Berkshire Hathaway Inc. Class ABRK.A

13F holders, Q3 2024 (September 30)
1,039holders +7
37new positions
33sold out
15famous investors
$567680.33avg. 13F price*

At the end of Q3 2024, 1,039 institutions reported holding Berkshire Hathaway Inc. Class A (BRK.A) in their 13F filings, up 7 from Q2 2024. 37 opened new positions and 33 sold out. The largest holders were FMR LLC ($23.1B), First Manhattan Co. Llc. ($10.2B) and Norges Bank ($6.1B). 15 famous investors held it, including Chris Bloomstran (14.8% of Semper Augustus Investments's portfolio), Tom Russo (14.5% 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions37$919.4M
Exits33$759.6M

All 13F filers, Q2 2024 → Q3 2024: 19,173 shares bought and 17,564 shares sold, net +1,609 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,039 holders

FMR LLC 1.41% Add +0.1% 33,462 $23.1B
First Manhattan Co. Llc. 30.11% Reduce -2.1% 14,689 $10.2B
Norges Bank 0.85% Add +22.5% 8,805 $6.1B
Vanguard Group Inc. 0.05% Add +3.8% 3,811 $2.6B
Gardner Russo & Quinn 14.51% Reduce -3.3% 2,045 $1.4B
Pflug Koory, LLC 87.34% — 1,900 $1.3B
HighTower Advisors, LLC 1.93% Add +1.8% 1,891 $1.3B
Davis Selected Advisers 6.27% Reduce -11.7% 1,617 $1.1B
Everett Harris & Co. 12.10% Reduce -0.5% 1,408 $973.2M
PNC Financial Services Group, Inc. 0.52% Reduce -2.3% 1,172 $810.1M
Morgan Stanley 0.06% Reduce -1.4% 1,154 $797.6M
Hikari Tsushin, Inc. 55.31% No change 1,127 $779.0M
Markel Group 6.93% No change 1,114 $770.0M
Paralel Advisors LLC 31.04% No change 1,028 $710.5M
US Bancorp \de 0.82% Reduce -0.1% 926 $640.0M
First Eagle Investment Management, LLC 1.31% No change 919 $635.2M
Graham Holdings Co Master Retirement Trust 86.30% No change 829 $573.0M
BlackRock, Inc. 0.01% — 821 $567.5M
Bank of America Corp. 0.05% Reduce -2.0% 814 $562.6M
Hikari Power Ltd 44.95% No change 783 $541.2M
California Public Employees Retirement System 0.35% Reduce -0.1% 715 $494.2M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 5.89% No change 700 $483.8M
Swedbank AB 0.56% Reduce -23.2% 637 $440.3M
Virtu Financial LLC 23.77% New 624 $431.3M
Tweedy, Browne Co LLC 18.58% Reduce -13.5% 564 $389.8M
Legal & General Group Plc 0.09% Reduce -3.4% 513 $354.6M
Clearbridge Investments, LLC 0.28% Reduce -15.1% 507 $350.4M
Summit Asset Management, LLC 39.52% Reduce -16.7% 500 $345.6M
Graham Holdings Co 35.34% No change 422 $291.7M
State Street Corp. 0.01% Add +11.6% 413 $285.5M
Bridges Investment Management Inc. 3.90% Reduce -1.5% 404 $279.2M
O'shaughnessy Asset Management, LLC 2.45% Add +0.3% 401 $274.7M
Fayez Sarofim & Co 0.67% Add +5.2% 382 $264.0M
Allen Holding Inc. 27.81% No change 373 $257.8M
Punch Card Management L.P. 72.10% No change 349 $241.2M
Armstrong Henry H Associates Inc. 21.38% Reduce -0.9% 323 $223.3M
Bank of New York Mellon Corp 0.04% Add +4.5% 302 $208.7M
Silver Lake Advisory, LLC 46.15% No change 300 $207.4M
Royal Bank of Canada 0.05% Reduce -6.0% 298 $206.0M
Corient Private Wealth LP 0.32% Add +5929.8% 9,105 $203.2M
Pathstone Holdings, LLC 0.89% Reduce -70.9% 289 $199.7M
Northern Trust Corp. 0.03% Reduce -8.7% 285 $197.0M
Canton Hathaway, LLC 48.66% No change 282 $194.9M
WS Management LLLP 15.78% Reduce -1.5% 257 $177.6M
Nordwand Advisors, LLC 42.92% Add +34.9% 232 $160.4M
Brown Brothers Harriman & Co. 1.04% Reduce -6.7% 222 $153.4M
WINTON GROUP Ltd 10.51% No change 217 $150.0M
UMB Bank, n.a. 2.30% Reduce -0.5% 214 $147.9M
Rede Wealth, LLC 55.77% New 211 $145.8M
Brown Advisory Inc. 0.18% Add +11.9% 207 $143.1M
Timucuan Asset Management Inc. 4.24% Reduce -3.8% 202 $139.6M
J. W. Coons Advisors, LLC 25.72% No change 200 $138.2M
Asset Management Group, Inc. 19.53% No change 200 $138.2M
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV 9.58% No change 200 $138.2M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +1.6% 195 $134.8M
Goldman Sachs Group Inc. 0.03% Add +9.0% 194 $134.1M
Susquehanna International Group, LLP 0.23% Add +124.7% 191 $132.0M
American Century Companies Inc. 0.07% No change 179 $123.7M
Cable Hill Partners, LLC 11.15% No change 164 $113.4M
Burgundy Asset Management Ltd. 1.10% Reduce -0.6% 161 $111.3M
HSBC Holdings PLC 0.07% Reduce -21.2% 160 $110.5M
Arrowstreet Capital, Limited Partnership 0.09% Add +41.4% 157 $108.5M
Commonwealth Equity Services, LLC 0.16% Reduce -18.6% 157 $108.5M
Auto-Owners Insurance Co 2.64% No change 156 $107.8M
Gabelli Funds LLC 0.77% Reduce -3.8% 153 $105.8M
Bank of Montreal 0.05% No change 151 $103.6M
Wells Fargo & Company 0.02% Reduce -4.7% 142 $98.3M
UBS Group AG 0.03% Reduce -14.5% 142 $98.1M
Neuberger Berman Group LLC 0.07% Add +6.1% 139 $96.1M
Pinnacle Bancorp, Inc. 25.13% No change 136 $94.0M
