| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) | Type |
|---|---|---|---|---|---|---|---|
| Shaker Financial Services, LLC | 50,276 | 52,850 | +2,574 | 0.18 | 0.19 | +0.01 | buy |
| Mallini Complete Financial Planning LLC | 19,542 | 19,817 | +275 | 0.18 | 0.16 | -0.02 | buy |
| Uncommon Cents Investing LLC | 22,265 | 21,565 | -700 | 0.06 | 0.05 | -0.01 | sell |
| INTEGRATED CAPITAL MANAGEMENT, INC. | 12,012 | 10,852 | -1,160 | 0.09 | 0.07 | -0.02 | sell |
| Fiera Capital Corp | 110,547 | 106,652 | -3,895 | 0.00 | 0.00 | -0.00 | sell |