HSBC HLDGS PLC
| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Old Port Advisors | 59,040 | 59,281 | +241 | 1.12 | 1.11 | -0.01 | buy |
| HHM Wealth Advisors, LLC | 158 | 235 | +77 | 0.00 | 0.00 | +0.00 | buy |
| SeaBridge Investment Advisors LLC | 9,469 | 9,529 | +60 | 0.13 | 0.13 | -0.00 | buy |
| CONTRAVISORY INVESTMENT MANAGEMENT, INC. | 4,668 | 4,714 | +46 | 0.08 | 0.08 | +0.00 | buy |
| 180 WEALTH ADVISORS, LLC | 4,431 | 4,084 | -347 | 0.04 | 0.04 | -0.00 | sell |
| GREENLEAF TRUST | 17,829 | 17,284 | -545 | 0.01 | 0.02 | +0.00 | sell |
| HENNESSY ADVISORS INC | 72,200 | 70,900 | -1,300 | 0.22 | 0.22 | +0.00 | sell |