Royal London Asset Management Ltd. 0.23% Add +1.5% 136 $94.0M
Raymond James & Associates 0.06% Reduce -3.5% 136 $94.0M
Stifel Financial Corp. 0.10% Add +0.8% 135 $93.3M
Ruane, Cunniff & Goldfarb L.P. 1.45% Reduce -2.9% 134 $92.6M
Hartline Investment Corp./ 11.47% No change 133 $91.9M
Mill Capital Management, LLC 7.19% Reduce -7.6% 133 $91.9M
Van Lanschot Kempen Investment Management N.V. 0.92% No change 130 $89.9M
Semper Augustus Investments 14.84% Reduce -0.8% 127 $87.8M
Vontobel Holding Ltd. 0.28% Reduce -0.8% 127 $87.8M
CI Investments Inc. 0.33% Reduce -3.9% 125 $86.4M
JPMorgan Chase & Co. 0.01% Reduce -2.3% 125 $86.4M
Franklin Resources Inc. 0.02% Add +38.2% 123 $84.3M
Davis Asset Management, L.P. 3.32% No change 120 $82.9M
State of Michigan Retirement System 0.40% No change 116 $80.2M
Well Done, LLC 14.27% Reduce -1.7% 113 $78.1M
Mirabella Financial Services LLP 4.39% Add +115.4% 112 $77.4M
General American Investors Co. Inc. 5.28% No change 110 $76.0M
Northwestern University 86.90% Reduce -17.7% 107 $74.0M
Sumitomo Mitsui Trust Group, Inc. 0.05% Add +1.0% 105 $72.6M
Pegasus Asset Management, Inc. 20.92% No change 100 $69.1M
Integral Investment Advisors, Inc. 18.83% New 100 $69.1M
Artemis Wealth Advisors, LLC 10.87% No change 100 $69.1M
Iron Gate Global Advisors LLC 9.66% New 100 $69.1M
Stanley-Laman Group, Ltd. 8.85% No change 100 $69.1M
Diversified Portfolios, Inc. 7.21% Reduce -50.0% 100 $69.1M
Garner Asset Management Corp 23.68% No change 100 $69.1M
X-Square Capital, LLC 23.35% No change 100 $69.1M
Professional Advisory Services Inc. 8.32% No change 100 $69.1M
Hollencrest Capital Management 2.71% No change 95 $65.7M
Douglass Winthrop Advisors, LLC 1.25% No change 95 $65.7M
Fenimore Asset Management Inc 1.29% Reduce -13.9% 93 $64.3M
Baird Financial Group, Inc. 0.12% No change 91 $62.9M
Ninety One SA (Pty) Ltd 13.65% No change 91 $62.5M
Chou Associates Management Inc. 40.12% No change 90 $62.2M
Victory Capital Management Inc. 0.06% Add +1.1% 90 $62.2M
Bank Pictet & Cie (Europe) AG 1.45% No change 89 $61.5M
State of Wisconsin Investment Board 0.15% New 84 $58.1M
Choreo, LLC 0.84% No change 84 $57.5M
I.G.Y. Ltd 24.68% No change 81 $56.0M
LPL Financial LLC 0.03% Add +19.1% 81 $56.0M
Eastern Bank 0.99% New 80 $55.3M
Cresset Asset Management, LLC 0.21% Reduce -2.5% 78 $53.9M
RBF Capital, LLC 2.69% No change 76 $52.5M
Wilmington Savings Fund Society, FSB 0.93% Add +7400.0% 75 $51.8M
Greenlea Lane Capital Management, LLC 14.89% No change 71 $49.1M
Segment Wealth Management, LLC 3.37% No change 71 $49.1M
Migdal Insurance & Financial Holdings Ltd. 0.78% No change 70 $48.4M
Hamilton Point Investment Advisors, LLC 8.73% No change 70 $48.4M
Blair William & Co. 0.14% Add +1.5% 68 $47.0M
Tiaa Trust, National Association 0.14% No change 66 $45.6M
Whittier Trust Co. 0.60% No change 65 $44.9M
D.A. Davidson & Co. 0.37% Reduce -3.0% 65 $44.3M
Banque Pictet & Cie SA 0.44% Add +3100.0% 64 $44.2M
B. Metzler seel. Sohn & Co. Holding AG 0.43% — 63 $43.5M
B. Metzler seel. Sohn & Co. AG 0.43% No change 63 $43.5M
Ameriprise Financial Inc. 0.01% Reduce -12.7% 62 $42.9M
Kelleher Financial Advisors 15.28% No change 58 $40.1M
Summit Street Capital Management, LLC 14.31% No change 58 $40.1M
Qube Research & Technologies Ltd 0.07% No change 58 $40.1M
Truist Financial Corp. 0.06% Reduce -17.1% 58 $40.1M
Crewe Advisors LLC 4.49% No change 56 $38.7M
Crestwood Advisors Group, LLC 0.74% No change 56 $38.7M
Lincoln Capital LLC 8.04% No change 55 $38.0M
Toronto Dominion Bank 0.06% No change 53 $36.6M
Hutner Capital Management Inc. 17.89% No change 52 $35.9M
Farmers & Merchants Investments Inc. 1.12% Add +2.0% 52 $35.9M
Pinnacle Financial Partners Inc 0.72% Reduce -13.3% 52 $35.9M
Silicon Valley Community Foundation 1.49% No change 51 $35.3M
Elkhorn Partners Limited Partnership 22.21% No change 50 $34.6M
SWF LLC 11.53% No change 50 $34.6M
Security National Bank 4.70% No change 50 $34.6M
Quantinno Capital Management LP 0.45% Add +4.2% 50 $34.6M
Captrust Financial Advisors 0.10% Add +6.7% 48 $33.2M
CIBC Private Wealth Group LLC 0.06% Add +92.0% 48 $33.2M
Hi-Line Capital Management, LLC 15.96% Reduce -11.3% 47 $32.5M
Shayne & Jacobs, LLC 8.15% No change 47 $32.5M
Lanark Financial, Inc. 2.73% Add +2.2% 47 $32.5M
Pitcairn Co. 1.84% No change 45 $31.1M
Cannell & Spears LLC 0.61% Reduce -8.2% 45 $31.1M
Peapack Gladstone Financial Corp. 0.43% No change 43 $29.7M
M&T Bank Corp 0.10% Reduce -17.6% 42 $29.0M
Charles Schwab Investment Management Inc. 0.01% Add +100.0% 42 $29.0M
Allen Operations LLC 4.77% No change 41 $28.3M
GAMCO Investors 0.29% Reduce -4.7% 41 $28.3M
Glenmede Trust Co. NA 0.14% Reduce -6.8% 41 $28.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Add +28.1% 41 $28.3M
