Berkshire Hathaway Inc. Class ABRK.A

13F holders, Q1 2024 (March 31)
1,030holders
13famous investors
$525568.90avg. 13F price*

At the end of Q1 2024, 1,030 institutions reported holding Berkshire Hathaway Inc. Class A (BRK.A) in their 13F filings. The largest holders were FMR LLC ($21.2B), First Manhattan Co. Llc. ($9.7B) and Norges Bank ($3.8B). 13 famous investors held it, including Chris Bloomstran (14.5% of Semper Augustus Investments's portfolio), Tom Russo (13.9% of Gardner Russo & Quinn's portfolio) and Guy Spier (7.3% of Aquamarine Capital (Aquamarine Zurich)'s portfolio).

Company
Berkshire Hathaway Inc. Class A
CUSIP
084670108
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions48$757.7M
Exits52$370.9M

Ownership 1,030 holders

FMR LLC 1.43% No change 33,428 $21.2B
First Manhattan Co. Llc. 31.49% Reduce -10.6% 15,312 $9.7B
Norges Bank 0.60% Add +13.6% 6,006 $3.8B
Gardner Russo & Quinn 13.88% Reduce -11.8% 2,132 $1.4B
Pflug Koory, LLC 86.31% No change 1,900 $1.2B
HighTower Advisors, LLC 1.94% Reduce -5.3% 1,888 $1.2B
Davis Selected Advisers 6.57% Reduce -1.9% 1,848 $1.2B
Vanguard Group Inc. 0.02% Add +0.7% 1,805 $1.1B
Everett Harris & Co. 11.94% Reduce -0.2% 1,417 $899.0M
PNC Financial Services Group, Inc. 0.54% Reduce -2.2% 1,227 $778.5M
Morgan Stanley 0.06% Reduce -1.8% 1,155 $732.8M
Hikari Tsushin, Inc. 56.83% No change 1,127 $715.0M
Markel Group 6.97% No change 1,114 $706.8M
Paralel Advisors LLC 29.92% No change 1,028 $652.2M
Pathstone Holdings, LLC 2.89% Add +197.8% 968 $614.1M
US Bancorp \de 0.82% Reduce -7.2% 927 $588.1M
First Eagle Investment Management, LLC 1.33% Add +0.1% 923 $585.6M
Swedbank AB 0.79% Reduce -5.6% 879 $557.7M
BlackRock Inc. 0.01% No change 877 $556.4M
Bank of America Corp. 0.05% Reduce -0.8% 844 $535.5M
Graham Holdings Co Master Retirement Trust 85.63% No change 829 $526.0M
Hikari Power Ltd 42.70% No change 783 $496.8M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 5.79% No change 760 $482.2M
California Public Employees Retirement System 0.31% Add +5.7% 688 $436.5M
Tweedy, Browne Co LLC 19.72% No change 662 $420.0M
Clearbridge Investments, LLC 0.30% Reduce -0.2% 606 $384.5M
Summit Asset Management, LLC 45.16% No change 600 $380.7M
Baldwin Investment Management, LLC 48.27% Reduce -0.9% 561 $355.9M
Legal & General Group Plc 0.10% No change 554 $351.5M
Graham Holdings Co 33.71% No change 422 $267.7M
Focus Partners Wealth 2.12% Add +1.5% 411 $260.8M
Heritage Investment Group, Inc. 34.43% New 400 $253.8M
O'shaughnessy Asset Management, LLC 2.81% No change 400 $253.8M
State Street Corp. 0.01% Add +18.1% 379 $240.5M
Allen Holding Inc. 29.78% No change 373 $236.6M
Fayez Sarofim & Co 0.71% Reduce -1.1% 373 $236.6M
Punch Card Management L.P. 55.36% No change 349 $221.4M
Armstrong Henry H Associates Inc. 20.43% Reduce -0.6% 331 $210.0M
Royal Bank of Canada 0.05% Add +2.5% 324 $205.6M
Northstar Asset Management Inc. 34.64% No change 311 $197.3M
Bridges Investment Management Inc. 6.16% Reduce -5.5% 311 $197.3M
Bank of New York Mellon Corp 0.04% Add +4.4% 309 $196.0M
Northern Trust Corp. 0.03% Reduce -14.3% 307 $194.8M
Silver Lake Advisory, LLC 46.11% New 300 $190.3M
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV 12.89% No change 300 $190.3M
Canton Hathaway, LLC 48.55% Reduce -0.3% 285 $180.8M
Corient Private Wealth LP 0.32% Add +261.7% 13,550 $179.6M
UMB Bank, n.a. 2.66% Reduce -52.9% 265 $168.1M
WS Management LLLP 15.17% No change 261 $165.6M
Whittier Trust Co. 2.36% Reduce -0.4% 255 $161.8M
Brown Brothers Harriman & Co. 1.22% Reduce -1.2% 251 $159.2M
Timucuan Asset Management Inc. 4.73% Reduce -20.2% 221 $140.2M
WINTON GROUP Ltd 9.72% No change 217 $137.7M
Rede Wealth, LLC 56.92% No change 214 $135.8M
Susquehanna International Group, LLP 0.20% Add +145.3% 211 $133.9M
Wealth Management Resources, Inc. 35.54% No change 200 $126.9M
J. W. Coons Advisors, LLC 22.34% No change 200 $126.9M
Asset Management Group, Inc. 19.27% No change 200 $126.9M
HSBC Holdings PLC 0.09% Add +27.0% 193 $122.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -7.8% 189 $119.9M
Brown Advisory Inc. 0.16% Reduce -10.2% 184 $116.7M
American Century Companies Inc. 0.07% No change 179 $113.6M
Goldman Sachs Group Inc. 0.02% Add +6.0% 178 $112.9M
Vontobel Asset Management Inc. 0.61% Reduce -40.2% 162 $111.1M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.13% Reduce -19.0% 175 $111.1M
Nordwand Advisors, LLC 42.41% Reduce -36.1% 172 $109.1M
Burgundy Asset Management Ltd. 1.07% Reduce -0.6% 163 $103.4M
Gabelli Funds LLC 0.77% Reduce -0.6% 163 $103.4M
Commonwealth Equity Services, LLC 0.17% No change 160 $101.5M
Auto-Owners Insurance Co 2.62% No change 156 $99.0M
Bank of Montreal 0.03% Reduce -3.1% 157 $98.9M
Mill Capital Management, LLC 8.21% Reduce -1.3% 155 $98.3M
Wells Fargo & Company 0.03% Reduce -6.2% 151 $95.7M
JPMorgan Chase & Co. 0.01% Add +0.7% 150 $95.2M
Ruane, Cunniff & Goldfarb L.P. 1.47% Reduce -11.3% 149 $94.5M
CI Investments Inc. 0.34% Add +0.7% 138 $86.9M
Pinnacle Bancorp, Inc. 25.52% Add +0.7% 136 $86.3M
Raymond James & Associates 0.06% Reduce -2.2% 136 $86.3M
Royal London Asset Management Ltd. 0.21% Reduce -3.6% 135 $85.6M
Stifel Financial Corp. 0.10% No change 133 $84.4M
UBS Group AG 0.03% No change 133 $84.4M
Neuberger Berman Group LLC 0.07% No change 131 $83.1M
Van Lanschot Kempen Investment Management N.V. 1.03% Reduce -6.5% 130 $82.5M
Northwestern University 76.56% No change 130 $82.5M
Semper Augustus Investments 14.51% No change 125 $79.3M
Davis Asset Management, L.P. 3.34% No change 120 $76.1M
Arrowstreet Capital, Limited Partnership 0.07% New 119 $75.5M
Well Done, LLC 14.72% No change 118 $74.9M
Aberdeen Group plc 0.15% Add +2.6% 117 $74.2M
State of Michigan Retirement System 0.40% No change 116 $73.6M
General American Investors Co. Inc. 5.18% No change 110 $69.8M
Fenimore Asset Management Inc 1.45% No change 108 $68.5M
Sumitomo Mitsui Trust Group, Inc. 0.05% No change 104 $66.0M
Pegasus Asset Management, Inc. 19.76% No change 100 $63.4M
Quaker Capital Investments, LLC 19.51% No change 100 $63.4M
Weaver Capital Management LLC 18.06% No change 100 $63.4M
Artemis Wealth Advisors, LLC 10.71% No change 100 $63.4M
Stanley-Laman Group, Ltd. 8.18% No change 100 $63.4M
Shapiro Capital Management LLC 1.68% No change 100 $63.4M
Garner Asset Management Corp 24.02% No change 100 $63.4M
Professional Advisory Services Inc. 7.93% No change 100 $63.4M
Douglass Winthrop Advisors, LLC 1.25% No change 96 $60.9M
Hollencrest Capital Management 2.76% New 95 $60.3M
Bank Pictet & Cie (Europe) AG 1.57% Reduce -2.1% 95 $60.3M
Baird Financial Group, Inc. 0.12% Add +18.2% 91 $57.7M
Ninety One SA (Pty) Ltd 8.27% No change 91 $57.4M
Victory Capital Management Inc. 0.06% Add +50.0% 90 $57.1M
Franklin Resources Inc. 0.02% Reduce -4.3% 89 $56.5M
Truist Financial Corp. 0.08% Reduce -20.7% 88 $55.8M
Charles Schwab Investment Management Inc. 0.01% Reduce -4.4% 86 $54.6M
