Berkshire Hathaway Inc. Class ABRK.A

13F holders, Q2 2024 (June 30)
1,032holders +2
39new positions
31sold out
14famous investors
$506753.55avg. 13F price*

At the end of Q2 2024, 1,032 institutions reported holding Berkshire Hathaway Inc. Class A (BRK.A) in their 13F filings, up 2 from Q1 2024. 39 opened new positions and 31 sold out. The largest holders were FMR LLC ($20.5B), First Manhattan Co. Llc. ($9.2B) and Norges Bank ($4.4B). 14 famous investors held it, including Chris Bloomstran (14.0% of Semper Augustus Investments's portfolio), Tom Russo (13.7% of Gardner Russo & Quinn's portfolio) and Guy Spier (7.0% 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 → Q2 2024

InstitutionsTotal Value
New Positions39$292.1M
Exits31$427.2M

All 13F filers, Q1 2024 → Q2 2024: 19,579 shares bought and 18,478 shares sold, net +1,101 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,032 holders

FMR LLC 1.31% No change 33,428 $20.5B
First Manhattan Co. Llc. 29.47% Reduce -2.0% 14,999 $9.2B
Norges Bank 0.66% Add +19.6% 7,186 $4.4B
Vanguard Group Inc. 0.04% Add +103.5% 3,673 $2.2B
Gardner Russo & Quinn 13.67% Reduce -0.8% 2,114 $1.3B
HighTower Advisors, LLC 1.76% Reduce -1.6% 1,857 $1.1B
Davis Selected Advisers 6.51% Reduce -0.9% 1,831 $1.1B
Everett Harris & Co. 11.11% Reduce -0.1% 1,415 $866.3M
PNC Financial Services Group, Inc. 0.49% Reduce -2.2% 1,200 $734.7M
Morgan Stanley 0.06% Add +1.3% 1,170 $716.3M
Hikari Tsushin, Inc. 53.43% No change 1,127 $690.0M
Markel Group 6.71% No change 1,114 $682.0M
Paralel Advisors LLC 30.11% No change 1,028 $629.4M
Pathstone Holdings, LLC 2.75% Add +2.7% 994 $608.5M
US Bancorp \de 0.77% No change 927 $567.5M
First Eagle Investment Management, LLC 1.27% Reduce -0.4% 919 $562.6M
BlackRock Inc. 0.01% Reduce -2.7% 853 $522.2M
Bank of America Corp. 0.05% Reduce -1.5% 831 $508.8M
Graham Holdings Co Master Retirement Trust 84.74% No change 829 $507.5M
Swedbank AB 0.68% Reduce -5.7% 829 $507.5M
Hikari Power Ltd 43.27% No change 783 $479.4M
California Public Employees Retirement System 0.32% Add +4.1% 716 $438.4M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 5.48% Reduce -7.9% 700 $428.6M
Tweedy, Browne Co LLC 18.36% Reduce -1.5% 652 $399.2M
Summit Asset Management, LLC 43.38% No change 600 $367.3M
Clearbridge Investments, LLC 0.30% Reduce -1.5% 597 $365.5M
Baldwin Investment Management, LLC 46.79% Reduce -0.5% 558 $341.6M
Legal & General Group Plc 0.09% Reduce -4.2% 531 $325.2M
Graham Holdings Co 31.76% No change 422 $258.4M
Focus Partners Wealth 0.87% Add +2.7% 422 $258.4M
Bridges Investment Management Inc. 3.82% Add +31.8% 410 $251.0M
Heritage Investment Group, Inc. 33.61% No change 400 $244.9M
O'shaughnessy Asset Management, LLC 2.53% No change 400 $244.9M
Allen Holding Inc. 28.54% No change 373 $228.4M
State Street Corp. 0.01% Reduce -2.4% 370 $226.5M
Fayez Sarofim & Co 0.60% Reduce -2.7% 363 $222.2M
Punch Card Management L.P. 63.17% No change 349 $213.7M
Armstrong Henry H Associates Inc. 19.92% Reduce -1.5% 326 $199.6M
Royal Bank of Canada 0.05% Reduce -2.2% 317 $194.1M
Northern Trust Corp. 0.03% Add +1.6% 312 $191.0M
Silver Lake Advisory, LLC 45.49% No change 300 $183.7M
Bank of New York Mellon Corp 0.03% Reduce -6.5% 289 $176.9M
Canton Hathaway, LLC 47.23% Reduce -1.1% 282 $172.7M
WS Management LLLP 14.99% No change 261 $159.8M
Brown Brothers Harriman & Co. 1.10% Reduce -5.2% 238 $145.7M
WINTON GROUP Ltd 8.97% No change 217 $132.9M
UMB Bank, n.a. 2.16% Reduce -18.9% 215 $131.6M
Timucuan Asset Management Inc. 4.42% Reduce -5.0% 210 $128.6M
HSBC Holdings PLC 0.08% Add +5.2% 203 $124.2M
J. W. Coons Advisors, LLC 22.89% No change 200 $122.4M
Asset Management Group, Inc. 18.61% No change 200 $122.4M
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV 7.67% Reduce -33.3% 200 $122.4M
Commonwealth Equity Services, LLC 0.19% Add +20.6% 193 $118.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +1.6% 192 $115.7M
Brown Advisory Inc. 0.15% Add +0.5% 185 $113.3M
American Century Companies Inc. 0.07% No change 179 $109.6M
Goldman Sachs Group Inc. 0.02% No change 178 $109.0M
Nordwand Advisors, LLC 45.93% No change 172 $105.3M
Cable Hill Partners, LLC 10.89% New 164 $100.4M
Burgundy Asset Management Ltd. 1.05% Reduce -0.6% 162 $99.2M
Gabelli Funds LLC 0.75% Reduce -2.5% 159 $97.3M
Auto-Owners Insurance Co 2.52% No change 156 $95.5M
Bank of Montreal 0.03% Reduce -3.8% 151 $94.2M
Corient Private Wealth LP 0.16% Reduce -98.9% 151 $92.5M
Wells Fargo & Company 0.02% Reduce -1.3% 149 $91.1M
Mill Capital Management, LLC 7.28% Reduce -7.1% 144 $88.2M
Raymond James & Associates 0.06% Add +3.7% 141 $86.3M
Ruane, Cunniff & Goldfarb L.P. 1.32% Reduce -7.4% 138 $84.5M
Pinnacle Bancorp, Inc. 24.59% No change 136 $83.3M
Royal London Asset Management Ltd. 0.21% Reduce -0.7% 134 $82.0M
Stifel Financial Corp. 0.09% Add +0.8% 134 $82.0M
Hartline Investment Corp./ 10.94% New 133 $81.4M
Neuberger Berman Group LLC 0.07% No change 131 $80.2M
Van Lanschot Kempen Investment Management N.V. 0.89% No change 130 $79.6M
Northwestern University 85.76% No change 130 $79.6M
CI Investments Inc. 0.31% Reduce -5.8% 130 $79.6M
Semper Augustus Investments 14.02% Add +2.4% 128 $78.4M
Vontobel Holding Ltd. 0.25% Add +2460.0% 128 $78.4M
JPMorgan Chase & Co. 0.01% Reduce -14.7% 128 $78.4M
UBS Group AG 0.02% Add +24.8% 166 $74.7M
Davis Asset Management, L.P. 3.30% No change 120 $73.5M
State of Michigan Retirement System 0.36% No change 116 $71.0M
Well Done, LLC 14.63% Reduce -2.5% 115 $70.4M
Arrowstreet Capital, Limited Partnership 0.06% Reduce -6.7% 111 $68.0M
General American Investors Co. Inc. 4.79% No change 110 $67.3M
Fenimore Asset Management Inc 1.45% No change 108 $66.1M
Sumitomo Mitsui Trust Group, Inc. 0.05% No change 104 $63.7M
Pegasus Asset Management, Inc. 19.04% No change 100 $61.2M
Artemis Wealth Advisors, LLC 9.77% No change 100 $61.2M
Stanley-Laman Group, Ltd. 8.10% No change 100 $61.2M
Shapiro Capital Management LLC 1.82% No change 100 $61.2M
Garner Asset Management Corp 22.64% No change 100 $61.2M
X-Square Capital, LLC 22.15% No change 100 $61.2M
Professional Advisory Services Inc. 7.72% No change 100 $61.2M
Hollencrest Capital Management 2.56% No change 95 $58.2M
Douglass Winthrop Advisors, LLC 1.19% Reduce -1.0% 95 $58.2M
Ninety One SA (Pty) Ltd 8.68% No change 91 $56.0M
Baird Financial Group, Inc. 0.12% No change 91 $55.7M
Chou Associates Management Inc. 39.79% Add +12.5% 90 $55.1M
Bank Pictet & Cie (Europe) AG 1.33% Reduce -6.3% 89 $54.5M
Victory Capital Management Inc. 0.06% Reduce -1.1% 89 $54.5M
Franklin Resources Inc. 0.02% No change 89 $54.5M
Susquehanna International Group, LLP 0.09% Reduce -59.7% 85 $52.0M
Choreo, LLC 0.86% Add +10.5% 84 $51.3M
I.G.Y. Ltd 22.53% Reduce -2.4% 81 $49.6M
Cresset Asset Management, LLC 0.21% Add +344.4% 80 $49.0M
RBF Capital, LLC 2.72% Reduce -1.3% 76 $46.5M
Greenlea Lane Capital Management, LLC 11.86% No change 71 $43.5M
Segment Wealth Management, LLC 3.21% No change 71 $43.5M