Whittier Trust Co. of Nevada Inc. 0.71% No change 40 $27.6M
Mesirow Financial Investment Management, Inc. 0.53% Add +42.9% 40 $27.6M
Avalon Trust Co 1.99% Add +2.6% 39 $27.0M
Utah Retirement Systems 0.30% No change 39 $27.0M
Aberdeen Group plc 0.05% Add +39.3% 39 $27.0M
Janney Montgomery Scott LLC 0.07% No change 38 $26.3M
First Citizens Bank & Trust Co. 0.58% No change 38 $26.3M
Haverford Trust Co 0.26% No change 38 $26.3M
Hardy Reed LLC 2.23% No change 36 $24.9M
Ieq Capital, LLC 0.31% Reduce -5.3% 36 $24.9M
Cambridge Investment Research Advisors, Inc. 0.08% Reduce -2.7% 36 $24.9M
Bislett Management, LLC 16.20% No change 35 $24.2M
Granite FO LLC 13.69% No change 35 $24.2M
Southeast Asset Advisors, LLC 2.68% No change 35 $24.2M
Barr E S & Co. 1.51% No change 35 $24.2M
Silvercrest Asset Management Group LLC 0.16% Add +2.9% 35 $24.2M
FineMark National Bank & Trust 0.82% Add +9.7% 34 $23.5M
HM Payson & Co. 0.40% No change 34 $23.5M
Shelter Mutual Insurance Co 5.59% No change 34 $23.4M
General Partner, Inc. 14.17% No change 33 $22.8M
Drive Wealth Management, LLC 5.94% No change 33 $22.8M
AMG National Trust Bank 0.62% No change 33 $22.8M
BNP Paribas Financial Markets 0.02% Reduce -10.8% 33 $22.8M
Bessemer Group Inc. 0.04% Reduce -5.9% 32 $22.1M
Union Savings Bank 10.84% No change 32 $22.1M
BigSur Wealth Management LLC 6.09% No change 32 $22.1M
Hennessy Advisors Inc. 0.71% Reduce -8.6% 32 $22.1M
Circle Wealth Management, LLC 0.49% No change 32 $22.1M
Raymond James Trust N.A. 0.48% No change 32 $22.1M
Mariner, LLC 0.04% No change 32 $22.1M
Brighton Jones LLC 0.81% No change 31 $21.4M
Locust Wood Capital Advisers, LLC 0.75% Reduce -13.9% 31 $21.4M
Marex Group Ltd 0.49% Reduce -3.1% 31 $21.4M
7G Capital Management, LLC 8.93% No change 30 $20.7M
Laurel Wealth Advisors LLC 3.33% Reduce -70.0% 30 $20.7M
Check Capital Management Inc. 1.48% No change 30 $20.7M
Stock Yards Bank & Trust Co. 0.67% No change 30 $20.7M
Williams Jones Wealth Management, LLC. 0.24% No change 30 $20.7M
Aquamarine Capital (Aquamarine Zurich) 7.26% No change 30 $20.7M
Harvey Investment Co. LLC 2.34% No change 30 $20.7M
Onex Canada Asset Management Inc. 2.35% Reduce -3.3% 29 $20.0M
Regions Financial Corp. 0.14% Add +7.4% 29 $20.0M
Silverleafe Capital Partners, LLC 6.84% No change 28 $19.4M
Wealth Enhancement Advisory Services, LLC 0.04% Reduce -3.5% 28 $19.4M
Connable Office Inc. 1.88% Add +8.0% 27 $18.7M
Choate Investment Advisors 0.48% No change 27 $18.7M
Cerity Partners LLC 0.04% Add +12.5% 27 $18.7M
AQR Capital Management 0.03% No change 27 $18.7M
Mill Creek Capital Advisors, LLC 0.43% Reduce -10.3% 26 $18.0M
GTS Securities LLC 0.36% Add +30.0% 26 $18.0M
HB Wealth Management, LLC 0.19% Add +4.0% 26 $18.0M
Raymond James Financial Services Advisors, Inc. 0.02% Add +8.3% 26 $18.0M
Focus Partners Wealth 0.06% Reduce -64.0% 152 $17.3M
DHK Financial Advisors, Inc. 10.59% No change 25 $17.3M
Private Management Group Inc. 0.61% No change 25 $17.3M
Sapient Capital LLC 0.35% No change 25 $17.3M
Comerica Bank 0.07% No change 25 $17.3M
Fifth Third Bancorp 0.06% No change 25 $17.3M
Alliancebernstein L.P. 0.01% Add +4.2% 25 $17.3M
Pittenger & Anderson Inc. 0.63% No change 26 $16.8M
NINE MASTS CAPITAL Ltd 8.36% New 24 $16.6M
Hemenway Trust Co LLC 1.31% New 24 $16.6M
DAVENPORT & Co LLC 0.10% No change 24 $16.6M
Arlington Partners LLC 6.22% No change 23 $15.9M
Lawson Kroeker Investment Management Inc. 2.90% No change 23 $15.9M
Soditic Asset Management LLP 15.46% No change 22 $15.2M
JRM Investment Counsel, LLC 5.57% No change 22 $15.2M
Saybrook Capital 4.29% Reduce -31.3% 22 $15.2M
Brandywine Trust Co. 2.27% No change 22 $15.2M
Ashford Capital Management Inc. 1.90% No change 22 $15.2M
Texas Yale Capital Corp. 0.66% No change 22 $15.2M
Cullen/Frost Bankers, Inc. 0.21% No change 22 $15.2M
Matthew 25 Management Corp 4.87% Reduce -4.5% 21 $14.5M
LexAurum Advisors, LLC 3.22% No change 21 $14.5M
Gibson Capital, LLC 2.96% No change 21 $14.5M
Zuckerman Investment Group, LLC 1.49% No change 21 $14.5M
First Nebraska Trust Co 1.41% No change 21 $14.5M
Kestra Advisory Services, LLC 0.08% Reduce -8.7% 21 $14.5M
Smithfield Trust Co 0.71% No change 21 $14.5M
Round Rock Advisors LLC 3.23% No change 20 $13.8M
Park National Corp. 0.48% No change 20 $13.8M
Concurrent Investment Advisors, LLC 0.41% Reduce -4.8% 20 $13.8M
Rhumbline Advisers 0.01% No change 20 $13.8M
Center for Financial Planning, Inc. 1.78% No change 19 $13.1M
National Philanthropic Trust 0.24% No change 19 $13.1M
T. Rowe Price Associates Inc. 0.00% No change 18 $12.4M
Simon Quick Advisors, LLC 0.79% No change 18 $12.4M
Western Wealth Management, LLC 0.71% New 18 $12.4M