I.G.Y. Ltd 25.28% No change 83 $52.7M
Chou Associates Management Inc. 60.51% No change 80 $51.9M
Cambridge Trust Co. 1.94% Reduce -2.4% 81 $51.4M
RBF Capital, LLC 2.75% No change 77 $48.9M
Choreo, LLC 1.24% Add +7.0% 76 $48.2M
Qube Research & Technologies Ltd 0.08% Add +64.4% 74 $46.9M
Greenlea Lane Capital Management, LLC 12.76% No change 71 $45.0M
Segment Wealth Management, LLC 3.42% Add +1.4% 71 $45.0M
Migdal Insurance & Financial Holdings Ltd. 0.71% No change 70 $44.4M
Hamilton Point Investment Advisors, LLC 8.68% No change 70 $44.4M
Blair William & Co. 0.14% No change 69 $43.8M
Pinnacle Financial Partners Inc 0.93% Reduce -2.9% 68 $43.1M
D.A. Davidson & Co. 0.38% Reduce -1.4% 68 $42.5M
Tiaa Trust, National Association 0.12% Reduce -8.8% 62 $39.3M
Ameriprise Financial Inc. 0.01% Add +47.6% 62 $39.3M
B. Metzler seel. Sohn & Co. AG 0.43% Reduce -22.2% 63 $38.8M
Silicon Valley Community Foundation 1.42% No change 61 $38.7M
LPL Financial LLC 0.02% Reduce -3.2% 60 $38.1M
Crestwood Advisors Group, LLC 0.82% No change 59 $37.4M
Kelleher Financial Advisors 15.26% No change 58 $36.8M
Summit Street Capital Management, LLC 14.13% No change 58 $36.8M
Crewe Advisors LLC 4.14% No change 56 $35.5M
Lincoln Capital LLC 7.77% No change 55 $34.9M
Toronto Dominion Bank 0.05% No change 54 $34.3M
Hi-Line Capital Management, LLC 11.93% No change 53 $33.6M
Farmers & Merchants Investments Inc. 1.14% Reduce -8.6% 53 $33.6M
Hutner Capital Management Inc. 17.89% No change 52 $33.0M
Security National Bank 4.90% No change 51 $32.4M
Elkhorn Partners Limited Partnership 22.88% No change 50 $31.7M
SWF LLC 11.58% No change 50 $31.7M
Cannell & Spears LLC 0.64% Add +880.0% 49 $31.1M
Shayne & Jacobs, LLC 8.11% No change 47 $29.8M
Locust Wood Capital Advisers, LLC 1.18% Reduce -9.6% 47 $29.8M
Barclays PLC 0.01% Add +76.9% 46 $29.2M
Lanark Financial, Inc. 2.74% No change 46 $29.2M
Pitcairn Co. 1.85% No change 45 $28.5M
Glenmede Trust Co. NA 0.14% Reduce -4.3% 45 $28.5M
Mirabella Financial Services LLP 2.03% New 44 $27.9M
Captrust Financial Advisors 0.10% Reduce -21.4% 44 $27.9M
Quantinno Capital Management LP 0.61% Add +37.5% 44 $27.9M
Global Frontier Investments LLC 8.17% No change 44 $27.9M
GAMCO Investors 0.28% Reduce -2.3% 43 $27.3M
Peapack Gladstone Financial Corp. 0.43% Reduce -8.5% 43 $27.3M
Utah Retirement Systems 0.31% No change 42 $26.6M
BNP Paribas Financial Markets 0.03% Reduce -14.3% 42 $26.6M
BigSur Wealth Management LLC 8.15% Add +32.3% 41 $26.0M
Allen Operations LLC 4.94% No change 41 $26.0M
Whittier Trust Co. of Nevada Inc. 0.73% No change 40 $25.4M
Ieq Capital, LLC 0.36% No change 40 $25.4M
Haverford Trust Co 0.27% No change 40 $25.4M
Janney Montgomery Scott LLC 0.07% Add +2.6% 39 $25.0M
Mariner, LLC 0.05% Reduce -4.9% 39 $24.7M
Granite FO LLC 14.32% No change 35 $24.4M
Avalon Trust Co 1.98% No change 38 $24.1M
FineMark National Bank & Trust 0.90% No change 38 $24.1M
First Citizens Bank & Trust Co. 0.46% Add +26.7% 38 $24.1M
Hardy Reed LLC 2.84% No change 36 $22.8M
Portfolio Strategies, Inc. 1.55% New 36 $22.8M
Cubist Systematic Strategies, LLC 0.26% New 36 $22.8M
Osaic Holdings, Inc. 0.05% Reduce -6.6% 57 $22.8M
Bislett Management, LLC 13.91% No change 35 $22.2M
Southeast Asset Advisors, LLC 2.67% Reduce -25.5% 35 $22.2M
Barr E S & Co. 1.45% No change 35 $22.2M
M&T Bank Corp 0.08% Reduce -5.4% 35 $22.2M
Shelter Mutual Insurance Co 5.56% No change 34 $21.6M
Hennessy Advisors Inc. 0.91% Reduce -19.1% 34 $21.6M
HM Payson & Co. 0.40% No change 34 $21.6M
Saybrook Capital 5.53% No change 33 $20.9M
General Partner, Inc. 13.15% No change 33 $20.9M
Drive Wealth Management, LLC 5.87% No change 33 $20.9M
AMG National Trust Bank 0.61% No change 33 $20.9M
Raymond James Trust N.A. 0.51% No change 33 $20.9M
Union Savings Bank 10.62% No change 32 $20.3M
Onex Canada Asset Management Inc. 2.03% Reduce -8.6% 32 $20.3M
Circle Wealth Management, LLC 0.50% No change 32 $20.3M
Cambridge Investment Research Advisors, Inc. 0.08% Add +14.8% 31 $19.7M
Silvercrest Asset Management Group LLC 0.13% No change 31 $19.7M
Alliancebernstein L.P. 0.01% No change 31 $19.7M
7G Capital Management, LLC 10.03% No change 30 $19.0M
Laurel Wealth Advisors LLC 3.27% No change 30 $19.0M
Check Capital Management Inc. 1.40% Reduce -23.1% 30 $19.0M
Stock Yards Bank & Trust Co. 0.63% Add +11.1% 30 $19.0M
Williams Jones Wealth Management, LLC. 0.24% Reduce -6.3% 30 $19.0M
Aquamarine Capital (Aquamarine Zurich) 7.27% No change 30 $19.0M
Harvey Investment Co. LLC 2.15% No change 30 $19.0M
Bessemer Group Inc. 0.03% Reduce -25.6% 29 $18.4M
Mill Creek Capital Advisors, LLC 0.50% No change 29 $18.4M
Wealth Enhancement Advisory Services, LLC 0.05% Add +3.6% 29 $18.4M
Silverleafe Capital Partners, LLC 7.29% No change 28 $17.8M
Waverly Advisors, LLC 0.42% Add +1300.0% 28 $17.8M
Mesirow Financial Investment Management, Inc. 0.40% Add +250.0% 28 $17.8M
SVB Wealth LLC 0.40% Add +27.3% 28 $17.8M
Cerity Partners LLC 0.05% Add +16.7% 28 $17.7M
Choate Investment Advisors 0.46% No change 27 $17.1M
Regions Financial Corp. 0.13% No change 27 $17.1M
Pittenger & Anderson Inc. 0.68% Reduce -3.2% 30 $16.8M
Citizens Financial Group Inc. 0.55% No change 26 $16.5M
HB Wealth Management, LLC 0.21% No change 26 $16.5M
Comerica Bank 0.07% No change 26 $16.5M
Connable Office Inc. 1.80% New 25 $15.9M
Private Management Group Inc. 0.60% No change 25 $15.9M
Sapient Capital LLC 0.35% No change 25 $15.9M
Fifth Third Bancorp 0.06% Reduce -3.9% 25 $15.9M
Raymond James Financial Services Advisors, Inc. 0.02% No change 25 $15.9M
CIBC Private Wealth Group LLC 0.03% No change 25 $15.9M
DAVENPORT & Co LLC 0.09% No change 24 $15.2M
AQR Capital Management 0.03% No change 24 $15.2M
Arlington Partners LLC 7.43% No change 23 $14.6M
Lawson Kroeker Investment Management Inc. 2.77% No change 23 $14.6M
Kestra Advisory Services, LLC 0.10% No change 23 $14.6M
Rhumbline Advisers 0.01% No change 23 $14.6M
Soditic Asset Management LLP 16.53% Reduce -50.0% 22 $14.0M
JRM Investment Counsel, LLC 5.00% No change 22 $14.0M
Matthew 25 Management Corp 4.75% Reduce -8.3% 22 $14.0M
Brandywine Trust Co. 2.37% No change 22 $14.0M
Ashford Capital Management Inc. 1.89% No change 22 $14.0M
Texas Yale Capital Corp. 0.62% No change 22 $14.0M
Cullen/Frost Bankers, Inc. 0.21% No change 22 $14.0M
LexAurum Advisors, LLC 3.38% No change 21 $13.3M
Gibson Capital, LLC 2.91% No change 21 $13.3M
Zuckerman Investment Group, LLC 1.54% No change 21 $13.3M
Concurrent Investment Advisors, LLC 0.54% No change 21 $13.3M
Cetera Investment Advisers 0.03% Add +425.0% 21 $13.3M
Smithfield Trust Co 0.71% No change 21 $13.3M
LM Advisors LLC 2.23% Add +81.8% 20 $12.7M
Round Rock Advisors LLC 3.04% No change 20 $12.7M
Park National Corp. 0.49% No change 20 $12.7M
Atlanta Consulting Group Advisors, LLC 4.17% — 19 $12.1M
Center for Financial Planning, Inc. 1.80% No change 19 $12.1M
First Nebraska Trust Co 1.24% No change 19 $12.1M
