| Fund | Previous Shares | Current Shares ▲▼ | Change in Shares ▲▼ | Previous Portfolio Weightage (%) | Current Portfolio Weightage (%) ▲▼ | Change in Weight (%) ▲▼ | Type |
|---|---|---|---|---|---|---|---|
| Northwest Financial Advisors | 41,458 | 45,804 | +4,346 | 0.41 | 0.72 | +0.31 | buy |
| Morse Asset Management, Inc | 551 | 2,467 | +1,916 | 0.00 | 0.01 | +0.00 | buy |
| Wealthcare Advisory Partners LLC | 27,755 | 28,172 | +417 | 0.01 | 0.01 | -0.00 | buy |
| Cornerstone Advisory, LLC | 15,000 | 15,097 | +97 | 0.02 | 0.02 | -0.00 | buy |
| Fiera Capital Corp | 161,786 | 159,757 | -2,029 | 0.01 | 0.01 | -0.00 | sell |