High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
1
SIA
Strategic Investment Advisors
Michigan
$1.38T -100% 314,024
2
WA
Waterford Advisors
New York
$399B -100% 529,662
3
VC
Vestor Capital
Illinois
$302B -100% 399,822
4
SIA
Strategic Investment Advisors
Michigan
$172B -100% 582,172
5
SIA
Strategic Investment Advisors
Michigan
$59.6B -100% 425,523
6
SIA
Strategic Investment Advisors
Michigan
$55.1B -100% 479,521
7
SIA
Strategic Investment Advisors
Michigan
$53.7B -100% 267,020
8
SIA
Strategic Investment Advisors
Michigan
$51.2B -100% 163,301
9
MWM
Modern Wealth Management
Kansas
$49.8B -100% 65,981
10
GFA
Gallagher Fiduciary Advisors
Illinois
$49.3B -100% 150,320,330
11
PWS
Peterson Wealth Services
Utah
$34.7B -100% 185,762
12
SIA
Strategic Investment Advisors
Michigan
$29.8B -100% 118,049
13
SIA
Strategic Investment Advisors
Michigan
$25.7B -100% 72,414
14
NB
NBT Bank
New York
$17.4B -100% 131,937
15
SIA
Strategic Investment Advisors
Michigan
$15.4B -100% 128,521
16
PAS
PKS Advisory Services
New York
$14.7B -100% 57,897,465
17
NB
NBT Bank
New York
$9.94B -100% 98,801
18
PWS
Peterson Wealth Services
Utah
$9.94B -100% 8,074
19
Gates Foundation Trust
Gates Foundation Trust
Washington
$8.81B -65% 17,000,000
20
PCP
Proficio Capital Partners
Massachusetts
$8.48B -100% 12,728,674
21
SC
Soundwatch Capital
Connecticut
$7.7B -95% 11,553,243
22
WF
WoodTrust Financial
Wisconsin
$7.35B -100% 9,749
23
PWS
Peterson Wealth Services
Utah
$7.08B -100% 37,149
24
GFA
Gallagher Fiduciary Advisors
Illinois
$6.57B -100% 9,857,240
25
PWS
Peterson Wealth Services
Utah
$6.11B -100% 17,395