Obermeyer Wealth Partners 0.71% No change 19 $12.1M
National Philanthropic Trust 0.26% New 19 $12.1M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.6% 19 $12.1M
Ar Asset Management Inc. 2.82% No change 18 $11.4M
T. Rowe Price Associates Inc. 0.00% No change 18 $11.4M
America First Investment Advisors, LLC 2.78% Reduce -18.2% 18 $11.4M
Arthur M. Cohen & Associates, LLC 2.41% No change 18 $11.4M
Vicus Capital 1.04% Reduce -5.3% 18 $11.4M
Simon Quick Advisors, LLC 0.86% No change 18 $11.4M
Howland Capital Management LLC 0.55% No change 18 $11.4M
Buckingham Strategic Wealth, LLC 0.12% Reduce -5.3% 18 $11.4M
Greenleaf Trust 0.11% No change 18 $11.4M
Cresset Asset Management, LLC 0.06% Reduce -67.3% 18 $11.4M
Connor, Clark & Lunn Investment Management Ltd. 0.05% No change 18 $11.4M
Citigroup Inc. 0.01% Reduce -5.3% 18 $11.4M
Deutsche Bank AG 0.01% No change 18 $11.4M
Alexander Labrunerie & Co., Inc. 6.12% — 1,700 $10.8M
First National Advisers, LLC 2.41% No change 17 $10.8M
Keystone Financial Group 1.58% No change 17 $10.8M
Grandfield & Dodd, LLC 0.68% No change 17 $10.8M
Modera Wealth Management, LLC 0.16% No change 17 $10.8M
King Luther Capital Management Corp. 0.05% No change 17 $10.8M
WoodTrust Financial Corp 1.71% No change 17 $10.8M
Cahill Wealth Management, LLC 6.05% New 17 $10.4M
Sterling Investment Management, LLC 7.16% Add +14.3% 16 $10.2M
CPA Asset Management Group, LLC 5.68% No change 16 $10.2M
Rathbones Group PLC 0.06% Reduce -20.0% 16 $10.2M
TD Waterhouse Canada Inc. 0.08% New 16 $10.1M
Amundi 0.00% Add +6.7% 16 $9.7M
Cibc World Market Inc. 0.02% No change 15 $9.5M
Fiduciary Counselling Inc. 25.98% No change 15 $9.5M
Wallace Capital Management Inc. 1.30% No change 15 $9.5M
Rossmore Private Capital 1.25% No change 15 $9.5M
Carret Asset Management, LLC 1.12% No change 15 $9.5M
Graves Light Lenhart Wealth, Inc. 1.10% No change 15 $9.5M
Clough Capital Partners L P 1.05% No change 15 $9.5M
Bard Financial Services, Inc. 1.01% No change 15 $9.5M
LMCG Investments, LLC 0.56% No change 15 $9.5M
Private Advisor Group, LLC 0.07% No change 15 $9.5M
Commerce Bank 0.06% Reduce -11.8% 15 $9.5M
CIBC Asset Management Inc 0.03% Add +50.0% 15 $9.5M
Global Financial Private Client, LLC 4.09% No change 15 $9.5M
Strata Wealth Advisors, LLC 3.12% No change 14 $8.9M
M. Kulyk & Associates, LLC 2.06% No change 14 $8.9M
K.J. Harrison & Partners Inc 1.37% No change 14 $8.9M
Traphagen Investment Advisors LLC 0.95% No change 14 $8.9M
Baader Bank Aktiengesellschaft 0.73% Add +366.7% 14 $8.9M
CENTRAL TRUST Co 0.22% No change 14 $8.9M
Yacktman Asset Management 0.08% No change 14 $8.9M
Aviva PLC 0.03% No change 14 $8.9M
Valeo Financial Advisors, LLC 0.31% No change 14 $8.6M
NewEdge Wealth, LLC 0.19% No change 14 $8.5M
Scotia Capital Inc. 0.05% Add +62.5% 13 $8.3M
Pacifica Capital Investments, LLC 2.54% No change 13 $8.2M
Ingalls & Snyder LLC 0.37% No change 13 $8.2M
Weik Capital Management 3.50% No change 13 $8.2M
Carolinas Wealth Consulting LLC 1.63% No change 13 $8.2M
Baker Ellis Asset Management LLC 1.23% No change 13 $8.2M
Griffin Asset Management, Inc. 0.98% No change 13 $8.2M
Spinnaker Trust 0.53% No change 13 $8.2M
Bartlett & Co. Wealth Management LLC 0.13% Reduce -7.1% 13 $8.2M
DF Dent & Co. Inc. 0.10% Add +85.7% 13 $8.2M
Envestnet Asset Management Inc. 0.00% Reduce -18.8% 13 $8.2M
Janus Henderson Group PLC 0.00% No change 13 $8.2M
Essex Bank 2.37% No change 15 $8.1M
Pangea Capital Gestao de Recursos Ltda. 6.46% No change 12 $7.6M
Prairie Sky Financial Group LLC 4.57% No change 12 $7.6M
Cornell Pochily Investment Advisors, Inc. 3.02% No change 12 $7.6M
Pecaut & Co. 2.84% No change 12 $7.6M
Puzo Michael J 2.11% Reduce -7.7% 12 $7.6M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.88% No change 12 $7.6M
Aire Advisors, LLC 1.72% No change 12 $7.6M
Keel Point, LLC 0.79% No change 12 $7.6M
Smith Chas P & Associates Pa Cpas 0.46% No change 12 $7.6M
Edge Capital Group, LLC 0.38% No change 12 $7.6M
Apollon Wealth Management, LLC 0.24% No change 12 $7.6M
NorthCoast Asset Management LLC 0.10% Add +9.1% 12 $7.6M
Neville Rodie & Shaw Inc. 0.58% No change 12 $7.6M
Schulhoff & Co. Inc. 3.06% No change 11 $7.0M
Y-Intercept (Hong Kong) Ltd 0.53% Add +57.1% 11 $7.0M
Wafra Inc. 0.37% No change 11 $7.0M
Montag A & Associates Inc. 0.35% No change 11 $7.0M
Venture Visionary Partners LLC 0.33% Add +22.2% 11 $7.0M
Evercore Wealth Management, LLC 0.11% Reduce -15.4% 11 $7.0M
Rwa Wealth Partners, LLC 0.09% No change 11 $7.0M
Huntington National Bank 0.08% No change 11 $7.0M
NewEdge Advisors, LLC 0.06% No change 11 $7.0M
Bahl & Gaynor LLC 0.04% No change 11 $7.0M
Manufacturers Life Insurance Company, The 0.01% Add +10.0% 11 $7.0M
Russell Investments Group, Ltd. 0.01% Add +1000.0% 11 $7.0M
Courant Investment Management LLC 5.27% No change 10 $6.3M
Virginia Wealth Management Group, Inc. 5.18% No change 10 $6.3M
Enterprise Financial Services Corp 3.82% No change 10 $6.3M
Whitford Management LLC 3.57% No change 10 $6.3M
Naman Capital Ltda 2.47% No change 10 $6.3M
Citizens National Bank Trust Department 1.47% No change 10 $6.3M
Bellecapital International Ltd. 1.42% No change 10 $6.3M
Oliver Luxxe Assets LLC 1.33% No change 10 $6.3M
Bremer Bank National Association 1.18% No change 10 $6.3M
Fort Point Capital Partners LLC 0.86% No change 10 $6.3M
Barton Investment Management 0.77% No change 10 $6.3M
Insigneo Advisory Services, LLC 0.75% No change 10 $6.3M
Washington Trust Bank 0.60% No change 10 $6.3M
Cidel Asset Management Inc. 0.48% No change 10 $6.3M
Avior Wealth Management, LLC 0.29% Add +233.3% 10 $6.3M
Aspiriant, LLC 0.26% Add +11.1% 10 $6.3M
Cassaday & Co Wealth Management LLC 0.21% No change 10 $6.3M
Carnegie Investment Counsel 0.20% No change 10 $6.3M
InterOcean Capital Group, LLC 0.15% No change 10 $6.3M
Glenview Trust Co 0.14% Add +11.1% 10 $6.3M
Financial Counselors Inc. 0.11% No change 10 $6.3M
Fiduciary Trust Co 0.10% No change 10 $6.3M
Allen Investment Management, LLC 0.08% No change 10 $6.3M
Lido Advisors, LLC 0.06% No change 10 $6.3M
London Co. of Virginia 0.03% No change 10 $6.3M
Bank of Nova Scotia 0.01% Add +233.3% 10 $6.3M
1832 Asset Management L.P. 0.01% No change 10 $6.3M
Credit Suisse AG/ 0.01% Reduce -28.6% 10 $6.3M
Regis Management CO LLC 1.93% Add +150.0% 10 $6.3M
Wintrust Investments LLC 0.56% No change 10 $6.3M
Lazard Freres Gestion S.A.S. 0.16% No change 10 $6.3M
Beddow Capital Management Inc. 2.58% No change 9 $5.7M
Weil Company, Inc. 2.27% No change 9 $5.7M
Walter & Keenan Wealth Management LLC /in/ 1.87% No change 9 $5.7M
Birinyi Associates Inc. 1.86% No change 9 $5.7M
Louisbourg Investments Inc. 1.59% No change 9 $5.7M
Sanders Morris Harris LLC 1.05% No change 9 $5.7M
Aviance Capital Partners, LLC 0.85% No change 9 $5.7M
Nations Financial Group Inc, /Ia/ 0.48% No change 9 $5.7M
Country Club Bank 0.40% No change 9 $5.7M