Howland Capital Management LLC 0.54% No change 18 $12.4M
Greenleaf Trust 0.11% No change 18 $12.4M
Private Advisor Group, LLC 0.08% Reduce -14.3% 18 $12.4M
Commerce Bank 0.08% Add +5.9% 18 $12.4M
Cetera Investment Advisers 0.03% Reduce -5.3% 18 $12.4M
Citigroup Inc. 0.01% No change 18 $12.4M
Ar Asset Management Inc. 2.80% No change 18 $12.4M
HRT Financial LP 0.06% Reduce -51.4% 18 $12.4M
SG Americas Securities, LLC 0.05% Add +500.0% 18 $12.4M
Arthur M. Cohen & Associates, LLC 2.23% No change 18 $12.3M
Amundi 0.00% Add +20.0% 18 $12.2M
NorthCoast Asset Management LLC 0.08% Add +170.6% 46 $11.8M
Cahill Wealth Management, LLC 6.06% New 17 $11.8M
America First Investment Advisors, LLC 2.64% Reduce -5.6% 17 $11.8M
Keystone Financial Group 1.51% No change 17 $11.8M
Financial Counselors Inc. 0.17% No change 17 $11.8M
Modera Wealth Management, LLC 0.15% No change 17 $11.8M
Rathbones Group PLC 0.06% Add +6.3% 17 $11.8M
King Luther Capital Management Corp. 0.05% No change 17 $11.8M
Northwestern Mutual Wealth Management Co. 0.01% No change 17 $11.8M
Deutsche Bank AG 0.00% No change 17 $11.8M
WoodTrust Financial Corp 1.67% No change 17 $11.8M
Obermeyer Wealth Partners 0.60% Reduce -5.3% 18 $11.2M
CPA Asset Management Group, LLC 5.34% Add +9900.0% 1,600 $11.1M
First National Advisers, LLC 1.76% No change 16 $11.1M
Epoch Investment Partners, Inc. 0.05% No change 16 $11.1M
CIBC Asset Management Inc 0.04% Add +6.7% 16 $11.1M
Lazard Freres Gestion S.A.S. 0.23% Add +33.3% 16 $11.1M
Fiduciary Counselling Inc. 26.52% No change 15 $10.4M
Global Financial Private Client, LLC 4.04% No change 15 $10.4M
Essex Bank 2.59% No change 15 $10.4M
Wallace Capital Management Inc. 1.40% No change 15 $10.4M
Rossmore Private Capital 1.28% No change 15 $10.4M
Carret Asset Management, LLC 1.12% No change 15 $10.4M
Clough Capital Partners L P 1.06% No change 15 $10.4M
LMCG Investments, LLC 0.62% No change 15 $10.4M
Yacktman Asset Management 0.11% Add +7.1% 15 $10.4M
Connor, Clark & Lunn Investment Management Ltd. 0.05% Reduce -16.7% 15 $10.4M
K.J. Harrison & Partners Inc 1.48% No change 14 $9.8M
M. Kulyk & Associates, LLC 1.95% No change 14 $9.7M
Aviance Capital Partners, LLC 1.28% No change 14 $9.7M
Traphagen Investment Advisors LLC 0.98% No change 14 $9.7M
Baader Bank Aktiengesellschaft 0.82% No change 14 $9.7M
Spinnaker Trust 0.60% Add +7.7% 14 $9.7M
Valeo Financial Advisors, LLC 0.28% No change 14 $9.7M
NewEdge Wealth, LLC 0.17% No change 14 $9.7M
NewEdge Advisors, LLC 0.06% No change 14 $9.7M
Aviva PLC 0.03% No change 14 $9.7M
Scotia Capital Inc. 0.05% Reduce -7.1% 13 $9.7M
Weik Capital Management 3.63% No change 13 $9.0M
Strata Wealth Advisors, LLC 2.89% No change 13 $9.0M
Carolinas Wealth Consulting LLC 1.63% No change 13 $9.0M
Baker Ellis Asset Management LLC 1.27% No change 13 $9.0M
Griffin Asset Management, Inc. 1.01% No change 13 $9.0M
CENTRAL TRUST Co 0.21% No change 13 $9.0M
Evercore Wealth Management, LLC 0.13% Add +8.3% 13 $9.0M
Bartlett & Co. Wealth Management LLC 0.13% No change 13 $9.0M
DF Dent & Co. Inc. 0.11% No change 13 $9.0M
Pacifica Capital Investments, LLC 3.08% No change 13 $9.0M
Ingalls & Snyder LLC 0.35% No change 13 $9.0M
LGT Fund Management Co Ltd. 0.92% No change 13 $8.9M
Pangea Capital Gestao de Recursos Ltda. 6.43% No change 12 $8.3M
Prairie Sky Financial Group LLC 4.71% No change 12 $8.3M
Cornell Pochily Investment Advisors, Inc. 2.88% No change 12 $8.3M
Puzo Michael J 2.17% No change 12 $8.3M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.03% No change 12 $8.3M
Keel Point, LLC 0.69% No change 12 $8.3M
Compass Capital Management, Inc. 0.53% No change 12 $8.3M
Smith Chas P & Associates Pa Cpas 0.47% No change 12 $8.3M
Apollon Wealth Management, LLC 0.23% No change 12 $8.3M
Bahl & Gaynor LLC 0.04% Add +9.1% 12 $8.3M
LM Advisors LLC 1.56% No change 11 $7.6M
Virginia Wealth Management Group, Inc. 4.77% Add +10.0% 11 $7.6M
Schulhoff & Co. Inc. 3.17% No change 11 $7.6M
Pecaut & Co. 2.70% Reduce -8.3% 11 $7.6M
Northstar Asset Management Inc. 1.87% No change 11 $7.6M
Aire Advisors, LLC 1.68% Reduce -8.3% 11 $7.6M
Arkadios Wealth Advisors 0.43% Add +266.7% 11 $7.6M
Montag A & Associates Inc. 0.36% No change 11 $7.6M
Citizens Financial Group Inc. 0.15% Reduce -62.1% 11 $7.6M
Sterling Capital Management LLC 0.10% — 11 $7.6M
Rwa Wealth Partners, LLC 0.09% No change 11 $7.6M
Huntington National Bank 0.07% No change 11 $7.6M
Point72 Asset Management 0.03% Add +266.7% 11 $7.6M
Manufacturers Life Insurance Company, The 0.01% No change 11 $7.6M
Essex Financial Services, Inc. 0.50% No change 10 $6.9M
Sierra Capital LLC 0.82% Add +900.0% 10 $6.9M
Courant Investment Management LLC 5.81% No change 10 $6.9M
