| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Fiera Capital Corp | 17,471 | 25,406 | +7,935 | 0.00 | 0.00 | +0.00 | buy |
| IMS Capital Management | 117,164 | 119,177 | +2,013 | 0.18 | 0.16 | -0.02 | buy |
| Capital Investment Advisors, LLC | 47,709 | 48,809 | +1,100 | 0.00 | 0.00 | -0.00 | buy |
| Dynamic Advisor Solutions LLC | 50,805 | 49,822 | -983 | 0.01 | 0.00 | -0.00 | sell |