Mogy Joel R Investment Counsel Inc. 0.39% No change 9 $5.7M
Compass Capital Management, Inc. 0.37% Add +12.5% 9 $5.7M
Argent Trust Co 0.26% No change 9 $5.7M
Klingenstein Fields & Co. LP 0.24% Reduce -10.0% 9 $5.7M
Clifford Swan Investment Counsel LLC 0.21% No change 9 $5.7M
Moneta Group Investment Advisors LLC 0.09% Reduce -10.0% 9 $5.7M
Steward Partners Investment Advisory, LLC 0.06% Reduce -10.0% 9 $5.7M
JTC Employer Solutions Trustee Ltd 0.36% No change 9 $5.7M
Van Hulzen Asset Management, LLC 0.34% No change 8 $5.1M
South Dakota Investment Council 0.11% No change 8 $5.1M
BI Asset Management Fondsmaeglerselskab A/S 0.10% Add +14.3% 8 $5.1M
Investidor Profissional Gestao de Recursos Ltda. 3.75% New 8 $5.1M
Sittner & Nelson, LLC 2.56% No change 8 $5.1M
SRH Advisors, LLC 1.61% No change 8 $5.1M
Northstar Group, Inc. 1.04% No change 8 $5.1M
Caldwell Trust Co 0.59% No change 8 $5.1M
Sage Mountain Advisors LLC 0.53% Reduce -11.1% 8 $5.1M
Beese Fulmer Investment Management, Inc. 0.48% No change 8 $5.1M
Essex Financial Services, Inc. 0.47% No change 8 $5.1M
Oxford Financial Group, LTD. LLC 0.35% Reduce -33.3% 8 $5.1M
Equitable Trust Co. 0.35% No change 8 $5.1M
PFG Investments, LLC 0.31% New 8 $5.1M
Nicholas Hoffman & Company, LLC. 0.26% No change 8 $5.1M
U.S. Capital Wealth Advisors, LLC 0.20% Reduce -20.0% 8 $5.1M
Beck Mack & Oliver LLC 0.10% No change 8 $5.1M
Bradley Foster & Sargent Inc. 0.09% No change 8 $5.1M
Stephens Inc. 0.08% No change 8 $5.1M
Avantax Advisory Services, Inc. 0.05% Reduce -11.1% 8 $5.1M
Chevy Chase Trust Holdings, LLC 0.02% Add +33.3% 8 $5.1M
Calydon Capital 0.94% No change 8 $5.0M
Durante & Waters, LLC 4.06% No change 7 $4.4M
Security National Bank of Sioux City Iowa 3.13% No change 7 $4.4M
Karpas Strategies, LLC 1.38% No change 7 $4.4M
Iowa State Bank 0.98% No change 7 $4.4M
SOA Wealth Advisors, LLC. 0.92% No change 7 $4.4M
Dimension Capital Management LLC 0.89% No change 7 $4.4M
Mraz, Amerine & Associates, Inc. 0.84% No change 7 $4.4M
Parthenon LLC 0.56% No change 7 $4.4M
Intrust Bank NA 0.48% No change 7 $4.4M
Transcend Capital Advisors, LLC 0.36% No change 7 $4.4M
Principle Wealth Partners LLC 0.35% No change 7 $4.4M
Aureus Asset Management, LLC 0.30% No change 7 $4.4M
Main Street Research LLC 0.30% Add +40.0% 7 $4.4M
Caprock Group, LLC 0.25% No change 7 $4.4M
Arvest Trust Co. N A 0.25% No change 7 $4.4M
Robertson Stephens Wealth Management, LLC 0.24% Add +6733.3% 205 $4.4M
Bragg Financial Advisors, Inc 0.20% No change 7 $4.4M
Giverny Capital 0.18% No change 7 $4.4M
Brighton Jones LLC 0.16% No change 7 $4.4M
Summit Trail Advisors, LLC 0.12% Add +40.0% 7 $4.4M
Magnetar Financial LLC 0.12% Reduce -12.5% 7 $4.4M
Old National Bancorp 0.11% No change 7 $4.4M
Oppenheimer & Co. Inc. 0.07% No change 7 $4.4M
Tocqueville Asset Management L.P. 0.07% No change 7 $4.4M
Atria Wealth Solutions, Inc. 0.05% No change 7 $4.4M
MAI Capital Management 0.05% No change 7 $4.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.45% No change 7 $4.4M
HighPoint Advisor Group LLC 0.31% Add +16.7% 7 $4.3M
Barlow Wealth Partners, LLC 0.58% No change 7 $4.3M
BNP Paribas 0.18% — 6 $3.8M
Beaton Management Co. Inc. 2.07% No change 6 $3.8M
Westwood Holdings Group Inc. 0.03% No change 6 $3.8M
Cwm, LLC 0.02% No change 6 $3.8M
RMR Capital Management, LLC 3.79% No change 6 $3.8M
English Capital Management LLC 3.00% No change 6 $3.8M
Epacria Capital Partners, LLC 2.78% No change 6 $3.8M
Avondale Wealth Management 2.67% No change 6 $3.8M
Murphy, Middleton, Hinkle & Parker, Inc. 2.22% No change 6 $3.8M
KP Management LLC 1.63% No change 6 $3.8M
Cadent Capital Advisors, LLC 1.52% No change 6 $3.8M
Roberts Glore & Co. Inc. 1.14% No change 6 $3.8M
Coastal Bridge Advisors, LLC 0.88% No change 6 $3.8M
Northside Capital Management, LLC 0.68% No change 6 $3.8M
Aaron Wealth Advisors LLC 0.55% New 6 $3.8M
Cardiff Park Advisors, LLC 0.36% No change 6 $3.8M
Avenir Corp. 0.33% No change 6 $3.8M
Schaper Benz & Wise Investment Counsel Inc. 0.32% No change 6 $3.8M
Blackhill Capital Inc. 0.22% No change 6 $3.8M
First Foundation Advisors 0.15% No change 6 $3.8M
Independent Advisor Alliance 0.14% Reduce -14.3% 6 $3.8M
Ameritas Investment Partners, Inc. 0.13% No change 6 $3.8M
Prospera Financial Services Inc 0.11% No change 6 $3.8M
Connectus Wealth, LLC 0.10% Add +50.0% 6 $3.8M
Parallel Advisors, LLC 0.10% Add +20.0% 6 $3.8M
Ferguson Wellman Capital Management, Inc. 0.08% No change 6 $3.8M
Ballentine Partners, LLC 0.07% No change 6 $3.8M
CW Advisors, LLC 0.07% No change 6 $3.8M
Lincoln National Corp. 0.06% No change 6 $3.8M
Mairs & Power Inc. 0.04% No change 6 $3.8M
National Bank of Canada 0.01% No change 6 $3.7M
Cascade Financial Partners, LLC 0.53% — 6 $3.6M
Canvas Wealth Advisors, LLC 1.21% No change 6 $3.6M
Absolute Capital Management, LLC 2.02% New 5 $3.2M
Capricorn Fund Managers Ltd 1.91% No change 5 $3.2M
Bond & Devick Financial Network, Inc. 1.72% No change 5 $3.2M
Zullo Investment Group, Inc. 1.49% No change 5 $3.2M
Valley Forge Investment Consultants Inc. Adv 1.24% No change 5 $3.2M
Total Clarity Wealth Management, Inc. 1.10% New 5 $3.2M
Hilltop National Bank 1.08% — 5 $3.2M
Schwarz Dygos Wheeler Investment Advisors LLC 0.90% No change 5 $3.2M
Realta Investment Advisors 0.65% No change 5 $3.2M
First National Bank & Trust Co. of Newtown 0.64% No change 5 $3.2M
Rbo & Co. LLC 0.53% No change 5 $3.2M
Foundation Resource Management Inc. 0.50% No change 5 $3.2M
American National Bank & Trust 0.42% No change 5 $3.2M
Pine Ridge Advisers LLC 0.37% No change 5 $3.2M
Amplius Wealth Advisors, LLC 0.36% No change 5 $3.2M
Narwhal Capital Management 0.31% No change 5 $3.2M
Foster Dykema Cabot & Partners, LLC 0.30% No change 5 $3.2M
Jacobi Capital Management LLC 0.29% No change 5 $3.2M
Hills Bank & Trust Co 0.27% No change 5 $3.2M
NBT Bank, N.A. 0.23% No change 5 $3.2M
First Interstate Bank 0.22% No change 5 $3.2M
Osterweis Capital Management Inc. 0.21% No change 5 $3.2M
McKinley Carter Wealth Services, Inc. 0.21% No change 5 $3.2M
Gratus Capital, LLC 0.15% No change 5 $3.2M
WASHINGTON TRUST Co 0.12% No change 5 $3.2M
Mutual Advisors, LLC 0.10% No change 5 $3.2M
Evoke Wealth, LLC 0.09% Add +400.0% 5 $3.2M
Prio Wealth Limited Partnership 0.09% No change 5 $3.2M
Atria Investments, Inc 0.04% No change 5 $3.2M
Confluence Investment Management LLC 0.04% No change 5 $3.2M
Vontobel Holding Ltd. 0.03% No change 5 $3.2M
Fiera Capital Corp 0.01% No change 5 $3.2M
Jane Street Group, LLC 0.00% Reduce -37.5% 5 $3.2M
Creative Planning 0.00% No change 5 $3.2M
Citadel Advisors 0.00% New 5 $3.2M
Invesco Ltd. 0.00% New 5 $3.2M
Am Investment Strategies LLC 0.81% Reduce -16.7% 5 $3.2M
Sentinel Trust Co. Lba 0.41% No change 5 $3.2M
Meritage Portfolio Management 0.20% No change 5 $3.2M
Advisors Capital Management, LLC 0.06% No change 5 $3.2M
Benjamin F. Edwards & Company, Inc. 0.06% No change 5 $3.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 5 $3.1M
