| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| CIBC Private Wealth Group LLC | 1,125,000 | 1,300,000 | +175,000 | 0.00 | 0.00 | 0.00 | buy |
| INSTRUMENTAL WEALTH, LLC | 29,173 | 54,240 | +25,067 | 0.02 | 0.06 | +0.04 | buy |
| BRIDGEWAY CAPITAL MANAGEMENT, LLC | 268,000 | 293,000 | +25,000 | 0.01 | 0.01 | 0.00 | buy |
| Laidlaw Wealth Management LLC | 42,470 | 50,470 | +8,000 | 0.05 | 0.03 | -0.02 | buy |