| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Connor, Clark & Lunn Investment Management Ltd. | 1,071,611 | 898,953 | +172,658 | 0.04 | 0.03 | -0.01 | sell |
| RITHOLTZ WEALTH MANAGEMENT | 54,409 | 57,825 | +3,416 | 0.01 | 0.01 | -0.00 | buy |
| BAROMETER CAPITAL MANAGEMENT INC. | 31,221 | 33,421 | +2,200 | 0.06 | 0.10 | +0.04 | buy |
| PDS Planning, Inc | 10,114 | 11,715 | +1,601 | 0.01 | 0.01 | +0.00 | buy |
| True Wealth Design, LLC | 59 | 73 | +14 | 0.00 | 0.00 | +0.00 | buy |
| Ballentine Partners, LLC | 17,600 | 14,596 | -3,004 | 0.00 | 0.00 | -0.00 | sell |
| Laird Norton Wetherby Wealth Management, LLC | 35,285 | 26,831 | -8,454 | 0.01 | 0.01 | -0.00 | sell |