Ameriprise Financial Inc. 0.01% Add +14.5% 71 $43.5M
Migdal Insurance & Financial Holdings Ltd. 0.72% No change 70 $42.9M
Hamilton Point Investment Advisors, LLC 8.32% No change 70 $42.9M
Truist Financial Corp. 0.07% Reduce -20.4% 70 $42.9M
LPL Financial LLC 0.02% Add +13.3% 68 $41.3M
Blair William & Co. 0.13% Reduce -2.9% 67 $41.0M
D.A. Davidson & Co. 0.36% Reduce -1.5% 67 $40.4M
Tiaa Trust, National Association 0.12% Add +6.5% 66 $40.4M
Whittier Trust Co. 0.56% Reduce -74.5% 65 $39.8M
B. Metzler seel. Sohn & Co. AG 0.37% No change 63 $38.6M
Pinnacle Financial Partners Inc 0.79% Reduce -11.8% 60 $36.7M
Kelleher Financial Advisors 14.58% No change 58 $35.5M
Summit Street Capital Management, LLC 12.97% No change 58 $35.5M
Qube Research & Technologies Ltd 0.07% Reduce -21.6% 58 $35.5M
Crewe Advisors LLC 3.84% No change 56 $34.3M
Crestwood Advisors Group, LLC 0.71% Reduce -5.1% 56 $34.3M
Lincoln Capital LLC 7.51% No change 55 $33.7M
Hi-Line Capital Management, LLC 13.63% No change 53 $32.4M
Toronto Dominion Bank 0.05% Reduce -1.9% 53 $32.4M
Hutner Capital Management Inc. 17.46% No change 52 $31.8M
Mirabella Financial Services LLP 2.69% Add +18.2% 52 $31.8M
Silicon Valley Community Foundation 1.40% Reduce -16.4% 51 $31.2M
Farmers & Merchants Investments Inc. 1.04% Reduce -3.8% 51 $31.2M
M&T Bank Corp 0.11% Add +45.7% 51 $31.2M
SWF LLC 11.55% No change 50 $30.6M
Security National Bank 4.45% Reduce -2.0% 50 $30.6M
Elkhorn Partners Limited Partnership 21.08% No change 50 $30.6M
Cannell & Spears LLC 0.62% No change 49 $30.0M
Quantinno Capital Management LP 0.53% Add +9.1% 48 $29.4M
Shayne & Jacobs, LLC 7.99% No change 47 $28.8M
Lanark Financial, Inc. 2.56% No change 46 $28.2M
Pitcairn Co. 1.68% No change 45 $27.6M
Captrust Financial Advisors 0.09% Add +2.3% 45 $27.6M
Sanctuary Advisors, LLC 0.20% — 45 $27.3M
Glenmede Trust Co. NA 0.14% Reduce -2.2% 44 $26.9M
Global Frontier Investments LLC 8.04% No change 44 $26.9M
GAMCO Investors 0.29% No change 43 $26.3M
Peapack Gladstone Financial Corp. 0.40% No change 43 $26.3M
Allen Operations LLC 4.91% No change 41 $25.1M
Whittier Trust Co. of Nevada Inc. 0.68% No change 40 $24.5M
Utah Retirement Systems 0.28% Reduce -7.1% 39 $23.9M
Janney Montgomery Scott LLC 0.07% Reduce -2.6% 38 $23.7M
Avalon Trust Co 1.84% No change 38 $23.3M
First Citizens Bank & Trust Co. 0.44% No change 38 $23.3M
Ieq Capital, LLC 0.31% Reduce -5.0% 38 $23.3M
Haverford Trust Co 0.24% Reduce -5.0% 38 $23.3M
Cambridge Investment Research Advisors, Inc. 0.08% Add +19.4% 37 $22.7M
BNP Paribas Financial Markets 0.02% Reduce -11.9% 37 $22.7M
HRT Financial LP 0.13% Add +3600.0% 37 $22.7M
Hardy Reed LLC 2.21% No change 36 $22.0M
Locust Wood Capital Advisers, LLC 0.81% Reduce -23.4% 36 $22.0M
Barclays PLC 0.01% Reduce -21.7% 36 $22.0M
Bislett Management, LLC 15.41% No change 35 $21.4M
Granite FO LLC 13.70% No change 35 $21.4M
Southeast Asset Advisors, LLC 2.58% No change 35 $21.4M
Barr E S & Co. 1.41% No change 35 $21.4M
Hennessy Advisors Inc. 0.81% Add +2.9% 35 $21.4M
Shelter Mutual Insurance Co 5.42% No change 34 $20.8M
HM Payson & Co. 0.38% No change 34 $20.8M
Silvercrest Asset Management Group LLC 0.14% Add +9.7% 34 $20.8M
Bessemer Group Inc. 0.04% Add +17.2% 34 $20.8M
General Partner, Inc. 12.91% No change 33 $20.2M
Drive Wealth Management, LLC 5.45% No change 33 $20.2M
AMG National Trust Bank 0.55% No change 33 $20.2M
7G Capital Management, LLC 8.69% No change 30 $19.8M
Saybrook Capital 5.55% Reduce -3.0% 32 $19.6M
Union Savings Bank 10.29% No change 32 $19.6M
BigSur Wealth Management LLC 6.00% Reduce -21.9% 32 $19.6M
Marex Group Ltd 0.53% New 32 $19.6M
Raymond James Trust N.A. 0.46% Reduce -3.0% 32 $19.6M
Circle Wealth Management, LLC 0.45% No change 32 $19.6M
Mariner, LLC 0.04% Reduce -17.9% 32 $19.6M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -81.7% 32 $19.6M
FineMark National Bank & Trust 0.70% Reduce -18.4% 31 $19.0M
Brighton Jones LLC 0.63% Add +342.9% 31 $19.0M
Onex Canada Asset Management Inc. 2.09% Reduce -6.3% 30 $18.4M
Check Capital Management Inc. 1.34% No change 30 $18.4M
Stock Yards Bank & Trust Co. 0.61% No change 30 $18.4M
Williams Jones Wealth Management, LLC. 0.23% No change 30 $18.4M
Aquamarine Capital (Aquamarine Zurich) 7.00% No change 30 $18.4M
Harvey Investment Co. LLC 2.20% No change 30 $18.4M
Mill Creek Capital Advisors, LLC 0.45% No change 29 $17.8M
Citizens Financial Group Inc. 0.39% Add +11.5% 29 $17.8M
Wealth Enhancement Advisory Services, LLC 0.04% No change 29 $17.8M
Silverleafe Capital Partners, LLC 6.04% No change 28 $17.1M
Mesirow Financial Investment Management, Inc. 0.39% No change 28 $17.1M
Aberdeen Group plc 0.03% Reduce -76.1% 28 $17.1M
Pittenger & Anderson Inc. 0.69% Reduce -13.3% 26 $16.8M
Choate Investment Advisors 0.43% No change 27 $16.5M
Regions Financial Corp. 0.13% No change 27 $16.5M
AQR Capital Management 0.03% Add +12.5% 27 $16.5M
CIBC Private Wealth Group LLC 0.03% No change 25 $15.4M
DHK Financial Advisors, Inc. 10.68% New 25 $15.3M
Connable Office Inc. 1.65% No change 25 $15.3M
Private Management Group Inc. 0.59% No change 25 $15.3M
Sapient Capital LLC 0.32% No change 25 $15.3M
HB Wealth Management, LLC 0.18% Reduce -3.9% 25 $15.3M
Comerica Bank 0.06% Reduce -3.9% 25 $15.3M
Fifth Third Bancorp 0.06% No change 25 $15.3M
DAVENPORT & Co LLC 0.09% No change 24 $14.7M
Cerity Partners LLC 0.04% Reduce -14.3% 24 $14.7M
Raymond James Financial Services Advisors, Inc. 0.02% Reduce -4.0% 24 $14.7M
Alliancebernstein L.P. 0.01% Reduce -22.6% 24 $14.7M
Arlington Partners LLC 6.99% No change 23 $14.1M
Lawson Kroeker Investment Management Inc. 2.72% No change 23 $14.1M
Kestra Advisory Services, LLC 0.08% No change 23 $14.1M
Atlanta Consulting Group Advisors, LLC 2.95% Add +15.8% 22 $13.7M
Soditic Asset Management LLP 15.61% No change 22 $13.5M
JRM Investment Counsel, LLC 4.86% No change 22 $13.5M
Matthew 25 Management Corp 4.67% No change 22 $13.5M
Brandywine Trust Co. 2.24% No change 22 $13.5M
Ashford Capital Management Inc. 1.82% No change 22 $13.5M
Texas Yale Capital Corp. 0.64% No change 22 $13.5M
SVB Wealth LLC 0.33% Reduce -21.4% 22 $13.5M
Cullen/Frost Bankers, Inc. 0.20% No change 22 $13.5M
LexAurum Advisors, LLC 3.17% No change 21 $12.9M
Gibson Capital, LLC 2.84% No change 21 $12.9M
Zuckerman Investment Group, LLC 1.49% No change 21 $12.9M
First Nebraska Trust Co 1.33% Add +10.5% 21 $12.9M
Concurrent Investment Advisors, LLC 0.42% No change 21 $12.9M
Private Advisor Group, LLC 0.09% Add +40.0% 21 $12.9M
Charles Schwab Investment Management Inc. 0.00% Reduce -75.6% 21 $12.9M
Smithfield Trust Co 0.67% No change 21 $12.9M
Round Rock Advisors LLC 2.98% No change 20 $12.2M
Park National Corp. 0.45% No change 20 $12.2M
GTS Securities LLC 0.25% New 20 $12.2M
Rhumbline Advisers 0.01% Reduce -13.0% 20 $12.2M
Center for Financial Planning, Inc. 1.68% No change 19 $11.6M
National Philanthropic Trust 0.22% No change 19 $11.6M
