| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Cornerstone Advisory, LLC | 10,000 | 15,000 | +5,000 | 0.01 | 0.02 | +0.01 | buy |
| Wealthcare Advisory Partners LLC | 27,539 | 27,755 | +216 | 0.01 | 0.01 | -0.00 | buy |
| XML Financial, LLC | 22,946 | 15,350 | -7,596 | 0.03 | 0.02 | -0.01 | sell |
| Northwest Financial Advisors | 50,317 | 41,458 | -8,859 | 0.53 | 0.41 | -0.12 | sell |
| Fiera Capital Corp | 177,600 | 161,786 | -15,814 | 0.01 | 0.01 | -0.00 | sell |