High Conviction Fund Sells

Stock Fund Market Value Change
in Stake
Shares
1
AWA
Aaron Wealth Advisors
Illinois
$15.3B -100% 129,484,300
2
AWA
Aaron Wealth Advisors
Illinois
$11.1B -100% 94,026,560
3
CIAS
CFS Investment Advisory Services
New Jersey
$5.88B -100% 23,837,111
4
FWM
Frontier Wealth Management
Missouri
$5.87B -100% 18,713,511
5
CIAS
CFS Investment Advisory Services
New Jersey
$5.82B -99% 63,701,901
6
AWA
Aaron Wealth Advisors
Illinois
$5.62B -100% 44,904,101
7
AWA
Aaron Wealth Advisors
Illinois
$5.57B -100% 20,537,303
8
CIAS
CFS Investment Advisory Services
New Jersey
$4.27B -100% 34,091,334
9
CIAS
CFS Investment Advisory Services
New Jersey
$4.01B -98% 83,299,895
10
AWA
Aaron Wealth Advisors
Illinois
$3.92B -99% 25,911,072
11
CSIA
Charles Schwab Investment Advisory
California
$3.14B -56% 108,188,736
12
VEPM
Vista Equity Partners Management
California
$3.04B Closed 113,753,615
13
Vanguard Group
Vanguard Group
Pennsylvania
$3.01B Closed 32,129,838
14
CIAS
CFS Investment Advisory Services
New Jersey
$2.81B -99% 17,942,790
15
CIAS
CFS Investment Advisory Services
New Jersey
$2.73B -97% 72,485,161
16
N
Natixis
France
$2.64B Closed 5,837,077
17
BCP
BDT Capital Partners
Illinois
$2.59B Closed 68,289,747
18
CIAS
CFS Investment Advisory Services
New Jersey
$2.58B -100% 6,271,254
19
AWA
Aaron Wealth Advisors
Illinois
$2.58B -100% 6,287,023
20
CSIA
Charles Schwab Investment Advisory
California
$2.47B -56% 30,295,685
21
GE
General Electric
Ohio
$2.44B -62% 72,025,826
22
CIAS
CFS Investment Advisory Services
New Jersey
$2.43B -100% 20,632,080
23
AWA
Aaron Wealth Advisors
Illinois
$2.39B -100% 6,344,406
24
Wellington Management Group
Wellington Management Group
Massachusetts
$2.36B -74% 65,662,892
25
HF
HRT Financial
New York
$2.33B -62% 5,692,402