| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Fiera Capital Corp | 214,457 | 413,905 | +199,448 | 0.00 | 0.00 | +0.00 | buy |
| Shaker Financial Services, LLC | 52,336 | 152,270 | +99,934 | 0.05 | 0.14 | +0.08 | buy |
| Dynamic Advisor Solutions LLC | 60,081 | 63,840 | +3,759 | 0.01 | 0.01 | +0.00 | buy |