University of Maryland Foundation, Inc. 2.44% No change 4 $2.5M
RK Asset Management, LLC 2.07% No change 4 $2.5M
Ulland Investment Advisors, LLC 2.05% No change 4 $2.5M
Mosaic Financial Group, LLC 2.03% — 4 $2.5M
Santa Monica Partners LP 1.75% No change 4 $2.5M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.29% New 4 $2.5M
Muirfield Wealth Advisors LLC 2.45% No change 4 $2.5M
Kennon-Green & Company, LLC 2.37% No change 4 $2.5M
Helios Capital Management Pte. Ltd. 1.78% No change 4 $2.5M
Black Diamond Capital Management, L.L.C. 1.67% No change 4 $2.5M
Allie Family Office LLC 1.49% Reduce -20.0% 4 $2.5M
Fortress Wealth Management, Inc. 1.31% No change 4 $2.5M
Lumbard & Kellner, LLC 1.23% No change 4 $2.5M
Gibraltar Capital Management, Inc. 1.18% No change 4 $2.5M
Bourne Lent Asset Management Inc. 1.02% No change 4 $2.5M
East Coast Asset Management, LLC. 0.93% No change 4 $2.5M
Advus Financial Partners, LLC 0.78% No change 4 $2.5M
Turim 21 Investimentos Ltda. 0.65% No change 4 $2.5M
M&R Capital Management Inc. 0.62% No change 4 $2.5M
Beverly Hills Private Wealth, LLC 0.59% Add +33.3% 4 $2.5M
CHICAGO TRUST Co NA 0.53% No change 4 $2.5M
Manitou Investment Management Ltd. 0.51% No change 4 $2.5M
Inscription Capital, LLC 0.42% New 4 $2.5M
World Investment Advisors 0.36% No change 4 $2.5M
Hendershot Investments Inc. 0.36% No change 4 $2.5M
Heritage Trust Co 0.34% No change 6 $2.5M
Baxter Bros Inc. 0.33% No change 4 $2.5M
Johnson Financial Group, LLC 0.32% No change 4 $2.5M
Atom Investors LP 0.32% Reduce -20.0% 4 $2.5M
Coastline Trust Co 0.31% No change 4 $2.5M
FourThought Financial Partners, LLC 0.29% No change 4 $2.5M
Marks Group Wealth Management, Inc 0.27% No change 4 $2.5M
CORDA Investment Management, LLC. 0.20% No change 4 $2.5M
North Star Investment Management Corp. 0.18% No change 4 $2.5M
Parsons Capital Management Inc. 0.17% No change 4 $2.5M
Venturi Wealth Management, LLC 0.16% No change 4 $2.5M
Gladstone Institutional Advisory LLC 0.14% Add +33.3% 4 $2.5M
Florida Trust Wealth Management Co 0.09% No change 4 $2.5M
NorthCrest Asset Manangement, LLC 0.09% No change 4 $2.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% No change 4 $2.5M
Palisade Capital Management, LP 0.08% Reduce -50.0% 4 $2.5M
Kestra Private Wealth Services, LLC 0.06% No change 4 $2.5M
Crawford Investment Counsel Inc. 0.05% No change 4 $2.5M
Sequoia Financial Advisors, LLC 0.03% No change 4 $2.5M
EP Wealth Advisors, LLC 0.03% No change 4 $2.5M
Yousif Capital Management, LLC 0.03% No change 4 $2.5M
United Capital Financial Advisors, LLC 0.02% No change 4 $2.5M
Schonfeld Strategic Advisors LLC 0.02% Add +300.0% 4 $2.5M
Epoch Investment Partners, Inc. 0.01% No change 4 $2.5M
Aristotle Capital Management, LLC 0.00% No change 4 $2.5M
Dodge & Cox 0.00% No change 4 $2.5M
Banque Cantonale Vaudoise 0.10% No change 4 $2.5M
Financial Management Network Inc. 0.63% No change 4 $2.5M
SpiderRock Advisors, LLC 0.08% — 4 $2.5M
Bright Financial Advisors, Inc. 1.81% — 4 $2.4M
Vista Capital Partners, Inc. 0.29% Add +29.9% 5,528 $2.3M
Lewis Asset Management, LLC 1.57% No change 3 $1.9M
Exchange Bank 1.56% No change 3 $1.9M
Fourpath Capital Management, LLC 1.32% No change 3 $1.9M
Armstrong, Fleming & Moore, Inc 1.32% No change 3 $1.9M
Eagle Bay Advisors LLC 1.20% No change 3 $1.9M
Wealth Advisors of Iowa, LLC 1.16% No change 3 $1.9M
Melone Private Wealth, LLC 1.14% No change 3 $1.9M
Chelsea Counsel Co. 1.08% No change 3 $1.9M
Fortitude Advisory Group L.L.C. 1.08% New 3 $1.9M
Maltin Wealth Management, Inc. 1.07% No change 3 $1.9M
Independent Family Office, LLC 1.02% No change 3 $1.9M
Pinion Investment Advisors, LLC 0.99% New 3 $1.9M
Hurlow Wealth Management Group, Inc. 0.67% No change 3 $1.9M
Allegheny Financial Group 0.59% Reduce -25.0% 3 $1.9M
Childress Capital Advisors, LLC 0.55% No change 3 $1.9M
Bank of New Hampshire 0.50% No change 3 $1.9M
HFR Wealth Management, LLC 0.48% Add +9900.0% 300 $1.9M
Edmonds Duncan Registered Investment Advisors, LLC 0.48% No change 3 $1.9M
Fort Sheridan Advisors LLC 0.36% No change 3 $1.9M
Knollwood Investment Advisory, LLC 0.34% No change 3 $1.9M
Gryphon Financial Partners LLC 0.32% No change 3 $1.9M
Parkside Financial Bank & Trust 0.31% New 3 $1.9M
Middleton & Co. Inc. 0.22% No change 3 $1.9M
Kingswood Wealth Advisors, LLC 0.22% Reduce -40.0% 3 $1.9M
MV Capital Management, Inc. 0.22% No change 3 $1.9M
Webster Bank, N. A. 0.21% No change 3 $1.9M
Plante Moran Financial Advisors, LLC 0.20% No change 3 $1.9M
Edgemoor Investment Advisors, Inc. 0.18% No change 3 $1.9M
BTC Capital Management, Inc. 0.17% — 3 $1.9M
FAS Wealth Partners, Inc. 0.17% No change 3 $1.9M
Americana Partners, LLC 0.16% No change 3 $1.9M
Cyndeo Wealth Partners, LLC 0.16% No change 3 $1.9M
Zhang Financial LLC 0.14% No change 3 $1.9M
Daymark Wealth Partners, LLC 0.10% No change 3 $1.9M
Boston Financial Mangement LLC 0.06% No change 3 $1.9M
Associated Banc-Corp 0.06% No change 3 $1.9M
Chicago Capital, LLC 0.06% No change 3 $1.9M
AlTi Global, Inc. 0.05% Reduce -25.0% 3 $1.9M
Capital Investment Advisors, LLC 0.04% No change 3 $1.9M
Stratos Wealth Partners, LTD. 0.03% No change 3 $1.9M
Erste Asset Management GmbH 0.03% No change 3 $1.9M
Synovus Financial Corp. 0.02% No change 3 $1.9M
Johnson Investment Counsel Inc. 0.02% No change 3 $1.9M
Boston Trust Walden Corp 0.01% No change 3 $1.9M
Flossbach Von Storch SE 0.01% Reduce -25.0% 3 $1.9M
Edgewood Management LLC 0.01% No change 3 $1.9M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3 $1.9M
Prudential Financial Inc. 0.00% No change 3 $1.9M
Millennium Management 0.00% Reduce -57.1% 3 $1.9M
Dimensional Fund Advisors LP 0.00% No change 3 $1.9M
Asset Allocation & Management Company, LLC 1.25% No change 3 $1.9M
First PREMIER Bank 0.50% No change 3 $1.9M
Boston Family Office LLC 0.14% No change 3 $1.9M
Berkshire Asset Management LLC 0.10% No change 3 $1.9M
Boston Common Asset Management, LLC 0.05% No change 3 $1.9M
SG Americas Securities, LLC 0.01% No change 3 $1.9M
Acadian Asset Management LLC 0.01% No change 3 $1.9M
Hoese & Co LLP 1.69% No change 3 $1.8M
EverSource Wealth Advisors, LLC 0.14% No change 3 $1.8M
Beach Investment Counsel Inc. 0.20% No change 3 $1.6M
Williams & Novak, LLC 1.85% No change 3 $1.6M
Merit Financial Group, LLC 0.04% No change 3 $1.5M
Boothe Investment Group, Inc. 0.64% No change 2 $1.3M
Thomas Story & Son LLC 0.54% No change 2 $1.3M
Long Road Investment Counsel, LLC 0.53% No change 2 $1.3M
Bollard Group LLC 0.04% No change 2 $1.3M
Landmark Wealth Management, Inc. 13.06% No change 2 $1.3M
Wiser Advisor Group LLC 1.99% No change 2 $1.3M
NorthLanding Financial Partners, LLC 1.38% No change 2 $1.3M
Aldebaran Capital, LLC 1.21% No change 2 $1.3M
Financial Alternatives, Inc 0.98% No change 2 $1.3M
Stephenson & Company, Inc. 0.93% No change 2 $1.3M
F/m Investments LLC 0.86% No change 2 $1.3M
Tranquilli Financial Advisor LLC 0.85% No change 2 $1.3M