Enterprise Financial Services Corp 4.03% No change 10 $6.9M
Naman Capital Ltda 2.65% No change 10 $6.9M
Atlanta Consulting Group Advisors, LLC 1.72% Reduce -54.5% 10 $6.9M
Oliver Luxxe Assets LLC 1.24% No change 10 $6.9M
Fort Point Capital Partners LLC 0.87% No change 10 $6.9M
Barton Investment Management 0.86% No change 10 $6.9M
Cidel Asset Management Inc. 0.49% Reduce -99.9% 10 $6.9M
Aspiriant, LLC 0.26% No change 10 $6.9M
Carnegie Investment Counsel 0.20% No change 10 $6.9M
Cassaday & Co Wealth Management LLC 0.20% No change 10 $6.9M
Glenview Trust Co 0.13% No change 10 $6.9M
Fiduciary Trust Co 0.10% No change 10 $6.9M
CW Advisors, LLC 0.09% Add +42.9% 10 $6.9M
Allen Investment Management, LLC 0.08% No change 10 $6.9M
London Co. of Virginia 0.04% No change 10 $6.9M
Osaic Holdings, Inc. 0.02% Reduce -9.1% 30 $6.9M
Beddow Capital Management Inc. 2.64% No change 9 $6.2M
Birinyi Associates Inc. 1.79% No change 9 $6.2M
Cibc World Market Inc. 0.01% Reduce -10.0% 9 $6.2M
Weil Company, Inc. 2.04% No change 9 $6.2M
Walter & Keenan Wealth Management LLC /in/ 1.89% No change 9 $6.2M
Sanders Morris Harris LLC 1.03% No change 9 $6.2M
Nations Financial Group Inc, /Ia/ 0.45% No change 9 $6.2M
Mogy Joel R Investment Counsel Inc. 0.38% No change 9 $6.2M
Venture Visionary Partners LLC 0.28% Reduce -18.2% 9 $6.2M
Argent Trust Co 0.26% No change 9 $6.2M
Klingenstein Fields & Co. LP 0.25% No change 9 $6.2M
Caprock Group, LLC 0.23% No change 9 $6.2M
Clifford Swan Investment Counsel LLC 0.22% No change 9 $6.2M
Wealthcare Advisory Partners LLC 0.18% Add +350.0% 9 $6.2M
Moneta Group Investment Advisors LLC 0.09% No change 9 $6.2M
Atria Wealth Solutions, Inc. 0.07% No change 9 $6.2M
Gotham Asset Management 0.06% New 9 $6.2M
Envestnet Asset Management Inc. 0.00% Add +50.0% 9 $6.2M
JTC Employer Solutions Trustee Ltd 0.41% No change 9 $6.2M
Country Club Bank 0.41% No change 9 $6.2M
Sittner & Nelson, LLC 2.47% No change 8 $5.5M
Louisbourg Investments Inc. 1.40% No change 8 $5.5M
Northstar Group, Inc. 1.01% No change 8 $5.5M
Caldwell Trust Co 0.58% No change 8 $5.5M
Washington Trust Bank 0.53% No change 8 $5.5M
Beese Fulmer Investment Management, Inc. 0.47% No change 8 $5.5M
1900 Wealth Management LLC 0.47% No change 8 $5.5M
Sage Mountain Advisors LLC 0.47% No change 8 $5.5M
Equitable Trust Co. 0.35% No change 8 $5.5M
Oxford Financial Group, LTD. LLC 0.35% No change 8 $5.5M
Edge Capital Group, LLC 0.25% Reduce -33.3% 8 $5.5M
Independent Advisor Alliance 0.20% Reduce -20.0% 8 $5.5M
Parallel Advisors, LLC 0.13% No change 8 $5.5M
Beck Mack & Oliver LLC 0.11% No change 8 $5.5M
Ballentine Partners, LLC 0.09% Add +33.3% 8 $5.5M
Bradley Foster & Sargent Inc. 0.09% No change 8 $5.5M
Stephens Inc. 0.08% No change 8 $5.5M
Barclays PLC 0.00% Reduce -77.8% 8 $5.5M
Van Hulzen Asset Management, LLC 0.40% No change 8 $5.5M
South Dakota Investment Council 0.11% No change 8 $5.5M
Russell Investments Group, Ltd. 0.01% Reduce -52.9% 8 $5.5M
Calydon Capital 0.80% No change 8 $4.9M
Black Point Wealth Management 5.61% No change 7 $4.8M
Durante & Waters, LLC 4.06% No change 7 $4.8M
Sterling Investment Management, LLC 3.67% No change 7 $4.8M
Security National Bank of Sioux City Iowa 2.95% No change 7 $4.8M
SRH Advisors, LLC 1.47% No change 7 $4.8M
Iowa State Bank 0.99% No change 7 $4.8M
SOA Wealth Advisors, LLC. 0.92% No change 7 $4.8M
Dimension Capital Management LLC 0.91% No change 7 $4.8M
Mraz, Amerine & Associates, Inc. 0.88% No change 7 $4.8M
Alpine Bank Wealth Management 0.77% — 7 $4.8M
Graves Light Lenhart Wealth, Inc. 0.59% Reduce -53.3% 7 $4.8M
Parthenon LLC 0.58% No change 7 $4.8M
Intrust Bank NA 0.48% No change 7 $4.8M
Principle Wealth Partners LLC 0.34% No change 7 $4.8M
Transcend Capital Advisors, LLC 0.32% No change 7 $4.8M
EverSource Wealth Advisors, LLC 0.31% Add +133.3% 7 $4.8M
Main Street Research LLC 0.30% No change 7 $4.8M
Grandfield & Dodd, LLC 0.29% Reduce -58.8% 7 $4.8M
Nicholas Hoffman & Company, LLC. 0.20% Reduce -12.5% 7 $4.8M
Bragg Financial Advisors, Inc 0.20% No change 7 $4.8M
Giverny Capital 0.18% No change 7 $4.8M
Robertson Stephens Wealth Management, LLC 0.18% No change 7 $4.8M
Prospera Financial Services Inc 0.12% Add +16.7% 7 $4.8M
Summit Trail Advisors, LLC 0.12% No change 7 $4.8M
Old National Bancorp 0.11% No change 7 $4.8M
Tocqueville Asset Management L.P. 0.08% No change 7 $4.8M
Oppenheimer & Co. Inc. 0.07% No change 7 $4.8M
MAI Capital Management 0.05% No change 7 $4.8M
Steward Partners Investment Advisory, LLC 0.04% Reduce -22.2% 7 $4.8M
Avantax Advisory Services, Inc. 0.03% No change 7 $4.8M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -12.5% 7 $4.8M