Cetera Investment Advisers 0.03% Reduce -9.5% 19 $11.6M
T. Rowe Price Associates Inc. 0.00% No change 18 $11.0M
America First Investment Advisors, LLC 2.71% No change 18 $11.0M
Arthur M. Cohen & Associates, LLC 2.02% No change 18 $11.0M
Simon Quick Advisors, LLC 0.78% No change 18 $11.0M
Howland Capital Management LLC 0.53% No change 18 $11.0M
Greenleaf Trust 0.10% No change 18 $11.0M
Connor, Clark & Lunn Investment Management Ltd. 0.05% No change 18 $11.0M
Citigroup Inc. 0.01% No change 18 $11.0M
Ar Asset Management Inc. 2.69% No change 18 $11.0M
Russell Investments Group, Ltd. 0.02% Add +54.5% 17 $10.4M
Keystone Financial Group 3.78% No change 17 $10.4M
Grandfield & Dodd, LLC 0.66% No change 17 $10.4M
Financial Counselors Inc. 0.17% Add +70.0% 17 $10.4M
Modera Wealth Management, LLC 0.15% No change 17 $10.4M
Buckingham Strategic Wealth, LLC 0.11% Reduce -5.6% 17 $10.4M
NorthCoast Asset Management LLC 0.09% Add +41.7% 17 $10.4M
Commerce Bank 0.07% Add +13.3% 17 $10.4M
King Luther Capital Management Corp. 0.05% No change 17 $10.4M
Citadel Advisors 0.01% Add +240.0% 17 $10.4M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -10.5% 17 $10.4M
Deutsche Bank AG 0.00% Reduce -5.6% 17 $10.4M
WoodTrust Financial Corp 1.62% No change 17 $10.4M
Cidel Asset Management Inc. 0.78% Add +97590.0% 9,769 $10.1M
CPA Asset Management Group, LLC 5.25% No change 16 $9.8M
First National Advisers, LLC 1.79% Reduce -5.9% 16 $9.8M
Rathbones Group PLC 0.05% No change 16 $9.8M
Epoch Investment Partners, Inc. 0.04% Add +300.0% 16 $9.8M
BI Asset Management Fondsmaeglerselskab A/S 0.15% Add +87.5% 15 $9.2M
Fiduciary Counselling Inc. 26.15% No change 15 $9.2M
Global Financial Private Client, LLC 3.84% No change 15 $9.2M
Essex Bank 2.47% No change 15 $9.2M
Wallace Capital Management Inc. 1.33% No change 15 $9.2M
Rossmore Private Capital 1.21% No change 15 $9.2M
Carret Asset Management, LLC 1.07% No change 15 $9.2M
Clough Capital Partners L P 1.00% No change 15 $9.2M
Bard Financial Services, Inc. 0.95% No change 15 $9.2M
LMCG Investments, LLC 0.53% No change 15 $9.2M
CIBC Asset Management Inc 0.03% No change 15 $9.2M
Amundi 0.00% Reduce -6.3% 15 $9.2M
Graves Light Lenhart Wealth, Inc. 1.05% No change 15 $9.2M
Scotia Capital Inc. 0.05% Add +7.7% 14 $8.6M
M. Kulyk & Associates, LLC 1.99% No change 14 $8.6M
K.J. Harrison & Partners Inc 1.41% No change 14 $8.6M
Aviance Capital Partners, LLC 1.22% Add +55.6% 14 $8.6M
Traphagen Investment Advisors LLC 0.93% No change 14 $8.6M
Baader Bank Aktiengesellschaft 0.67% No change 14 $8.6M
Valeo Financial Advisors, LLC 0.27% No change 14 $8.6M
NewEdge Wealth, LLC 0.19% No change 14 $8.6M
Yacktman Asset Management 0.08% No change 14 $8.6M
NewEdge Advisors, LLC 0.06% Add +27.3% 14 $8.6M
Aviva PLC 0.02% No change 14 $8.6M
Weik Capital Management 3.40% No change 13 $8.0M
Strata Wealth Advisors, LLC 2.74% Reduce -7.1% 13 $8.0M
Carolinas Wealth Consulting LLC 1.54% No change 13 $8.0M
Baker Ellis Asset Management LLC 1.20% No change 13 $8.0M
LGT Fund Management Co Ltd. 0.99% New 13 $8.0M
Griffin Asset Management, Inc. 0.92% No change 13 $8.0M
Spinnaker Trust 0.51% No change 13 $8.0M
CENTRAL TRUST Co 0.19% Reduce -7.1% 13 $8.0M
Bartlett & Co. Wealth Management LLC 0.12% No change 13 $8.0M
DF Dent & Co. Inc. 0.10% No change 13 $8.0M
Pacifica Capital Investments, LLC 2.86% No change 13 $8.0M
Ingalls & Snyder LLC 0.34% No change 13 $8.0M
Keel Point, LLC 0.70% No change 12 $7.8M
Lazard Freres Gestion S.A.S. 0.17% Add +20.0% 12 $7.4M
Pangea Capital Gestao de Recursos Ltda. 6.31% No change 12 $7.3M
Prairie Sky Financial Group LLC 4.56% No change 12 $7.3M
Cornell Pochily Investment Advisors, Inc. 2.79% No change 12 $7.3M
Pecaut & Co. 2.79% No change 12 $7.3M
Puzo Michael J 2.04% No change 12 $7.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.91% No change 12 $7.3M
Aire Advisors, LLC 1.68% No change 12 $7.3M
Compass Capital Management, Inc. 0.49% Add +33.3% 12 $7.3M
Smith Chas P & Associates Pa Cpas 0.44% No change 12 $7.3M
GUNN & Co INVESTMENT MANAGEMENT, INC. 0.44% New 12 $7.3M
Edge Capital Group, LLC 0.36% No change 12 $7.3M
Apollon Wealth Management, LLC 0.22% No change 12 $7.3M
Evercore Wealth Management, LLC 0.12% Add +9.1% 12 $7.3M
Osaic Holdings, Inc. 0.02% Reduce -42.1% 33 $7.3M
LM Advisors LLC 1.34% Reduce -45.0% 11 $6.7M
Schulhoff & Co. Inc. 3.04% No change 11 $6.7M
Northstar Asset Management Inc. 1.72% Reduce -96.5% 11 $6.7M
Montag A & Associates Inc. 0.34% No change 11 $6.7M
Venture Visionary Partners LLC 0.31% No change 11 $6.7M
Rwa Wealth Partners, LLC 0.09% No change 11 $6.7M
Huntington National Bank 0.07% No change 11 $6.7M
Bahl & Gaynor LLC 0.04% No change 11 $6.7M
Manufacturers Life Insurance Company, The 0.01% No change 11 $6.7M
Essex Financial Services, Inc. 0.48% Add +25.0% 10 $6.5M
Courant Investment Management LLC 5.75% No change 10 $6.1M
Virginia Wealth Management Group, Inc. 5.59% No change 10 $6.1M
Enterprise Financial Services Corp 3.77% No change 10 $6.1M
Naman Capital Ltda 2.60% No change 10 $6.1M
Citizens National Bank Trust Department 1.36% No change 10 $6.1M
Bellecapital International Ltd. 1.32% No change 10 $6.1M
Oliver Luxxe Assets LLC 1.30% No change 10 $6.1M
Barton Investment Management 0.81% No change 10 $6.1M
Fort Point Capital Partners LLC 0.79% No change 10 $6.1M
Aspiriant, LLC 0.25% No change 10 $6.1M
Independent Advisor Alliance 0.21% Add +66.7% 10 $6.1M
Cassaday & Co Wealth Management LLC 0.19% No change 10 $6.1M
Carnegie Investment Counsel 0.19% No change 10 $6.1M
Glenview Trust Co 0.12% No change 10 $6.1M
Bristol John W & Co. Inc. 0.10% New 10 $6.1M
Fiduciary Trust Co 0.09% No change 10 $6.1M
Allen Investment Management, LLC 0.07% No change 10 $6.1M
London Co. of Virginia 0.03% No change 10 $6.1M
Regis Management CO LLC 1.85% No change 10 $6.1M
Cibc World Market Inc. 0.02% Reduce -33.3% 10 $6.1M
Country Club Bank 0.38% No change 9 $5.5M
JTC Employer Solutions Trustee Ltd 0.37% No change 9 $5.5M
Weil Company, Inc. 2.01% No change 9 $5.5M
Walter & Keenan Wealth Management LLC /in/ 1.75% No change 9 $5.5M
Birinyi Associates Inc. 1.65% No change 9 $5.5M
Sanders Morris Harris LLC 0.91% No change 9 $5.5M
Nations Financial Group Inc, /Ia/ 0.45% No change 9 $5.5M
Mogy Joel R Investment Counsel Inc. 0.35% No change 9 $5.5M
Argent Trust Co 0.24% No change 9 $5.5M
Klingenstein Fields & Co. LP 0.23% No change 9 $5.5M
Caprock Group, LLC 0.22% Add +28.6% 9 $5.5M
Clifford Swan Investment Counsel LLC 0.21% No change 9 $5.5M
Moneta Group Investment Advisors LLC 0.09% No change 9 $5.5M
Atria Wealth Solutions, Inc. 0.06% Add +28.6% 9 $5.5M
Steward Partners Investment Advisory, LLC 0.06% No change 9 $5.5M
Beddow Capital Management Inc. 2.50% No change 9 $5.5M
DekaBank Deutsche Girozentrale 0.01% Add +300.0% 8 $4.9M
Van Hulzen Asset Management, LLC 0.33% No change 8 $4.9M
South Dakota Investment Council 0.10% No change 8 $4.9M
Investidor Profissional Gestao de Recursos Ltda. 4.31% No change 8 $4.9M