Eschler Asset Management LLP 0.82% No change 2 $1.3M
Brooks, Moore & Associates, Inc. 0.81% No change 2 $1.3M
Permit Capital, LLC 0.81% No change 2 $1.3M
Intelligent Financial Strategies 0.79% No change 2 $1.3M
Lagoda Investment Management, L.P. 0.78% No change 2 $1.3M
Bryant Woods Investment Advisors, LLC 0.75% No change 2 $1.3M
Bantamac Capital, LLC 0.72% No change 2 $1.3M
Wealth Quarterback LLC 0.71% Add +100.0% 2 $1.3M
StrongBox Wealth, LLC 0.67% No change 2 $1.3M
Wimmer Associates 1, LLC 0.67% No change 2 $1.3M
Creative Capital Management Investments LLC 0.66% No change 2 $1.3M
Omnia Family Wealth, LLC 0.59% No change 2 $1.3M
Clayton Financial Group LLC 0.58% New 2 $1.3M
Kaye Capital Management 0.55% No change 2 $1.3M
Seneca House Advisors 0.55% No change 2 $1.3M
Benson Investment Management Company, Inc. 0.54% Reduce -50.0% 2 $1.3M
Excalibur Management Corp. 0.54% No change 2 $1.3M
Snider Financial Group 0.53% No change 2 $1.3M
Jackson, Grant Investment Advisers, Inc. 0.52% No change 2 $1.3M
Highline Wealth Partners LLC 0.52% No change 2 $1.3M
Bill Few Associates, Inc. 0.51% No change 2 $1.3M
Centurion Wealth Management LLC 0.50% No change 2 $1.3M
Seven Springs Wealth Group, LLC 0.50% No change 2 $1.3M
Flagstone Financial Management 0.49% No change 2 $1.3M
Abound Wealth Management 0.48% Reduce -33.3% 2 $1.3M
S.E.E.D. Planning Group LLC 0.46% No change 2 $1.3M
Family Legacy, Inc. 0.46% No change 2 $1.3M
Summit Financial Group, Inc. 0.45% No change 2 $1.3M
Regimen Wealth, LLC 0.44% No change 2 $1.3M
First International Bank & Trust 0.44% No change 2 $1.3M
WealthBridge Capital Management, LLC 0.43% No change 2 $1.3M
Carr Financial Group Corp 0.42% No change 2 $1.3M
WR Wealth Planners, LLC 0.39% No change 2 $1.3M
Cornerstone Wealth Advisors, Inc. 0.39% No change 2 $1.3M
New Capital Management LP 0.38% No change 2 $1.3M
Harvey Capital Management Inc. 0.37% No change 2 $1.3M
Fernwood Investment Management, LLC 0.37% No change 2 $1.3M
True North Advisors, LLC 0.35% New 2 $1.3M
Clearstead Trust, LLC 0.33% No change 2 $1.3M
Key Financial Inc 0.32% No change 2 $1.3M
Regent Peak Wealth Advisors LLC 0.32% No change 2 $1.3M
Northwest Investment Counselors, LLC 0.31% No change 2 $1.3M
Herold Advisors, Inc. 0.31% No change 2 $1.3M
Allied Investment Advisors, LLC 0.31% No change 2 $1.3M
Oarsman Capital, Inc. 0.30% No change 2 $1.3M
Sage Rhino Capital LLC 0.30% No change 2 $1.3M
Sachem Hill LLC 0.30% No change 2 $1.3M
Wealth Alliance Advisory Group, LLC 0.29% No change 2 $1.3M
Sargent Investment Group, LLC 0.28% Reduce -50.0% 2 $1.3M
CRA Financial Services, LLC 0.28% No change 2 $1.3M
IAG Wealth Partners, LLC 0.27% No change 2 $1.3M
Citizens Business Bank 0.26% No change 2 $1.3M
Kelman-Lazarov, Inc. 0.25% No change 2 $1.3M
Evolution Wealth Advisors, LLC 0.24% Add +100.0% 2 $1.3M
Cardinal Point Capital Management ULC 0.24% No change 2 $1.3M
Wellington Shields Capital Management, LLC 0.24% No change 2 $1.3M
Premier Path Wealth Partners, LLC 0.24% No change 2 $1.3M
DORCHESTER WEALTH MANAGEMENT Co 0.23% No change 2 $1.3M
Ironwood Investment Counsel, LLC 0.22% No change 2 $1.3M
Parker Investment Management, LLC 0.22% No change 2 $1.3M
Cadinha & Co. LLC 0.22% No change 2 $1.3M
Trust Co. of Toledo NA 0.20% No change 2 $1.3M
Canandaigua National Bank & Trust Co. 0.19% No change 2 $1.3M
Portland Global Advisors LLC 0.17% No change 2 $1.3M
Grey Street Capital, LLC 0.17% No change 2 $1.3M
Biglari Capital Corp. 0.17% No change 2 $1.3M
Harbour Trust & Investment Management Co 0.16% No change 2 $1.3M
Manchester Capital Management LLC 0.16% No change 2 $1.3M
Keeley-Teton Advisors, LLC 0.16% No change 2 $1.3M
MainStreet Investment Advisors LLC 0.15% New 2 $1.3M
Quent Capital, LLC 0.15% No change 2 $1.3M
CapWealth Advisors, LLC 0.14% No change 2 $1.3M
Sheets Smith Wealth Management 0.14% No change 2 $1.3M
Sound View Wealth Advisors Group, LLC 0.14% No change 2 $1.3M
Penobscot Investment Management Company, Inc. 0.13% No change 2 $1.3M
Harbor Investment Advisory, LLC 0.13% No change 2 $1.3M
Brandywine Oak Private Wealth LLC 0.13% No change 2 $1.3M
KMG Fiduciary Partners, LLC 0.13% No change 2 $1.3M
XML Financial, LLC 0.13% No change 2 $1.3M
Taurus Asset Management, LLC 0.13% No change 2 $1.3M
Schwerin Boyle Capital Management Inc. 0.13% No change 2 $1.3M
TCV Trust & Wealth Management, Inc. 0.12% No change 2 $1.3M
Rational Advisors, Inc. 0.12% New 2 $1.3M
Girard Partners LTD. 0.12% No change 2 $1.3M
ProVise Management Group, LLC 0.11% No change 2 $1.3M
Thomasville National Bank 0.10% No change 2 $1.3M
BBR Partners, LLC 0.10% No change 2 $1.3M
Rothschild Investment LLC 0.09% No change 2 $1.3M
Graypoint LLC 0.09% No change 2 $1.3M
GM Advisory Group, LLC 0.09% No change 2 $1.3M
Flagship Harbor Advisors, LLC 0.08% No change 2 $1.3M
Stratos Wealth Advisors, LLC 0.08% No change 2 $1.3M
Sabal Trust CO 0.07% No change 2 $1.3M
Ashton Thomas Private Wealth, LLC 0.07% No change 2 $1.3M
Bryn Mawr Trust Advisors, LLC 0.07% No change 2 $1.3M
J.W. Cole Advisors, Inc. 0.06% Reduce -33.3% 2 $1.3M
Hirtle & Co., LLC 0.06% No change 2 $1.3M
Waldron Private Wealth LLC 0.06% Add +100.0% 2 $1.3M
First National Trust Co 0.05% No change 2 $1.3M
IHT Wealth Management, LLC 0.05% No change 2 $1.3M
Schwartz Investment Counsel Inc. 0.05% No change 2 $1.3M
Busey Bank 0.04% Add +100.0% 2 $1.3M
Ritholtz Wealth Management 0.04% No change 2 $1.3M
Dynamic Advisor Solutions LLC 0.04% Reduce -60.0% 2 $1.3M
Wealthcare Advisory Partners LLC 0.04% No change 2 $1.3M
First Horizon Advisors, Inc. 0.04% No change 2 $1.3M
Diversified Trust Co. 0.04% No change 2 $1.3M
Scharf Investments, LLC 0.03% No change 2 $1.3M
First Financial Bankshares Inc 0.03% No change 2 $1.3M
Meitav Investment House Ltd. 0.02% No change 2 $1.3M
Spire Wealth Management 0.02% Reduce -83.3% 2 $1.3M
Credit Agricole S A 0.02% No change 2 $1.3M
Rothschild & Co Wealth Management UK Ltd 0.02% No change 2 $1.3M
Pinnacle Associates Ltd. 0.02% No change 2 $1.3M
Blue Trust, Inc. 0.02% No change 2 $1.3M
Savant Capital, LLC 0.01% No change 2 $1.3M
Beacon Pointe Advisors, LLC 0.01% No change 2 $1.3M
Banque Pictet & Cie SA 0.01% No change 2 $1.3M
JARISLOWSKY, FRASER Ltd 0.01% No change 2 $1.3M
Nomura Asset Management Co. Ltd. 0.00% No change 2 $1.3M
Farther Finance Advisors, LLC 0.08% Reduce -33.3% 2 $1.3M
Fiduciary Group, LLC 0.14% No change 2 $1.3M
Harvest Fund Management Co., Ltd 0.11% No change 2 $1.3M
Harbour Capital Advisors, LLC 0.31% No change 2 $1.3M
Scott Capital Advisors, LLC 0.38% No change 2 $1.3M
DekaBank Deutsche Girozentrale 0.00% No change 2 $1.3M
Clearstead Advisors, LLC 0.06% No change 2 $1.2M
Phillips Wealth Planners LLC 1.38% No change 2 $1.2M
Evergreen Wealth Management, LLC 0.72% No change 2 $1.1M
First National Bank of Omaha 0.05% Reduce -66.7% 1 $798K
Davide Leone & Partners Investment Co Ltd. 0.96% No change 1 $634K
