CAPITAL MANAGEMENT LLC | 28,671 | 32,672 | +4,001 | 0.10 | 0.09 | -0.00 | buy |
| Robertson Stephens Wealth Management, LLC | 28,350 | 30,850 | +2,500 | 0.02 | 0.02 | +0.00 | buy |
| Cassaday & Co Wealth Management LLC | 16,288 | 16,706 | +418 | 0.01 | 0.01 | -0.00 | buy |
| JDM Financial Group LLC | 739 | 758 | +19 | 0.01 | 0.01 | -0.00 | buy |
| Blume Capital Management, Inc. | 358 | 88 | -270 | 0.00 | 0.00 | -0.00 | sell |
| Keystone Financial Group | 12,761 | 12,229 | -532 | 0.02 | 0.02 | -0.00 | sell |
| NWAM LLC | 11,925 | 10,782 | -1,143 | 0.02 | 0.01 | -0.01 | sell |
| Elequin Capital, LP | 13,145 | 10,764 | -2,381 | 0.04 | 0.02 | -0.01 | sell |
| Calamos Advisors LLC | 38,211 | 35,155 | -3,056 | 0.00 | 0.00 | -0.00 | sell |
| INTEGRITY WEALTH ADVISORS, INC. | 16,114 | 12,271 | -3,843 | 0.19 | 0.14 | -0.04 | sell |
| Pettinga Financial Advisors LLC | 55,101 | 26,580 | -28,521 | 0.20 | 0.10 | -0.11 | sell |
| LANDSCAPE CAPITAL MANAGEMENT, L.L.C. | 96,361 | 41,476 | -54,885 | 0.14 | 0.05 | -0.08 | sell |
| RIVERNORTH CAPITAL MANAGEMENT, LLC | 321,905 | 248,721 | -73,184 | 0.27 | 0.23 | -0.04 | sell |