Sittner & Nelson, LLC 2.41% No change 8 $4.9M
Louisbourg Investments Inc. 1.37% Reduce -11.1% 8 $4.9M
Northstar Group, Inc. 0.97% No change 8 $4.9M
Calydon Capital 0.88% No change 8 $4.9M
Caldwell Trust Co 0.54% No change 8 $4.9M
Washington Trust Bank 0.48% Reduce -20.0% 8 $4.9M
1900 Wealth Management LLC 0.46% New 8 $4.9M
Sage Mountain Advisors LLC 0.45% No change 8 $4.9M
Beese Fulmer Investment Management, Inc. 0.45% No change 8 $4.9M
Equitable Trust Co. 0.34% No change 8 $4.9M
Oxford Financial Group, LTD. LLC 0.32% No change 8 $4.9M
Nicholas Hoffman & Company, LLC. 0.23% No change 8 $4.9M
SpiderRock Advisors, LLC 0.13% Add +100.0% 8 $4.9M
Parallel Advisors, LLC 0.13% Add +33.3% 8 $4.9M
Beck Mack & Oliver LLC 0.10% No change 8 $4.9M
Bradley Foster & Sargent Inc. 0.09% No change 8 $4.9M
Stephens Inc. 0.07% No change 8 $4.9M
Chevy Chase Trust Holdings, LLC 0.02% No change 8 $4.9M
Bank of Nova Scotia 0.01% Reduce -20.0% 8 $4.9M
Obermeyer Wealth Partners 0.27% No change 19 $4.7M
HighPoint Advisor Group LLC 0.28% No change 7 $4.6M
Barlow Wealth Partners, LLC 0.63% No change 7 $4.6M
M Holdings Securities, Inc. 0.56% New 7 $4.3M
Gsa Capital Partners LLP 0.30% Add +600.0% 7 $4.3M
Black Point Wealth Management 4.44% — 7 $4.3M
Durante & Waters, LLC 3.81% No change 7 $4.3M
Sterling Investment Management, LLC 3.26% Reduce -56.3% 7 $4.3M
Security National Bank of Sioux City Iowa 3.09% No change 7 $4.3M
SRH Advisors, LLC 1.43% Reduce -12.5% 7 $4.3M
Karpas Strategies, LLC 1.34% No change 7 $4.3M
Iowa State Bank 0.95% No change 7 $4.3M
Mraz, Amerine & Associates, Inc. 0.88% No change 7 $4.3M
Dimension Capital Management LLC 0.87% No change 7 $4.3M
SOA Wealth Advisors, LLC. 0.86% No change 7 $4.3M
Parthenon LLC 0.54% No change 7 $4.3M
Intrust Bank NA 0.46% No change 7 $4.3M
Principle Wealth Partners LLC 0.33% No change 7 $4.3M
Transcend Capital Advisors, LLC 0.31% No change 7 $4.3M
Main Street Research LLC 0.28% No change 7 $4.3M
Robertson Stephens Wealth Management, LLC 0.22% Reduce -96.6% 7 $4.3M
Bragg Financial Advisors, Inc 0.19% No change 7 $4.3M
Giverny Capital 0.18% No change 7 $4.3M
Summit Trail Advisors, LLC 0.11% No change 7 $4.3M
Old National Bancorp 0.10% No change 7 $4.3M
Tocqueville Asset Management L.P. 0.07% No change 7 $4.3M
Oppenheimer & Co. Inc. 0.07% No change 7 $4.3M
CW Advisors, LLC 0.07% Add +16.7% 7 $4.3M
MAI Capital Management 0.04% No change 7 $4.3M
Avantax Advisory Services, Inc. 0.03% Reduce -12.5% 7 $4.3M
Jane Street Group, LLC 0.00% Add +40.0% 7 $4.3M
Invesco Ltd. 0.00% Add +40.0% 7 $4.3M
Insigneo Advisory Services, LLC 0.42% Reduce -40.0% 6 $3.7M
RMR Capital Management, LLC 3.35% No change 6 $3.7M
English Capital Management LLC 3.07% No change 6 $3.7M
Epacria Capital Partners, LLC 2.71% No change 6 $3.7M
Avondale Wealth Management 2.51% No change 6 $3.7M
Murphy, Middleton, Hinkle & Parker, Inc. 2.14% No change 6 $3.7M
Cadent Capital Advisors, LLC 1.49% No change 6 $3.7M
KP Management LLC 1.38% No change 6 $3.7M
Roberts Glore & Co. Inc. 1.11% No change 6 $3.7M
Coastal Bridge Advisors, LLC 0.91% No change 6 $3.7M
Northside Capital Management, LLC 0.63% No change 6 $3.7M
Cascade Financial Partners, LLC 0.48% No change 6 $3.7M
Avenir Corp. 0.36% No change 6 $3.7M
Cardiff Park Advisors, LLC 0.35% Add +8250.0% 501 $3.7M
Schaper Benz & Wise Investment Counsel Inc. 0.32% No change 6 $3.7M
Aureus Asset Management, LLC 0.26% Reduce -14.3% 6 $3.7M
Blackhill Capital Inc. 0.23% No change 6 $3.7M
Gladstone Institutional Advisory LLC 0.19% Add +50.0% 6 $3.7M
Daymark Wealth Partners, LLC 0.17% Add +100.0% 6 $3.7M
First Foundation Advisors 0.14% No change 6 $3.7M
Ameritas Investment Partners, Inc. 0.13% No change 6 $3.7M
Prospera Financial Services Inc 0.10% No change 6 $3.7M
Magnetar Financial LLC 0.09% Reduce -14.3% 6 $3.7M
Ferguson Wellman Capital Management, Inc. 0.07% No change 6 $3.7M
Waverly Advisors, LLC 0.07% Reduce -78.6% 6 $3.7M
Ballentine Partners, LLC 0.07% No change 6 $3.7M
Mairs & Power Inc. 0.04% No change 6 $3.7M
Westwood Holdings Group Inc. 0.03% No change 6 $3.7M
Schonfeld Strategic Advisors LLC 0.03% Add +50.0% 6 $3.7M
Envestnet Asset Management Inc. 0.00% Reduce -53.9% 6 $3.7M
Beaton Management Co. Inc. 1.97% No change 6 $3.7M
Cwm, LLC 0.02% No change 6 $3.7M
Thrivent Financial for Lutherans 0.01% New 6 $3.7M
National Bank of Canada 0.01% No change 6 $3.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 5 $3.3M
Mutual Advisors, LLC 0.10% No change 5 $3.3M
Wealth Advisors of Iowa, LLC 1.83% Add +118900.0% 3,570 $3.3M
Capricorn Fund Managers Ltd 2.16% No change 5 $3.1M
Absolute Capital Management, LLC 1.85% No change 5 $3.1M
Allie Family Office LLC 1.84% Add +25.0% 5 $3.1M
Whitford Management LLC 1.78% Reduce -50.0% 5 $3.1M
Bond & Devick Financial Network, Inc. 1.64% No change 5 $3.1M
Zullo Investment Group, Inc. 1.34% No change 5 $3.1M
Valley Forge Investment Consultants Inc. Adv 1.16% No change 5 $3.1M
Total Clarity Wealth Management, Inc. 1.06% No change 5 $3.1M
Hilltop National Bank 0.98% No change 5 $3.1M
Schwarz Dygos Wheeler Investment Advisors LLC 0.85% No change 5 $3.1M
First National Bank & Trust Co. of Newtown 0.62% No change 5 $3.1M
Realta Investment Advisors 0.60% No change 5 $3.1M
Rbo & Co. LLC 0.55% No change 5 $3.1M
Foundation Resource Management Inc. 0.49% No change 5 $3.1M
American National Bank & Trust 0.38% No change 5 $3.1M
Amplius Wealth Advisors, LLC 0.34% No change 5 $3.1M
Pine Ridge Advisers LLC 0.33% No change 5 $3.1M
Narwhal Capital Management 0.29% No change 5 $3.1M
Kingswood Wealth Advisors, LLC 0.28% Add +66.7% 5 $3.1M
Foster Dykema Cabot & Partners, LLC 0.27% No change 5 $3.1M
Jacobi Capital Management LLC 0.27% No change 5 $3.1M
Hills Bank & Trust Co 0.25% No change 5 $3.1M
NBT Bank, N.A. 0.22% No change 5 $3.1M
First Interstate Bank 0.20% No change 5 $3.1M
Osterweis Capital Management Inc. 0.20% No change 5 $3.1M
McKinley Carter Wealth Services, Inc. 0.20% No change 5 $3.1M
Gratus Capital, LLC 0.12% No change 5 $3.1M
U.S. Capital Wealth Advisors, LLC 0.12% Reduce -37.5% 5 $3.1M
WASHINGTON TRUST Co 0.11% No change 5 $3.1M
Prio Wealth Limited Partnership 0.09% No change 5 $3.1M
Confluence Investment Management LLC 0.04% No change 5 $3.1M
Atria Investments, Inc 0.04% No change 5 $3.1M
Credit Agricole S A 0.02% Add +150.0% 5 $3.1M
Fiera Capital Corp 0.01% No change 5 $3.1M
Creative Planning 0.00% No change 5 $3.1M
Am Investment Strategies LLC 0.75% No change 5 $3.1M
Sentinel Trust Co. Lba 0.38% No change 5 $3.1M
Meritage Portfolio Management 0.19% No change 5 $3.1M
Benjamin F. Edwards & Company, Inc. 0.05% No change 5 $3.1M
BNP Paribas 0.15% Reduce -16.7% 5 $3.1M
Vista Capital Partners, Inc. 0.34% Add +21.9% 6,737 $2.7M
Canvas Wealth Advisors, LLC 0.82% Reduce -33.3% 4 $2.6M
Financial Management Network Inc. 0.59% No change 4 $2.5M
Baxter Bros Inc. 0.32% No change 4 $2.5M
University of Maryland Foundation, Inc. 2.61% No change 4 $2.4M