Cypress Capital Management LLC (WY) 0.69% No change 1 $634K
Farley Capital L.P. 0.60% No change 1 $634K
Copperleaf Capital, LLC 0.55% No change 1 $634K
Terra Nova Asset Management LLC 0.51% No change 1 $634K
American Institute for Advanced Investment Management, LLP 0.50% No change 1 $634K
Riverview Trust Co 0.49% No change 1 $634K
Seven Mile Advisory 0.48% No change 1 $634K
Novak & Powell Financial Services, Inc. 0.47% No change 1 $634K
Advantage Trust Co 0.47% No change 1 $634K
Councilmark Asset Management, LLC 0.46% — 1 $634K
Kampmann Melissa S. 0.46% No change 1 $634K
Triton Financial Group Inc 0.45% No change 1 $634K
Lantern Wealth Advisors, LLC 0.45% No change 1 $634K
FF Advisors,LLC 0.44% No change 1 $634K
Kapstone Financial Advisors LLC 0.43% No change 1 $634K
Matrix Private Capital Group LLC 0.43% No change 1 $634K
Objective Capital Management, LLC 0.43% No change 1 $634K
Fortis Advisors, LLC 0.42% No change 1 $634K
Regency Capital Management Inc.\DE 0.40% No change 1 $634K
CoreFirst Bank & Trust 0.40% No change 1 $634K
MN Wealth Advisors, LLC 0.39% No change 1 $634K
Arcadia Wealth Management, LLC 0.39% No change 1 $634K
Security National Bank of So Dak 0.38% No change 1 $634K
Capital Wealth Alliance, LLC 0.38% No change 1 $634K
Treynor Bancshares, Inc. 0.37% No change 1 $634K
Tandem Capital Management Corp. 0.36% No change 1 $634K
5th Street Advisors, LLC 0.36% No change 1 $634K
AAF Wealth Management, LLC 0.36% No change 1 $634K
Legal Advantage Investments, Inc. 0.35% No change 1 $634K
Verity Asset Management, Inc. 0.35% New 1 $634K
Iat Reinsurance Co. LTD. 0.32% No change 1 $634K
Pavion Blue Capital, LLC 0.31% Reduce -50.0% 1 $634K
Hall Capital Management Co. Inc. 0.31% No change 1 $634K
Autumn Glory Partners, LLC 0.31% No change 1 $634K
Caldwell Sutter Capital, Inc. 0.31% No change 1 $634K
Kercheville Advisors, LLC 0.30% No change 1 $634K
Hyperion Capital Advisors LP 0.30% No change 1 $634K
Mma Asset Management LLC 0.30% No change 1 $634K
Congress Park Capital LLC 0.28% No change 1 $634K
Hanover Advisors Inc. 0.27% No change 1 $634K
jvl associates llc 0.26% No change 1 $634K
Colton Groome Financial Advisors, LLC 0.26% No change 1 $634K
Nia Impact Advisors, LLC 0.25% — 1 $634K
Vance Wealth, LLC 0.25% No change 1 $634K
Murphy Pohlad Asset Management LLC 0.25% No change 1 $634K
360 Financial, Inc. 0.25% No change 1 $634K
Jeppson Wealth Management, LLC 0.25% No change 1 $634K
Westend Capital Management, LLC 0.25% — 1 $634K
Gitterman Wealth Management, LLC 0.25% No change 1 $634K
Oak Family Advisors, LLC 0.24% No change 1 $634K
Parisi Gray Wealth Management 0.24% No change 1 $634K
Atlas Brown,Inc. 0.23% No change 1 $634K
Madrona Financial Services, LLC 0.22% No change 1 $634K
Wealthstar Advisors, LLC 0.22% No change 1 $634K
Triune Financial Partners, LLC 0.22% No change 1 $634K
Steamboat Capital Partners, LLC 0.22% No change 1 $634K
Vista Investment Partners LLC 0.22% No change 1 $634K
Enterprise Bank & Trust Co 0.22% No change 1 $634K
D.B. Root & Company, LLC 0.21% No change 1 $634K
Barry Investment Advisors, LLC 0.21% No change 1 $634K
Annapolis Financial Services, LLC 0.21% No change 1 $634K
Brady Family Wealth, LLC 0.21% No change 1 $634K
Court Place Advisors, LLC 0.20% Reduce -75.0% 1 $634K
Rappaport Reiches Capital Management, LLC 0.20% No change 1 $634K
Timber Creek Capital Management LLC 0.20% No change 1 $634K
Lorne Steinberg Wealth Management Inc. 0.20% No change 1 $634K
Clare Market Investments LLC 0.20% No change 1 $634K
KFA Private Wealth Group, LLC 0.20% No change 1 $634K
Source Financial Advisors LLC 0.19% No change 1 $634K
Builder Investment Group Inc. 0.18% No change 1 $634K
Financial Insights, Inc. 0.18% No change 1 $634K
Milestone Asset Management, LLC 0.18% No change 1 $634K
Versant Capital Management, Inc 0.18% No change 1 $634K
Noble Family Wealth, LLC 0.18% No change 1 $634K
Aspen Grove Capital, LLC 0.18% No change 1 $634K
Whalerock Point Partners, LLC 0.18% No change 1 $634K
Monarch Capital Management Inc. 0.18% No change 1 $634K
Integrated Investment Consultants, LLC 0.17% No change 1 $634K
Nvwm, LLC 0.17% No change 1 $634K
Chemistry Wealth Management LLC 0.17% No change 1 $634K
JFG Wealth Management, LLC 0.17% No change 1 $634K
United American Securities Inc. (d/b/a UAS Asset Management) 0.17% No change 1 $634K
Encompass Wealth Advisors, LLC 0.17% No change 1 $634K
Woodard & Co. Asset Management Group Inc. 0.17% No change 1 $634K
Plimoth Trust Co. LLC 0.17% No change 1 $634K
Concentric Wealth Management, LLC 0.17% No change 1 $634K
SC&H Financial Advisors, Inc. 0.17% No change 1 $634K
GFG Capital, LLC 0.16% No change 1 $634K
Black Swift Group, LLC 0.16% No change 1 $634K
Cranbrook Wealth Management, LLC 0.16% No change 1 $634K
High Falls Advisors, Inc 0.16% New 1 $634K
Mitchell Sinkler & Starr 0.16% New 1 $634K
Cutter & CO Brokerage, Inc. 0.16% No change 1 $634K
Shorepoint Capital Partners LLC 0.16% No change 1 $634K
Seven Post Investment Office LP 0.15% No change 1 $634K
Secure Asset Management, LLC 0.15% No change 1 $634K
Perkins Coie Trust Co 0.15% No change 1 $634K
Hall Kathryn A. 0.15% No change 1 $634K
Quadcap Wealth Management, LLC 0.14% New 1 $634K
Regatta Capital Group, LLC 0.14% No change 1 $634K
Heron Bay Capital Management 0.13% No change 1 $634K
Schnieders Capital Management LLC 0.13% No change 1 $634K
First Bank & Trust 0.13% No change 1 $634K
Fiducient Advisors LLC 0.13% New 1 $634K
Headinvest, LLC 0.12% No change 1 $634K
Twin Focus Capital Partners, LLC 0.12% No change 1 $634K
Acorn Financial Advisory Services Inc. 0.12% No change 1 $634K
Founders Capital Management, LLC 0.12% No change 1 $634K
Amarillo National Bank 0.12% No change 1 $634K
Kavar Capital Partners Group, LLC 0.12% Reduce -50.0% 1 $634K
Harbor Advisors LLC 0.12% No change 1 $634K
Concord Wealth Partners 0.11% Reduce -50.0% 1 $634K
Financial Advisory Group 0.11% No change 1 $634K
Cohen Capital Management, Inc. 0.11% No change 1 $634K
Relyea Zuckerberg Hanson LLC 0.11% No change 1 $634K
Archford Capital Strategies, LLC 0.11% No change 1 $634K
Mayflower Financial Advisors, LLC 0.11% No change 1 $634K
Mosaic Family Wealth Partners, LLC 0.10% No change 1 $634K
Formidable Asset Management, LLC 0.10% New 1 $634K
Financial Partners Group, Inc 0.10% No change 1 $634K
McIlrath & Eck, LLC 0.10% No change 1 $634K
Spirepoint Private Client, LLC 0.10% — 1 $634K
Night Owl Capital Management, LLC 0.10% No change 1 $634K
Fidelis Capital Partners, LLC 0.10% No change 1 $634K
City Holding Co. 0.10% No change 1 $634K
Insight Wealth Strategies, LLC 0.09% New 1 $634K
Arbor Investment Advisors, LLC 0.09% No change 1 $634K
JGP Wealth Management, LLC 0.09% No change 1 $634K
Greatmark Investment Partners, Inc. 0.09% No change 1 $634K
Oxbow Advisors, LLC 0.09% No change 1 $634K
Certified Advisory Corp 0.09% No change 1 $634K
Lake Street Private Wealth, LLC 0.09% No change 1 $634K