Creative Planning 0.00% Add +40.0% 7 $4.8M
Invesco Ltd. 0.00% No change 7 $4.8M
Cascade Financial Partners, LLC 0.52% No change 6 $4.2M
RMR Capital Management, LLC 3.53% No change 6 $4.1M
Epacria Capital Partners, LLC 2.84% No change 6 $4.1M
Avondale Wealth Management 2.70% No change 6 $4.1M
Murphy, Middleton, Hinkle & Parker, Inc. 2.23% No change 6 $4.1M
KP Management LLC 1.46% No change 6 $4.1M
Cadent Capital Advisors, LLC 1.41% No change 6 $4.1M
Roberts Glore & Co. Inc. 1.20% No change 6 $4.1M
Coastal Bridge Advisors, LLC 1.03% No change 6 $4.1M
Northside Capital Management, LLC 0.65% No change 6 $4.1M
Insigneo Advisory Services, LLC 0.42% No change 6 $4.1M
Avenir Corp. 0.42% No change 6 $4.1M
Cardiff Park Advisors, LLC 0.37% No change 501 $4.1M
Schaper Benz & Wise Investment Counsel Inc. 0.33% No change 6 $4.1M
Aureus Asset Management, LLC 0.27% No change 6 $4.1M
Blackhill Capital Inc. 0.24% No change 6 $4.1M
Daymark Wealth Partners, LLC 0.18% No change 6 $4.1M
First Foundation Advisors 0.16% No change 6 $4.1M
Ferguson Wellman Capital Management, Inc. 0.08% No change 6 $4.1M
Waverly Advisors, LLC 0.08% No change 6 $4.1M
Mairs & Power Inc. 0.04% No change 6 $4.1M
Westwood Holdings Group Inc. 0.03% No change 6 $4.1M
National Bank of Canada 0.01% No change 6 $4.1M
Citadel Advisors 0.00% Reduce -64.7% 6 $4.1M
Millennium Management 0.00% Add +50.0% 6 $4.1M
Beaton Management Co. Inc. 2.10% No change 6 $4.1M
Barlow Wealth Partners, LLC 0.53% Reduce -14.3% 6 $4.1M
HighPoint Advisor Group LLC 0.24% Reduce -14.3% 6 $4.1M
Am Investment Strategies LLC 0.84% No change 5 $3.5M
Meritage Portfolio Management 0.21% No change 5 $3.5M
Capricorn Fund Managers Ltd 2.35% No change 5 $3.5M
Absolute Capital Management, LLC 2.05% No change 5 $3.5M
Whitford Management LLC 1.96% No change 5 $3.5M
Intelligent Financial Strategies 1.90% Add +150.0% 5 $3.5M
Allie Family Office LLC 1.86% No change 5 $3.5M
Bond & Devick Financial Network, Inc. 1.48% No change 5 $3.5M
Zullo Investment Group, Inc. 1.43% No change 5 $3.5M
Valley Forge Investment Consultants Inc. Adv 1.21% No change 5 $3.5M
Total Clarity Wealth Management, Inc. 1.11% No change 5 $3.5M
Hilltop National Bank 1.05% No change 5 $3.5M
Schwarz Dygos Wheeler Investment Advisors LLC 0.86% No change 5 $3.5M
Citizens National Bank Trust Department 0.73% Reduce -50.0% 5 $3.5M
First National Bank & Trust Co. of Newtown 0.66% No change 5 $3.5M
Rbo & Co. LLC 0.55% No change 5 $3.5M
Foundation Resource Management Inc. 0.53% No change 5 $3.5M
American National Bank & Trust 0.41% No change 5 $3.5M
Amplius Wealth Advisors, LLC 0.38% No change 5 $3.5M
MV Capital Management, Inc. 0.37% Add +66.7% 5 $3.5M
Pine Ridge Advisers LLC 0.34% No change 5 $3.5M
Narwhal Capital Management 0.31% No change 5 $3.5M
Jacobi Capital Management LLC 0.26% No change 5 $3.5M
Hills Bank & Trust Co 0.26% No change 5 $3.5M
NBT Bank, N.A. 0.23% No change 5 $3.5M
First Interstate Bank 0.21% No change 5 $3.5M
McKinley Carter Wealth Services, Inc. 0.21% No change 5 $3.5M
Osterweis Capital Management Inc. 0.21% No change 5 $3.5M
Gladstone Institutional Advisory LLC 0.17% Reduce -16.7% 5 $3.5M
WASHINGTON TRUST Co 0.12% No change 5 $3.5M
Ameritas Investment Partners, Inc. 0.11% Reduce -16.7% 5 $3.5M
Prio Wealth Limited Partnership 0.10% No change 5 $3.5M
Benjamin Edwards Inc. 0.05% New 5 $3.5M
Confluence Investment Management LLC 0.05% No change 5 $3.5M
Atria Investments, Inc 0.04% No change 5 $3.5M
Fiera Capital Corp 0.01% No change 5 $3.5M
Bank of Nova Scotia 0.01% Reduce -37.5% 5 $3.5M
Janus Henderson Group PLC 0.00% Add +66.7% 5 $3.5M
BNP Paribas 0.14% No change 5 $3.4M
Mutual Advisors, LLC 0.10% No change 5 $3.4M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 5 $3.4M
Vista Capital Partners, Inc. 0.36% Reduce -0.5% 6,706 $3.1M
Financial Management Network Inc. 0.58% No change 4 $2.8M
RK Asset Management, LLC 2.13% No change 4 $2.8M
Ulland Investment Advisors, LLC 2.06% No change 4 $2.8M
Wintrust Investments LLC 2.05% No change 4 $2.8M
Mosaic Financial Group, LLC 1.96% No change 4 $2.8M
University of Maryland Foundation, Inc. 1.96% No change 4 $2.8M
Santa Monica Partners LP 1.63% No change 4 $2.8M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.43% No change 4 $2.8M
Sentinel Trust Co. Lba 0.31% Reduce -20.0% 4 $2.8M
Gsa Capital Partners LLP 0.21% Reduce -42.9% 4 $2.8M
Advisors Capital Management, LLC 0.05% No change 4 $2.8M
Muirfield Wealth Advisors LLC 2.35% No change 4 $2.8M
Kennon-Green & Company, LLC 2.30% No change 4 $2.8M
Bright Financial Advisors, Inc. 1.76% No change 4 $2.8M
Helios Capital Management Pte. Ltd. 1.70% No change 4 $2.8M
Black Diamond Capital Management, L.L.C. 1.64% No change 4 $2.8M