RK Asset Management, LLC 2.12% No change 4 $2.4M
Ulland Investment Advisors, LLC 1.87% No change 4 $2.4M
Mosaic Financial Group, LLC 1.76% No change 4 $2.4M
Santa Monica Partners LP 1.64% No change 4 $2.4M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.26% No change 4 $2.4M
Wintrust Investments LLC 0.20% Reduce -60.0% 4 $2.4M
Banque Cantonale Vaudoise 0.10% No change 4 $2.4M
Advisors Capital Management, LLC 0.04% Reduce -20.0% 4 $2.4M
Heritage Trust Co 0.32% No change 6 $2.4M
Muirfield Wealth Advisors LLC 2.30% No change 4 $2.4M
Kennon-Green & Company, LLC 2.25% No change 4 $2.4M
Bright Financial Advisors, Inc. 1.73% No change 4 $2.4M
Helios Capital Management Pte. Ltd. 1.60% No change 4 $2.4M
Black Diamond Capital Management, L.L.C. 1.48% No change 4 $2.4M
Fogel Capital Management, Inc. 1.30% New 4 $2.4M
Fortress Wealth Management, Inc. 1.25% No change 4 $2.4M
Lumbard & Kellner, LLC 1.16% No change 4 $2.4M
Gibraltar Capital Management, Inc. 1.11% No change 4 $2.4M
Bourne Lent Asset Management Inc. 0.94% No change 4 $2.4M
East Coast Asset Management, LLC. 0.89% No change 4 $2.4M
Court Place Advisors, LLC 0.77% Add +300.0% 4 $2.4M
Turim 21 Investimentos Ltda. 0.62% No change 4 $2.4M
M&R Capital Management Inc. 0.58% No change 4 $2.4M
First Personal Financial Services 0.55% New 4 $2.4M
Manitou Investment Management Ltd. 0.55% No change 4 $2.4M
Beverly Hills Private Wealth, LLC 0.54% No change 4 $2.4M
CHICAGO TRUST Co NA 0.50% No change 4 $2.4M
Hendershot Investments Inc. 0.35% No change 4 $2.4M
Johnson Financial Group, LLC 0.32% No change 4 $2.4M
Coastline Trust Co 0.29% No change 4 $2.4M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.25% Reduce -42.9% 4 $2.4M
CORDA Investment Management, LLC. 0.20% No change 4 $2.4M
North Star Investment Management Corp. 0.18% No change 4 $2.4M
Parsons Capital Management Inc. 0.17% No change 4 $2.4M
World Investment Advisors 0.15% No change 4 $2.4M
Venturi Wealth Management, LLC 0.15% No change 4 $2.4M
Avior Wealth Management, LLC 0.11% Reduce -60.0% 4 $2.4M
Spire Wealth Management 0.09% Add +100.0% 4 $2.4M
Florida Trust Wealth Management Co 0.08% No change 4 $2.4M
NorthCrest Asset Manangement, LLC 0.08% No change 4 $2.4M
Palisade Capital Management, LP 0.08% No change 4 $2.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% No change 4 $2.4M
Kestra Private Wealth Services, LLC 0.05% No change 4 $2.4M
Crawford Investment Counsel Inc. 0.05% No change 4 $2.4M
Clearstead Advisors, LLC 0.04% Add +100.0% 4 $2.4M
Sequoia Financial Advisors, LLC 0.03% No change 4 $2.4M
EP Wealth Advisors, LLC 0.03% No change 4 $2.4M
United Capital Financial Advisors, LLC 0.02% No change 4 $2.4M
Lido Advisors, LLC 0.02% Reduce -60.0% 4 $2.4M
Aristotle Capital Management, LLC 0.00% No change 4 $2.4M
1832 Asset Management L.P. 0.00% Reduce -60.0% 4 $2.4M
Millennium Management 0.00% Add +33.3% 4 $2.4M
Dodge & Cox 0.00% No change 4 $2.4M
Dimensional Fund Advisors LP 0.00% Add +33.3% 4 $2.4M
EverSource Wealth Advisors, LLC 0.13% No change 3 $2.0M
Hoese & Co LLP 1.64% No change 3 $1.9M
Janus Henderson Group PLC 0.00% Reduce -76.9% 3 $1.8M
Asset Allocation & Management Company, LLC 1.21% No change 3 $1.8M
First PREMIER Bank 0.49% No change 3 $1.8M
Boston Family Office LLC 0.13% No change 3 $1.8M
Boston Common Asset Management, LLC 0.05% No change 3 $1.8M
SG Americas Securities, LLC 0.01% No change 3 $1.8M
Exchange Bank 1.56% No change 3 $1.8M
Eschler Asset Management LLP 1.44% Add +50.0% 3 $1.8M
Lewis Asset Management, LLC 1.40% No change 3 $1.8M
Fourpath Capital Management, LLC 1.36% No change 3 $1.8M
Eagle Bay Advisors LLC 1.11% No change 3 $1.8M
Fortitude Advisory Group L.L.C. 1.10% No change 3 $1.8M
Melone Private Wealth, LLC 1.09% No change 3 $1.8M
Maltin Wealth Management, Inc. 0.99% No change 3 $1.8M
Chelsea Counsel Co. 0.92% No change 3 $1.8M
Kings Path Partners LLC 0.87% — 3 $1.8M
Hurlow Wealth Management Group, Inc. 0.63% No change 3 $1.8M
Childress Capital Advisors, LLC 0.52% No change 3 $1.8M
Bank of New Hampshire 0.48% No change 3 $1.8M
HFR Wealth Management, LLC 0.47% Reduce -99.0% 3 $1.8M
Edmonds Duncan Registered Investment Advisors, LLC 0.45% No change 3 $1.8M
Bremer Bank National Association 0.36% Reduce -70.0% 3 $1.8M
Fort Sheridan Advisors LLC 0.30% No change 3 $1.8M
Inscription Capital, LLC 0.30% Reduce -25.0% 3 $1.8M
Parkside Financial Bank & Trust 0.29% No change 3 $1.8M
Gryphon Financial Partners LLC 0.28% No change 3 $1.8M
Middleton & Co. Inc. 0.21% No change 3 $1.8M
MV Capital Management, Inc. 0.21% No change 3 $1.8M
Knollwood Investment Advisory, LLC 0.20% No change 3 $1.8M
Webster Bank, N. A. 0.20% No change 3 $1.8M
Paloma Partners Management Co 0.20% New 3 $1.8M
Marks Group Wealth Management, Inc 0.19% Reduce -25.0% 3 $1.8M
XML Financial, LLC 0.18% Add +50.0% 3 $1.8M
Plante Moran Financial Advisors, LLC 0.18% No change 3 $1.8M
Edgemoor Investment Advisors, Inc. 0.17% No change 3 $1.8M
BTC Capital Management, Inc. 0.17% No change 3 $1.8M
Vicus Capital 0.17% Reduce -83.3% 3 $1.8M
FAS Wealth Partners, Inc. 0.16% No change 3 $1.8M
Americana Partners, LLC 0.14% No change 3 $1.8M
Cyndeo Wealth Partners, LLC 0.14% No change 3 $1.8M
Zhang Financial LLC 0.13% No change 3 $1.8M
Arkadios Wealth Advisors 0.12% Add +200.0% 3 $1.8M
Arvest Trust Co. N A 0.11% Reduce -57.1% 3 $1.8M
Berkshire Asset Management LLC 0.09% No change 3 $1.8M
Stratos Wealth Advisors, LLC 0.09% Add +50.0% 3 $1.8M
J.W. Cole Advisors, Inc. 0.09% Add +50.0% 3 $1.8M
First Merchants Corp. 0.07% Add +200.0% 3 $1.8M
Boston Financial Mangement LLC 0.06% No change 3 $1.8M
Associated Banc-Corp 0.06% No change 3 $1.8M
Chicago Capital, LLC 0.05% No change 3 $1.8M
AlTi Global, Inc. 0.05% No change 3 $1.8M
Capital Investment Advisors, LLC 0.04% No change 3 $1.8M
Bokf, NA 0.03% Add +200.0% 3 $1.8M
Stratos Wealth Partners, LTD. 0.03% No change 3 $1.8M
Synovus Financial Corp. 0.02% No change 3 $1.8M
Erste Asset Management GmbH 0.02% No change 3 $1.8M
Yousif Capital Management, LLC 0.02% Reduce -25.0% 3 $1.8M
Johnson Investment Counsel Inc. 0.02% No change 3 $1.8M
Boston Trust Walden Corp 0.01% No change 3 $1.8M
Flossbach Von Storch SE 0.01% No change 3 $1.8M
Point72 Asset Management 0.01% New 3 $1.8M
Edgewood Management LLC 0.01% No change 3 $1.8M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3 $1.8M
Prudential Financial Inc. 0.00% No change 3 $1.8M
Acadian Asset Management LLC 0.01% No change 3 $1.8M
Merit Financial Group, LLC 0.03% No change 3 $1.5M
Clayton Financial Group LLC 0.55% No change 2 $1.3M
Blue Trust, Inc. 0.02% No change 2 $1.3M
Mather Group, Llc. 0.02% New 2 $1.3M
Phillips Wealth Planners LLC 1.31% No change 2 $1.2M
Scott Capital Advisors, LLC 0.37% No change 2 $1.2M
Wiser Advisor Group LLC 1.93% No change 2 $1.2M
NorthLanding Financial Partners, LLC 1.29% No change 2 $1.2M
Aldebaran Capital, LLC 1.14% No change 2 $1.2M
Financial Alternatives, Inc 0.92% No change 2 $1.2M
Stephenson & Company, Inc. 0.91% No change 2 $1.2M
