High Conviction Fund Buys

Stock Fund Market Value Change
in Stake
Shares
1
WA
Waterford Advisors
New York
$403B +26,483,100% 529,662
2
VC
Vestor Capital
Illinois
$305B +6,663,700% 399,822
3
AM
Ares Management
California
$107B +1,524% 31,984,622,535
4
MWM
Modern Wealth Management
Kansas
$50.3B +3,299,250% 65,985
5
GFA
Gallagher Fiduciary Advisors
Illinois
$42.1B +30,685% 149,842,394
6
UBS AM
UBS AM
Illinois
$21.6B +800% 106,910,669
7
UBS AM
UBS AM
Illinois
$13.7B +782% 69,080,235
8
PAS
PKS Advisory Services
New York
$11.7B +98,917% 57,898,088
9
WF
WoodTrust Financial
Wisconsin
$7.43B +54,167% 9,750
10
BC
Broadwater Capital
Massachusetts
$7.36B +47,682% 16,950,505
11
PCP
Proficio Capital Partners
Massachusetts
$7.28B +22,587% 12,730,484
12
SC
Soundwatch Capital
Connecticut
$6.89B +21,258% 12,050,220
13
N
Nuveen
North Carolina
$5.9B +182% 9,548,268
14
GFA
Gallagher Fiduciary Advisors
Illinois
$5.63B +424,278% 9,855,981
15
Goldman Sachs
Goldman Sachs
New York
$5.04B +121% 16,743,671
16
GFA
Gallagher Fiduciary Advisors
Illinois
$4.36B +19,540% 58,995,198
17
Capital World Investors
Capital World Investors
California
$4.17B +618% 22,349,714
18
Capital Research Global Investors
Capital Research Global Investors
California
$3.58B +116% 41,264,059
19
CS
Clear Street
New York
$3.56B +470% 28,275,055
20
Vanguard Group
Vanguard Group
Pennsylvania
$3.39B +402% 13,822,673
21
GFA
Gallagher Fiduciary Advisors
Illinois
$2.85B +13,126% 58,277,015
22
Victory Capital Management
Victory Capital Management
Texas
$2.47B +176% 12,494,130
23
Capital World Investors
Capital World Investors
California
$2.47B +486% 3,279,265
24
Capital International Investors
Capital International Investors
California
$2.08B +685% 26,538,338
25
BC
Broadwater Capital
Massachusetts
$1.95B +18,671% 9,651,617