Fogel Capital Management, Inc. 1.43% No change 4 $2.8M
Fortress Wealth Management, Inc. 1.38% No change 4 $2.8M
Gibraltar Capital Management, Inc. 1.24% No change 4 $2.8M
Lumbard & Kellner, LLC 1.22% No change 4 $2.8M
NWK Group, Inc. 1.13% New 4 $2.8M
Bourne Lent Asset Management Inc. 1.05% No change 4 $2.8M
Court Place Advisors, LLC 0.81% No change 4 $2.8M
Canvas Wealth Advisors, LLC 0.76% No change 4 $2.8M
Turim 21 Investimentos Ltda. 0.76% No change 4 $2.8M
M&R Capital Management Inc. 0.61% No change 4 $2.8M
First Personal Financial Services 0.58% No change 4 $2.8M
Beverly Hills Private Wealth, LLC 0.56% No change 4 $2.8M
Manitou Investment Management Ltd. 0.53% No change 4 $2.8M
CHICAGO TRUST Co NA 0.50% No change 4 $2.8M
Hendershot Investments Inc. 0.38% No change 4 $2.8M
Baxter Bros Inc. 0.36% No change 4 $2.8M
Johnson Financial Group, LLC 0.34% No change 4 $2.8M
Argent Financial Group, Inc. 0.33% — 6 $2.8M
Coastline Trust Co 0.32% No change 4 $2.8M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.27% No change 4 $2.8M
CORDA Investment Management, LLC. 0.22% No change 4 $2.8M
North Star Investment Management Corp. 0.19% No change 4 $2.8M
Parsons Capital Management Inc. 0.18% No change 4 $2.8M
Venturi Wealth Management, LLC 0.14% No change 4 $2.8M
Avior Wealth Management, LLC 0.11% No change 4 $2.8M
Spire Wealth Management 0.09% No change 4 $2.8M
Florida Trust Wealth Management Co 0.09% No change 4 $2.8M
World Investment Advisors 0.09% No change 4 $2.8M
NorthCrest Asset Manangement, LLC 0.08% No change 4 $2.8M
Palisade Capital Management, LP 0.08% No change 4 $2.8M
Evoke Wealth, LLC 0.08% Add +300.0% 4 $2.8M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.07% No change 4 $2.8M
SpiderRock Advisors, LLC 0.06% Reduce -50.0% 4 $2.8M
Kestra Private Wealth Services, LLC 0.05% No change 4 $2.8M
Crawford Investment Counsel Inc. 0.05% No change 4 $2.8M
Clearstead Advisors, LLC 0.04% No change 4 $2.8M
Sequoia Financial Advisors, LLC 0.03% No change 4 $2.8M
EP Wealth Advisors, LLC 0.02% No change 4 $2.8M
United Capital Financial Advisors, LLC 0.02% No change 4 $2.8M
Lido Advisors, LLC 0.02% No change 4 $2.8M
Aristotle Capital Management, LLC 0.01% No change 4 $2.8M
1832 Asset Management L.P. 0.00% No change 4 $2.8M
Dodge & Cox 0.00% No change 4 $2.8M
Dimensional Fund Advisors LP 0.00% No change 4 $2.8M
DekaBank Deutsche Girozentrale 0.01% Reduce -50.0% 4 $2.7M
Asset Allocation & Management Company, LLC 1.30% No change 3 $2.1M
First PREMIER Bank 0.52% No change 3 $2.1M
Boston Family Office LLC 0.14% No change 3 $2.1M
Boston Common Asset Management, LLC 0.05% No change 3 $2.1M
Cwm, LLC 0.01% Reduce -50.0% 3 $2.1M
Thrivent Financial for Lutherans 0.00% Reduce -50.0% 3 $2.1M
Eschler Asset Management LLP 3.10% No change 3 $2.1M
American Alpha Advisors, LLC 1.94% — 3 $2.1M
Investidor Profissional Gestao de Recursos Ltda. 1.86% Reduce -62.5% 3 $2.1M
Hoese & Co LLP 1.74% No change 3 $2.1M
Exchange Bank 1.70% No change 3 $2.1M
Fortitude Advisory Group L.L.C. 1.31% No change 3 $2.1M
Wealth Advisors of Iowa, LLC 1.06% Reduce -99.9% 3 $2.1M
Chelsea Counsel Co. 1.02% No change 3 $2.1M
Maltin Wealth Management, Inc. 1.01% No change 3 $2.1M
Kings Path Partners LLC 0.87% No change 3 $2.1M
East Coast Asset Management, LLC. 0.69% Reduce -25.0% 3 $2.1M
First International Bank & Trust 0.66% Add +50.0% 3 $2.1M
Hurlow Wealth Management Group, Inc. 0.65% No change 3 $2.1M
Childress Capital Advisors, LLC 0.56% No change 3 $2.1M
Bank of New Hampshire 0.52% No change 3 $2.1M
Retirement Solution LLC 0.51% New 3 $2.1M
HFR Wealth Management, LLC 0.50% No change 3 $2.1M
Edmonds Duncan Registered Investment Advisors, LLC 0.45% No change 3 $2.1M
Bremer Bank National Association 0.39% No change 3 $2.1M
Fourpath Capital Management, LLC 0.38% No change 3 $2.1M
Fort Sheridan Advisors LLC 0.31% No change 3 $2.1M
Inscription Capital, LLC 0.31% No change 3 $2.1M
Parkside Financial Bank & Trust 0.29% No change 3 $2.1M
Gryphon Financial Partners LLC 0.29% No change 3 $2.1M
Middleton & Co. Inc. 0.23% No change 3 $2.1M
Knollwood Investment Advisory, LLC 0.22% No change 3 $2.1M
Webster Bank, N. A. 0.22% No change 3 $2.1M
Marks Group Wealth Management, Inc 0.20% No change 3 $2.1M
XML Financial, LLC 0.19% No change 3 $2.1M
BTC Capital Management, Inc. 0.18% No change 3 $2.1M
Vicus Capital 0.18% No change 3 $2.1M
Edgemoor Investment Advisors, Inc. 0.18% No change 3 $2.1M
Plante Moran Financial Advisors, LLC 0.18% No change 3 $2.1M
Foster Dykema Cabot & Partners, LLC 0.17% Reduce -40.0% 3 $2.1M
FAS Wealth Partners, Inc. 0.17% No change 3 $2.1M
Cyndeo Wealth Partners, LLC 0.14% No change 3 $2.1M