Brooks, Moore & Associates, Inc. 0.79% No change 2 $1.2M
Intelligent Financial Strategies 0.75% No change 2 $1.2M
Bantamac Capital, LLC 0.73% No change 2 $1.2M
Lagoda Investment Management, L.P. 0.70% No change 2 $1.2M
Sterling Group Wealth Management, LLC 0.70% — 2 $1.2M
Wealth Quarterback LLC 0.69% No change 2 $1.2M
Landmark Wealth Management, Inc. 0.67% No change 2 $1.2M
Wimmer Associates 1, LLC 0.63% No change 2 $1.2M
Creative Capital Management Investments LLC 0.59% No change 2 $1.2M
StrongBox Wealth, LLC 0.58% No change 2 $1.2M
Seneca House Advisors 0.53% No change 2 $1.2M
Omnia Family Wealth, LLC 0.52% No change 2 $1.2M
Kaye Capital Management 0.52% No change 2 $1.2M
Benson Investment Management Company, Inc. 0.51% No change 2 $1.2M
Excalibur Management Corp. 0.50% No change 2 $1.2M
Jackson, Grant Investment Advisers, Inc. 0.49% No change 2 $1.2M
Seven Springs Wealth Group, LLC 0.49% No change 2 $1.2M
Snider Financial Group 0.47% No change 2 $1.2M
Bill Few Associates, Inc. 0.47% No change 2 $1.2M
Highline Wealth Partners LLC 0.46% No change 2 $1.2M
Permit Capital, LLC 0.46% No change 2 $1.2M
Flagstone Financial Management 0.46% No change 2 $1.2M
Abound Wealth Management 0.45% No change 2 $1.2M
Interchange Capital Partners, LLC 0.45% New 2 $1.2M
S.E.E.D. Planning Group LLC 0.45% No change 2 $1.2M
Family Legacy, Inc. 0.44% No change 2 $1.2M
Regimen Wealth, LLC 0.42% No change 2 $1.2M
First International Bank & Trust 0.42% No change 2 $1.2M
WealthBridge Capital Management, LLC 0.41% No change 2 $1.2M
Carr Financial Group Corp 0.39% No change 2 $1.2M
WR Wealth Planners, LLC 0.37% No change 2 $1.2M
Cornerstone Wealth Advisors, Inc. 0.37% No change 2 $1.2M
True North Advisors, LLC 0.33% No change 2 $1.2M
Harvey Capital Management Inc. 0.32% No change 2 $1.2M
Northwest Investment Counselors, LLC 0.31% No change 2 $1.2M
Clearstead Trust, LLC 0.30% No change 2 $1.2M
Burke & Herbert Bank & Trust Co. 0.30% New 2 $1.2M
Key Financial Inc 0.29% No change 2 $1.2M
Sage Rhino Capital LLC 0.29% No change 2 $1.2M
Allied Investment Advisors, LLC 0.29% No change 2 $1.2M
Herold Advisors, Inc. 0.28% No change 2 $1.2M
Regent Peak Wealth Advisors LLC 0.28% No change 2 $1.2M
Wealth Alliance Advisory Group, LLC 0.28% No change 2 $1.2M
Oarsman Capital, Inc. 0.27% No change 2 $1.2M
Citizens Business Bank 0.26% No change 2 $1.2M
Sargent Investment Group, LLC 0.25% No change 2 $1.2M
CRA Financial Services, LLC 0.25% No change 2 $1.2M
IAG Wealth Partners, LLC 0.25% No change 2 $1.2M
Evolution Wealth Advisors, LLC 0.24% No change 2 $1.2M
Human Investing LLC 0.24% New 2 $1.2M
DORCHESTER WEALTH MANAGEMENT Co 0.24% No change 2 $1.2M
Kelman-Lazarov, Inc. 0.23% No change 2 $1.2M
Cadinha & Co. LLC 0.23% No change 2 $1.2M
Wellington Shields Capital Management, LLC 0.22% No change 2 $1.2M
Ironwood Investment Counsel, LLC 0.22% No change 2 $1.2M
Cardinal Point Capital Management ULC 0.21% No change 2 $1.2M
Cohen Capital Management, Inc. 0.21% Add +100.0% 2 $1.2M
Premier Path Wealth Partners, LLC 0.21% No change 2 $1.2M
Parker Investment Management, LLC 0.19% No change 2 $1.2M
Biglari Capital Corp. 0.19% No change 2 $1.2M
Trust Co. of Toledo NA 0.18% No change 2 $1.2M
Fiducient Advisors LLC 0.17% Add +100.0% 2 $1.2M
Portland Global Advisors LLC 0.17% No change 2 $1.2M
Diversified Portfolios, Inc. 0.16% New 200 $1.2M
Keeley-Teton Advisors, LLC 0.16% No change 2 $1.2M
CapWealth Advisors, LLC 0.15% No change 2 $1.2M
Manchester Capital Management LLC 0.15% No change 2 $1.2M
Sheets Smith Wealth Management 0.15% No change 2 $1.2M
Harbour Trust & Investment Management Co 0.15% No change 2 $1.2M
Quent Capital, LLC 0.13% No change 2 $1.2M
Canandaigua National Bank & Trust Co. 0.13% No change 2 $1.2M
Schwerin Boyle Capital Management Inc. 0.13% No change 2 $1.2M
Harbor Investment Advisory, LLC 0.13% No change 2 $1.2M
Capital Investment Advisory Services, LLC 0.13% Add +100.0% 2 $1.2M
Sound View Wealth Advisors Group, LLC 0.13% No change 2 $1.2M
Brandywine Oak Private Wealth LLC 0.13% No change 2 $1.2M
Taurus Asset Management, LLC 0.12% No change 2 $1.2M
Rational Advisors, Inc. 0.12% No change 2 $1.2M
Atom Investors LP 0.12% Reduce -50.0% 2 $1.2M
KMG Fiduciary Partners, LLC 0.12% No change 2 $1.2M
Penobscot Investment Management Company, Inc. 0.12% No change 2 $1.2M
TCV Trust & Wealth Management, Inc. 0.12% No change 2 $1.2M
Girard Partners LTD. 0.12% No change 2 $1.2M
Lindbrook Capital, LLC 0.12% Add +100.0% 2 $1.2M
Nixon Peabody Trust Co. 0.11% New 2 $1.2M
ProVise Management Group, LLC 0.10% No change 2 $1.2M
BBR Partners, LLC 0.10% No change 2 $1.2M
Thomasville National Bank 0.10% No change 2 $1.2M
Schechter Investment Advisors, LLC 0.09% Add +100.0% 2 $1.2M
Rothschild Investment LLC 0.09% No change 2 $1.2M
Graypoint LLC 0.08% No change 2 $1.2M
GM Advisory Group, LLC 0.08% No change 2 $1.2M
Sabal Trust CO 0.07% No change 2 $1.2M
Ashton Thomas Private Wealth, LLC 0.07% No change 2 $1.2M
Bryn Mawr Trust Advisors, LLC 0.07% No change 2 $1.2M
Y-Intercept (Hong Kong) Ltd 0.07% Reduce -81.8% 2 $1.2M
Hirtle & Co., LLC 0.06% No change 2 $1.2M
Waldron Private Wealth LLC 0.05% No change 2 $1.2M
Merriman Wealth Management, LLC 0.05% New 2 $1.2M
First National Trust Co 0.05% No change 2 $1.2M
Schwartz Investment Counsel Inc. 0.05% No change 2 $1.2M
F/m Investments LLC 0.04% No change 2 $1.2M
Busey Bank 0.04% No change 2 $1.2M
Ritholtz Wealth Management 0.04% No change 2 $1.2M
Dynamic Advisor Solutions LLC 0.04% No change 2 $1.2M
Wealthcare Advisory Partners LLC 0.04% No change 2 $1.2M
First Horizon Advisors, Inc. 0.04% No change 2 $1.2M
Scharf Investments, LLC 0.03% No change 2 $1.2M
Diversified Trust Co. 0.03% No change 2 $1.2M
B. Riley Wealth Advisors, Inc. 0.03% New 2 $1.2M
First Financial Bankshares Inc 0.03% No change 2 $1.2M
Meitav Investment House Ltd. 0.02% No change 2 $1.2M
Rothschild & Co Wealth Management UK Ltd 0.02% No change 2 $1.2M
Pinnacle Associates Ltd. 0.02% No change 2 $1.2M
Beacon Pointe Advisors, LLC 0.01% No change 2 $1.2M
Banque Pictet & Cie SA 0.01% No change 2 $1.2M
Savant Capital, LLC 0.01% No change 2 $1.2M
Great Lakes Advisors, LLC 0.01% Add +100.0% 2 $1.2M
JARISLOWSKY, FRASER Ltd 0.01% No change 2 $1.2M
Nomura Asset Management Co. Ltd. 0.00% No change 2 $1.2M
Assetmark, Inc. 0.00% Add +100.0% 2 $1.2M
Long Road Investment Counsel, LLC 0.53% No change 2 $1.2M
Thomas Story & Son LLC 0.53% No change 2 $1.2M
Lee Danner & Bass Inc. 0.09% — 2 $1.2M
Neville Rodie & Shaw Inc. 0.09% Reduce -83.3% 2 $1.2M
Harvest Fund Management Co., Ltd 0.09% No change 2 $1.2M
Bollard Group LLC 0.03% No change 2 $1.2M
MML Investors Services, LLC 0.00% New 2 $1.2M
Boothe Investment Group, Inc. 0.57% No change 2 $1.2M
Tranquilli Financial Advisor LLC 0.82% No change 2 $1.2M
Harbour Capital Advisors, LLC 0.29% No change 2 $1.2M
Farther Finance Advisors, LLC 0.06% No change 2 $1.2M
Independent Family Office, LLC 0.70% Reduce -33.3% 2 $1.2M