Wealth Alliance, LLC 0.08% No change 1 $634K
Means Investment Co., Inc. 0.08% No change 1 $634K
Strategic Investment Advisors / MI 0.08% No change 1 $634K
Waterloo Capital, L.P. 0.08% New 1 $634K
Nottingham Advisors, Inc. 0.08% No change 1 $634K
RMR Wealth Builders 0.08% No change 1 $634K
Cypress Capital Group 0.08% No change 1 $634K
United Bank 0.08% No change 1 $634K
TRUE Private Wealth Advisors 0.07% No change 1 $634K
Texas Capital Bank Wealth Management Services Inc 0.07% No change 1 $634K
Forbes J M & Co. LLP 0.07% No change 1 $634K
Capital Investment Advisory Services, LLC 0.07% No change 1 $634K
Smith, Moore & Co. 0.07% No change 1 $634K
Crescent Grove Advisors, LLC 0.07% No change 1 $634K
Cozad Asset Management Inc. 0.07% No change 1 $634K
Tower Bridge Advisors 0.07% No change 1 $634K
RVW Wealth, LLC 0.07% No change 1 $634K
Meeder Advisory Services, Inc. 0.06% No change 1 $634K
Ledyard National Bank 0.06% No change 1 $634K
Lindbrook Capital, LLC 0.06% No change 1 $634K
Galvin, Gaustad & Stein, LLC 0.06% No change 1 $634K
Icon Wealth Advisors, LLC 0.06% No change 1 $634K
Sfmg, LLC 0.05% No change 1 $634K
Beaumont Financial Advisors, LLC 0.05% No change 1 $634K
Cornerstone Wealth Management, LLC 0.05% No change 1 $634K
Trust Point Inc. 0.05% Reduce -50.0% 1 $634K
Arkadios Wealth Advisors 0.05% No change 1 $634K
Alerus Financial NA 0.05% No change 1 $634K
Baldwin Wealth Partners LLC 0.05% No change 1 $634K
Oakworth Capital, Inc. 0.05% No change 1 $634K
First Merchants Corp. 0.05% No change 1 $634K
Simmons Bank 0.05% Reduce -50.0% 1 $634K
Schechter Investment Advisors, LLC 0.05% No change 1 $634K
BOK Financial Private Wealth, Inc. 0.05% No change 1 $634K
Cadence Bank 0.05% No change 1 $634K
Courier Capital LLC 0.05% No change 1 $634K
Norris Perne & French LLP 0.05% No change 1 $634K
Klingman & Associates, LLC 0.05% No change 1 $634K
Willis Investment Counsel 0.04% No change 1 $634K
Dorsey & Whitney Trust CO LLC 0.04% No change 1 $634K
Lowe Brockenbrough & Co. Inc. 0.04% No change 1 $634K
Fairholme Capital Management 0.04% No change 1 $634K
Edgar Lomax Co. 0.04% No change 1 $634K
Alta Capital Management LLC/ 0.04% No change 1 $634K
Rice Hall James & Associates, LLC 0.04% No change 1 $634K
BLB&B Advisors, LLC 0.04% No change 1 $634K
Csenge Advisory Group 0.04% No change 1 $634K
Trust Co. of Vermont 0.04% New 1 $634K
Index Fund Advisors, Inc. 0.04% No change 1 $634K
Moors & Cabot, Inc. 0.03% No change 1 $634K
Johnson Financial Group, Inc. 0.03% No change 1 $634K
Avidian Wealth Enterprises, LLC 0.03% No change 1 $634K
Mgo One Seven LLC 0.03% No change 1 $634K
St Germain D J Co. Inc. 0.03% No change 1 $634K
CX Institutional 0.03% New 1 $634K
Laird Norton Wetherby Wealth Management, LLC 0.03% No change 1 $634K
First Western Trust Bank 0.03% No change 1 $634K
Cary Street Partners Investment Advisory LLC 0.03% No change 1 $634K
Donaldson Capital Management, LLC 0.03% No change 1 $634K
Pallas Capital Advisors LLC 0.03% No change 1 $634K
Wilmington Savings Fund Society, FSB 0.02% — 1 $634K
NorthRock Partners, LLC 0.02% No change 1 $634K
Burney Co./ 0.02% New 1 $634K
Pure Financial Advisors, LLC 0.02% No change 1 $634K
MassMutual Private Wealth & Trust, FSB 0.02% No change 1 $634K
Great Valley Advisor Group, Inc. 0.02% No change 1 $634K
Bleakley Financial Group, LLC 0.02% No change 1 $634K
Wilbanks Smith & Thomas Asset Management LLC 0.02% No change 1 $634K
Bailard, Inc. 0.02% No change 1 $634K
Engineers Gate Manager LP 0.02% New 1 $634K
Forvis Mazars Wealth Advisors, LLC 0.02% New 1 $634K
Composition Wealth, LLC 0.02% No change 1 $634K
Kingsview Wealth Management, LLC 0.02% No change 1 $634K
Dakota Wealth Management 0.02% No change 1 $634K
Simplicity Wealth,LLC 0.02% New 1 $634K
LGT Group Foundation 0.01% No change 1 $634K
Curi Capital, LLC 0.01% Reduce -83.3% 1 $634K
Steadfast Capital Management LP 0.01% No change 1 $634K
Advisory Services Network, LLC 0.01% No change 1 $634K
Flputnam Investment Management Co. 0.01% No change 1 $634K
Davis R M Inc. 0.01% No change 1 $634K
Horizon Kinetics Asset Management LLC 0.01% No change 1 $634K
Brookstone Capital Management 0.01% New 1 $634K
Clarkston Capital Partners, LLC 0.01% No change 1 $634K
Integrated Wealth Concepts LLC 0.01% No change 1 $634K
Welch & Forbes LLC 0.01% No change 1 $634K
Brandes Investment Partners, LP 0.01% No change 1 $634K
Orion Porfolio Solutions, LLC 0.01% No change 1 $634K
Orion Portfolio Solutions, LLC 0.01% No change 1 $634K
Capital Group Private Client Services, Inc. 0.01% No change 1 $634K
Great Lakes Advisors, LLC 0.01% No change 1 $634K
Fort Washington Investment Advisors Inc. 0.00% No change 1 $634K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 1 $634K
Los Angeles Capital Management LLC 0.00% No change 1 $634K
Assetmark, Inc. 0.00% New 1 $634K
Baron Capital (BAMCO) 0.00% No change 1 $634K
Mitsubishi UFJ Trust & Banking Corp 0.00% No change 1 $634K
Jones Financial Companies LLLP 0.00% New 1 $634K
Schroder Investment Management Group 0.00% No change 1 $634K
Federation des caisses Desjardins du Quebec 0.00% No change 1 $634K
International Assets Investment Management, LLC 0.07% Reduce -50.0% 1 $634K
Bokf, NA 0.01% No change 1 $634K
Trust Co of Kansas 0.35% No change 1 $634K
First Dallas Securities Inc. 0.29% No change 1 $634K
Stonebridge Capital Management Inc. 0.28% No change 1 $634K
Hendley & Co. Inc. 0.23% No change 1 $634K
Shikiar Asset Management Inc. 0.20% No change 1 $634K
Sierra Capital LLC 0.08% No change 1 $634K
Capital Advisors, Ltd. LLC 0.08% No change 1 $634K
LVM Capital Management Ltd. 0.07% No change 1 $634K
Wendell David Associates Inc. 0.06% No change 1 $634K
Gsa Capital Partners LLP 0.05% New 1 $634K
Appleton Partners Inc. 0.05% No change 1 $634K
Leavell Investment Management, Inc. 0.04% New 1 $634K
Waters Parkerson & Co., LLC 0.03% No change 1 $634K
Analyst IMS Investment Management Services Ltd. 0.03% No change 1 $634K
HRT Financial LP 0.00% New 1 $634K
Beutel, Goodman & Co Ltd. 0.00% No change 1 $634K
Fairfax Financial Holdings 0.05% No change 1 $633K
Three Seasons Wealth, LLC 0.44% No change 1 $630K
Cubic Asset Management, LLC 0.15% No change 1 $630K
McLean Asset Management Corp 0.21% No change 1 $627K
Northstar Advisory Group, LLC 0.37% No change 1 $616K
Continuum Advisory, LLC 0.09% No change 1 $616K
Facet Wealth, Inc. 0.02% No change 1 $609K
Visionary Horizons, LLC 0.47% No change 1 $608K
Ameritas Advisory Services, LLC 0.03% New 1 $606K
Focus Financial Network, Inc. 0.03% — 1 $604K
HBC Financial Services, PLLC 0.41% No change 1 $602K
X-Square Capital, LLC 0.28% No change 100 $600K
Alpine Woods Capital Investors, LLC 0.12% No change 1 $600K
Eagle Harbor Asset Management Inc. 0.46% No change 1,017 $428K
Wedbush Securities Inc. 0.01% No change 7 $241K

"% of holder's portfolio" is BRK.A's weight in each manager's 13F, not the share of Berkshire Hathaway Inc. Class A the manager owns.