Fiduciary Group, LLC 0.12% No change 2 $1.1M
Bryant Woods Investment Advisors, LLC 0.77% No change 2 $1.1M
Evergreen Wealth Management, LLC 0.68% No change 2 $1.0M
Focus Financial Network, Inc. 0.03% No change 1 $671K
Brookstone Capital Management 0.01% No change 1 $671K
Pallas Capital Advisors LLC 0.03% No change 1 $663K
Facet Wealth, Inc. 0.02% No change 1 $662K
Icon Wealth Advisors, LLC 0.06% No change 1 $659K
HBC Financial Services, PLLC 0.42% No change 1 $658K
Accurate Wealth Management, LLC 0.16% New 1 $653K
IHT Wealth Management, LLC 0.02% Reduce -50.0% 1 $648K
Fidelis Capital Partners, LLC 0.09% No change 1 $641K
Kercheville Advisors, LLC 0.28% No change 1 $634K
Integrated Investment Consultants, LLC 0.17% No change 1 $634K
McLean Asset Management Corp 0.20% No change 1 $623K
Tandem Capital Management Corp. 0.34% No change 1 $619K
Evoke Wealth, LLC 0.90% Reduce -80.0% 1 $612K
Cypress Capital Management LLC (WY) 0.66% No change 1 $612K
Wealthgarden F.S. LLC 0.64% — 1 $612K
Treynor Bancshares, Inc. 0.64% No change 1 $612K
Riverview Trust Co 0.58% No change 1 $612K
Farley Capital L.P. 0.55% No change 1 $612K
Copperleaf Capital, LLC 0.49% No change 1 $612K
Terra Nova Asset Management LLC 0.48% No change 1 $612K
American Institute for Advanced Investment Management, LLP 0.47% No change 1 $612K
Seven Mile Advisory 0.45% No change 1 $612K
Visionary Horizons, LLC 0.45% No change 1 $612K
Kampmann Melissa S. 0.45% No change 1 $612K
Lantern Wealth Advisors, LLC 0.44% No change 1 $612K
Advantage Trust Co 0.44% No change 1 $612K
Councilmark Asset Management, LLC 0.43% No change 1 $612K
Fortis Advisors, LLC 0.43% No change 1 $612K
FF Advisors,LLC 0.43% No change 1 $612K
Triton Financial Group Inc 0.43% No change 1 $612K
CoreFirst Bank & Trust 0.41% No change 1 $612K
Kapstone Financial Advisors LLC 0.40% No change 1 $612K
Regency Capital Management Inc.\DE 0.39% No change 1 $612K
Armstrong, Fleming & Moore, Inc 0.39% Reduce -66.7% 1 $612K
Matrix Private Capital Group LLC 0.38% No change 1 $612K
Novak & Powell Financial Services, Inc. 0.38% No change 1 $612K
Security National Bank of So Dak 0.37% No change 1 $612K
MN Wealth Advisors, LLC 0.36% No change 1 $612K
Legal Advantage Investments, Inc. 0.35% No change 1 $612K
Northstar Advisory Group, LLC 0.35% No change 1 $612K
Arcadia Wealth Management, LLC 0.35% No change 1 $612K
Capital Wealth Alliance, LLC 0.35% No change 1 $612K
Chronos Wealth Management, LLC 0.34% New 1 $612K
Three Seasons Wealth, LLC 0.34% No change 1 $612K
5th Street Advisors, LLC 0.32% No change 1 $612K
AAF Wealth Management, LLC 0.32% No change 1 $612K
Autumn Glory Partners, LLC 0.31% No change 1 $612K
Caldwell Sutter Capital, Inc. 0.30% No change 1 $612K
Pavion Blue Capital, LLC 0.30% No change 1 $612K
Hall Capital Management Co. Inc. 0.29% No change 1 $612K
Hyperion Capital Advisors LP 0.29% No change 1 $612K
Mma Asset Management LLC 0.29% No change 1 $612K
Hanover Advisors Inc. 0.27% No change 1 $612K
First Dallas Securities Inc. 0.27% No change 1 $612K
Murphy Pohlad Asset Management LLC 0.26% No change 1 $612K
Vance Wealth, LLC 0.25% No change 1 $612K
Congress Park Capital LLC 0.25% No change 1 $612K
jvl associates llc 0.25% No change 1 $612K
Colton Groome Financial Advisors, LLC 0.24% No change 1 $612K
Verity Asset Management, Inc. 0.24% No change 1 $612K
Gitterman Wealth Management, LLC 0.24% No change 1 $612K
Jeppson Wealth Management, LLC 0.23% No change 1 $612K
Oak Family Advisors, LLC 0.23% No change 1 $612K
360 Financial, Inc. 0.23% No change 1 $612K
Steamboat Capital Partners, LLC 0.22% No change 1 $612K
Nia Impact Advisors, LLC 0.22% No change 1 $612K
Atlas Brown,Inc. 0.22% No change 1 $612K
Parisi Gray Wealth Management 0.22% No change 1 $612K
Enterprise Bank & Trust Co 0.21% No change 1 $612K
D.B. Root & Company, LLC 0.21% No change 1 $612K
Barry Investment Advisors, LLC 0.21% No change 1 $612K
Vista Investment Partners LLC 0.20% No change 1 $612K
Carrera Capital Advisors 0.20% — 1 $612K
Annapolis Financial Services, LLC 0.20% No change 1 $612K
Brady Family Wealth, LLC 0.20% No change 1 $612K
Lorne Steinberg Wealth Management Inc. 0.20% No change 1 $612K
Source Financial Advisors LLC 0.19% No change 1 $612K
Madrona Financial Services, LLC 0.19% No change 1 $612K
New Capital Management LP 0.19% Reduce -50.0% 1 $612K
Advus Financial Partners, LLC 0.19% Reduce -75.0% 1 $612K
Timber Creek Capital Management LLC 0.18% No change 1 $612K
Rappaport Reiches Capital Management, LLC 0.18% No change 1 $612K
Monarch Capital Management Inc. 0.18% No change 1 $612K
Noble Family Wealth, LLC 0.18% No change 1 $612K
JFG Wealth Management, LLC 0.17% No change 1 $612K
Clare Market Investments LLC 0.17% No change 1 $612K
Financial Insights, Inc. 0.17% No change 1 $612K
GFG Capital, LLC 0.17% No change 1 $612K
Whalerock Point Partners, LLC 0.16% No change 1 $612K
Encompass Wealth Advisors, LLC 0.16% No change 1 $612K
Plimoth Trust Co. LLC 0.16% No change 1 $612K
Nvwm, LLC 0.16% No change 1 $612K
Convergence Financial, LLC 0.16% New 1 $612K
Concentric Wealth Management, LLC 0.16% No change 1 $612K
Chemistry Wealth Management LLC 0.16% No change 1 $612K
Versant Capital Management, Inc 0.15% No change 1 $612K
Milestone Asset Management, LLC 0.15% No change 1 $612K
Woodard & Co. Asset Management Group Inc. 0.15% No change 1 $612K
Cranbrook Wealth Management, LLC 0.15% No change 1 $612K
SC&H Financial Advisors, Inc. 0.15% No change 1 $612K
High Falls Advisors, Inc 0.15% No change 1 $612K
Cutter & CO Brokerage, Inc. 0.15% No change 1 $612K
United American Securities Inc. (d/b/a UAS Asset Management) 0.15% No change 1 $612K
Aspen Grove Capital, LLC 0.14% No change 1 $612K
Shorepoint Capital Partners LLC 0.14% No change 1 $612K
Iat Reinsurance Co. LTD. 0.14% No change 1 $612K
Perkins Coie Trust Co 0.14% No change 1 $612K
Hall Kathryn A. 0.14% No change 1 $612K
Black Swift Group, LLC 0.14% No change 1 $612K
Regatta Capital Group, LLC 0.13% No change 1 $612K
Sachem Hill LLC 0.13% Reduce -50.0% 1 $612K
Heron Bay Capital Management 0.13% No change 1 $612K
First Bank & Trust 0.12% No change 1 $612K
Schnieders Capital Management LLC 0.12% No change 1 $612K
Headinvest, LLC 0.12% No change 1 $612K
Amarillo National Bank 0.12% No change 1 $612K
Secure Asset Management, LLC 0.12% No change 1 $612K
Acorn Financial Advisory Services Inc. 0.11% No change 1 $612K
Seven Post Investment Office LP 0.11% No change 1 $612K
Harbor Advisors LLC 0.11% No change 1 $612K
Founders Capital Management, LLC 0.11% No change 1 $612K
Kavar Capital Partners Group, LLC 0.11% No change 1 $612K
Concord Wealth Partners 0.11% No change 1 $612K
Laurel Wealth Advisors LLC 0.11% Add +233.3% 100 $612K
Relyea Zuckerberg Hanson LLC 0.10% No change 1 $612K
Mayflower Financial Advisors, LLC 0.10% No change 1 $612K
Archford Capital Strategies, LLC 0.10% No change 1 $612K
Formidable Asset Management, LLC 0.10% No change 1 $612K
Mosaic Family Wealth Partners, LLC 0.10% No change 1 $612K
Financial Partners Group, Inc 0.10% No change 1 $612K
Alpine Woods Capital Investors, LLC 0.09% No change 1 $612K
Night Owl Capital Management, LLC 0.09% No change 1 $612K
McIlrath & Eck, LLC 0.09% No change 1 $612K
City Holding Co. 0.09% No change 1 $612K
Arbor Investment Advisors, LLC 0.09% No change 1 $612K
LGL Partners, LLC 0.09% New 1 $612K
Greatmark Investment Partners, Inc. 0.09% No change 1 $612K
Continuum Advisory, LLC 0.09% No change 1 $612K
JGP Wealth Management, LLC 0.09% No change 1 $612K
Insight Wealth Strategies, LLC 0.09% No change 1 $612K
Spirepoint Private Client, LLC 0.09% No change 1 $612K
Rodgers Brothers Inc. 0.08% New 1 $612K
Relative Value Partners Group, LLC 0.08% New 1 $612K
Lake Street Private Wealth, LLC 0.08% No change 1 $612K
Wealth Alliance, LLC 0.08% No change 1 $612K
Certified Advisory Corp 0.08% No change 1 $612K
Tanglewood Wealth Management, Inc. 0.08% New 1 $612K
United Bank 0.08% No change 1 $612K
Strategic Investment Advisors / MI 0.07% No change 1 $612K
Oxbow Advisors, LLC 0.07% No change 1 $612K
Waterloo Capital, L.P. 0.07% No change 1 $612K
Cypress Capital Group 0.07% No change 1 $612K
Means Investment Co., Inc. 0.07% No change 1 $612K
Nottingham Advisors, Inc. 0.07% No change 1 $612K
RMR Wealth Builders 0.07% No change 1 $612K
TRUE Private Wealth Advisors 0.07% No change 1 $612K
Crescent Grove Advisors, LLC 0.07% No change 1 $612K
Texas Capital Bank Wealth Management Services Inc 0.06% No change 1 $612K
Smith, Moore & Co. 0.06% No change 1 $612K
Forbes J M & Co. LLP 0.06% No change 1 $612K
Cozad Asset Management Inc. 0.06% No change 1 $612K
RVW Wealth, LLC 0.06% No change 1 $612K
Ledyard National Bank 0.06% No change 1 $612K
Greenwood Gearhart LLC 0.06% New 1 $612K
Galvin, Gaustad & Stein, LLC 0.06% No change 1 $612K
International Assets Investment Management, LLC 0.06% No change 1 $612K
Sfmg, LLC 0.05% No change 1 $612K
Shufro Rose & Co. LLC 0.05% New 1 $612K
Trust Point Inc. 0.05% No change 1 $612K
Beaumont Financial Advisors, LLC 0.05% No change 1 $612K
Courier Capital LLC 0.05% No change 1 $612K
Baldwin Wealth Partners LLC 0.05% No change 1 $612K
Cornerstone Wealth Management, LLC 0.05% No change 1 $612K
Simmons Bank 0.05% No change 1 $612K
Cadence Bank 0.05% No change 1 $612K
Alerus Financial NA 0.05% No change 1 $612K
Oakworth Capital, Inc. 0.04% No change 1 $612K
Norris Perne & French LLP 0.04% No change 1 $612K
BOK Financial Private Wealth, Inc. 0.04% No change 1 $612K
Fairholme Capital Management 0.04% No change 1 $612K
PFG Investments, LLC 0.04% Reduce -87.5% 1 $612K
Meeder Advisory Services, Inc. 0.04% No change 1 $612K
Willis Investment Counsel 0.04% No change 1 $612K
Dorsey & Whitney Trust CO LLC 0.04% No change 1 $612K
Klingman & Associates, LLC 0.04% No change 1 $612K
Lowe Brockenbrough & Co. Inc. 0.04% No change 1 $612K
First National Bank of Omaha 0.04% No change 1 $612K
Edgar Lomax Co. 0.04% No change 1 $612K
Alta Capital Management LLC/ 0.04% No change 1 $612K
Flagship Harbor Advisors, LLC 0.04% Reduce -50.0% 1 $612K
Rice Hall James & Associates, LLC 0.04% No change 1 $612K
Csenge Advisory Group 0.03% No change 1 $612K
Index Fund Advisors, Inc. 0.03% No change 1 $612K
BLB&B Advisors, LLC 0.03% No change 1 $612K
Trust Co. of Vermont 0.03% No change 1 $612K
Johnson Financial Group, Inc. 0.03% No change 1 $612K
St Germain D J Co. Inc. 0.03% No change 1 $612K
First Western Trust Bank 0.03% No change 1 $612K
Mgo One Seven LLC 0.03% No change 1 $612K
CX Institutional 0.03% No change 1 $612K
Donaldson Capital Management, LLC 0.03% No change 1 $612K
Cary Street Partners Investment Advisory LLC 0.02% No change 1 $612K
Independent Financial Group, LLC 0.02% New 1 $612K
Wilmington Savings Fund Society, FSB 0.02% No change 1 $612K
Burney Co./ 0.02% No change 1 $612K
Ameritas Advisory Services, LLC 0.02% No change 1 $612K
NorthRock Partners, LLC 0.02% No change 1 $612K
MassMutual Private Wealth & Trust, FSB 0.02% No change 1 $612K
Bleakley Financial Group, LLC 0.02% No change 1 $612K
Great Valley Advisor Group, Inc. 0.02% No change 1 $612K
Pure Financial Advisors, LLC 0.02% No change 1 $612K
Bailard, Inc. 0.02% No change 1 $612K
Forvis Mazars Wealth Advisors, LLC 0.02% No change 1 $612K
Composition Wealth, LLC 0.01% No change 1 $612K
Curi Capital, LLC 0.01% No change 1 $612K
Steadfast Capital Management LP 0.01% No change 1 $612K
Kingsview Wealth Management, LLC 0.01% No change 1 $612K
Dakota Wealth Management 0.01% No change 1 $612K
Simplicity Wealth,LLC 0.01% No change 1 $612K
Davis R M Inc. 0.01% No change 1 $612K
Clarkston Capital Partners, LLC 0.01% No change 1 $612K
Flputnam Investment Management Co. 0.01% No change 1 $612K
Horizon Kinetics Asset Management LLC 0.01% No change 1 $612K
LGT Group Foundation 0.01% No change 1 $612K
Integrated Wealth Concepts LLC 0.01% No change 1 $612K
Welch & Forbes LLC 0.01% No change 1 $612K
Brandes Investment Partners, LP 0.01% No change 1 $612K
Orion Porfolio Solutions, LLC 0.01% No change 1 $612K
Orion Portfolio Solutions, LLC 0.01% No change 1 $612K
AE Wealth Management LLC 0.01% New 1 $612K
Capital Group Private Client Services, Inc. 0.01% No change 1 $612K
Fort Washington Investment Advisors Inc. 0.00% No change 1 $612K
Los Angeles Capital Management LLC 0.00% No change 1 $612K
Baron Capital (BAMCO) 0.00% No change 1 $612K
Mitsubishi UFJ Trust & Banking Corp 0.00% No change 1 $612K
Assenagon Asset Management S.A. 0.00% New 1 $612K
Jones Financial Companies LLLP 0.00% No change 1 $612K
Schroder Investment Management Group 0.00% No change 1 $612K
Quaker Capital Investments, LLC 0.20% No change 100 $612K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 1 $612K
Federation des caisses Desjardins du Quebec 0.00% No change 1 $612K
Trust Co of Kansas 0.32% No change 1 $612K
Stonebridge Capital Management Inc. 0.26% No change 1 $612K
Hendley & Co. Inc. 0.22% No change 1 $612K
Shikiar Asset Management Inc. 0.18% No change 1 $612K
Sierra Capital LLC 0.08% No change 1 $612K
Capital Advisors, Ltd. LLC 0.08% No change 1 $612K
Beach Investment Counsel Inc. 0.08% Reduce -66.7% 1 $612K
LVM Capital Management Ltd. 0.07% No change 1 $612K
Wendell David Associates Inc. 0.06% No change 1 $612K
Fairfax Financial Holdings 0.05% No change 1 $612K
Arete Wealth Advisors, LLC 0.05% New 1 $612K
Appleton Partners Inc. 0.05% No change 1 $612K
Thoroughbred Financial Services, LLC 0.04% New 1 $612K
Leavell Investment Management, Inc. 0.03% No change 1 $612K
Waters Parkerson & Co., LLC 0.03% No change 1 $612K
Analyst IMS Investment Management Services Ltd. 0.03% No change 1 $612K
Beutel, Goodman & Co Ltd. 0.00% No change 1 $612K
Lazard Asset Management LLC 0.00% New 1 $612K
Westend Capital Management, LLC 0.21% No change 1 $610K
TD Waterhouse Canada Inc. 0.01% Reduce -93.8% 1 $610K
Eagle Harbor Asset Management Inc. 0.44% No change 1,017 $414K

"% 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.