Americana Partners, LLC 0.14% No change 3 $2.1M
Zhang Financial LLC 0.13% No change 3 $2.1M
Stratos Wealth Advisors, LLC 0.10% No change 3 $2.1M
J.W. Cole Advisors, Inc. 0.09% No change 3 $2.1M
First Merchants Corp. 0.08% No change 3 $2.1M
CreativeOne Wealth, LLC 0.07% New 3 $2.1M
Boston Financial Mangement LLC 0.06% No change 3 $2.1M
Associated Banc-Corp 0.06% No change 3 $2.1M
Chicago Capital, LLC 0.06% No change 3 $2.1M
AlTi Global, Inc. 0.05% No change 3 $2.1M
Merit Financial Group, LLC 0.05% No change 3 $2.1M
Capital Investment Advisors, LLC 0.04% No change 3 $2.1M
Stratos Wealth Partners, LTD. 0.03% No change 3 $2.1M
Erste Asset Management GmbH 0.02% No change 3 $2.1M
Yousif Capital Management, LLC 0.02% No change 3 $2.1M
Johnson Investment Counsel Inc. 0.02% No change 3 $2.1M
Boston Trust Walden Corp 0.01% No change 3 $2.1M
Flossbach Von Storch SE 0.01% No change 3 $2.1M
Edgewood Management LLC 0.01% No change 3 $2.1M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3 $2.1M
Jane Street Group, LLC 0.00% Reduce -57.1% 3 $2.1M
Prudential Financial Inc. 0.00% No change 3 $2.1M
Acadian Asset Management LLC 0.01% No change 3 $2.1M
Jones Financial Companies LLLP 0.00% Add +200.0% 3 $2.1M
Independent Family Office, LLC 1.03% Add +50.0% 3 $2.1M
Berkshire Asset Management LLC 0.09% No change 3 $1.8M
English Capital Management LLC 1.17% Add +58066.7% 3,490 $1.6M
Phillips Wealth Planners LLC 1.34% No change 2 $1.4M
44 Wealth Management LLC 0.49% — 2 $1.4M
Wiser Advisor Group LLC 2.06% No change 2 $1.4M
NorthLanding Financial Partners, LLC 1.37% No change 2 $1.4M
Aldebaran Capital, LLC 1.26% No change 2 $1.4M
Lewis Asset Management, LLC 1.01% Reduce -33.3% 2 $1.4M
Financial Alternatives, Inc 0.97% No change 2 $1.4M
Stephenson & Company, Inc. 0.94% No change 2 $1.4M
Tranquilli Financial Advisor LLC 0.87% No change 2 $1.4M
Brooks, Moore & Associates, Inc. 0.82% No change 2 $1.4M
Lagoda Investment Management, L.P. 0.79% No change 2 $1.4M
Orleans Capital Management Corp. 0.79% New 200 $1.4M
Melone Private Wealth, LLC 0.73% Reduce -33.3% 2 $1.4M
Sterling Group Wealth Management, LLC 0.73% No change 2 $1.4M
Wealth Quarterback LLC 0.72% No change 2 $1.4M
Bryant Woods Investment Advisors, LLC 0.70% No change 2 $1.4M
Landmark Wealth Management, Inc. 0.69% No change 2 $1.4M
Wimmer Associates 1, LLC 0.68% No change 2 $1.4M
Bantamac Capital, LLC 0.67% No change 2 $1.4M
Omnia Family Wealth, LLC 0.59% No change 2 $1.4M
StrongBox Wealth, LLC 0.59% No change 2 $1.4M
Seneca House Advisors 0.58% No change 2 $1.4M
Creative Capital Management Investments LLC 0.58% No change 2 $1.4M
Kaye Capital Management 0.55% No change 2 $1.4M
Benson Investment Management Company, Inc. 0.55% No change 2 $1.4M
Excalibur Management Corp. 0.53% No change 2 $1.4M
Clayton Financial Group LLC 0.52% No change 2 $1.4M
Jackson, Grant Investment Advisers, Inc. 0.52% No change 2 $1.4M
Seven Springs Wealth Group, LLC 0.51% No change 2 $1.4M
Snider Financial Group 0.51% No change 2 $1.4M
Interchange Capital Partners, LLC 0.49% No change 2 $1.4M
Bill Few Associates, Inc. 0.49% No change 2 $1.4M
Flagstone Financial Management 0.46% No change 2 $1.4M
Highline Wealth Partners LLC 0.46% No change 2 $1.4M
Family Legacy, Inc. 0.46% No change 2 $1.4M
Abound Wealth Management 0.46% No change 2 $1.4M
S.E.E.D. Planning Group LLC 0.46% No change 2 $1.4M
Regimen Wealth, LLC 0.45% No change 2 $1.4M
Centurion Wealth Management LLC 0.44% — 2 $1.4M
Permit Capital, LLC 0.43% No change 2 $1.4M
Carr Financial Group Corp 0.41% No change 2 $1.4M
WealthBridge Capital Management, LLC 0.40% No change 2 $1.4M
Scott Capital Advisors, LLC 0.39% No change 2 $1.4M
WR Wealth Planners, LLC 0.38% No change 2 $1.4M
Cornerstone Wealth Advisors, Inc. 0.38% No change 2 $1.4M
True North Advisors, LLC 0.36% No change 2 $1.4M
Harvey Capital Management Inc. 0.35% No change 2 $1.4M
Clearstead Trust, LLC 0.33% No change 2 $1.4M
Burke & Herbert Bank & Trust Co. 0.32% No change 2 $1.4M
Regent Peak Wealth Advisors LLC 0.32% No change 2 $1.4M
Northwest Investment Counselors, LLC 0.31% No change 2 $1.4M
Sage Rhino Capital LLC 0.31% No change 2 $1.4M
Key Financial Inc 0.31% No change 2 $1.4M
Herold Advisors, Inc. 0.30% No change 2 $1.4M
Wealth Alliance Advisory Group, LLC 0.29% No change 2 $1.4M
Citizens Business Bank 0.28% No change 2 $1.4M
Bellecapital International Ltd. 0.28% Reduce -80.0% 2 $1.4M
Allied Investment Advisors, LLC 0.27% No change 2 $1.4M
CRA Financial Services, LLC 0.25% No change 2 $1.4M
DORCHESTER WEALTH MANAGEMENT Co 0.25% No change 2 $1.4M
Human Investing LLC 0.25% No change 2 $1.4M
Sargent Investment Group, LLC 0.25% No change 2 $1.4M
Wellington Shields Capital Management, LLC 0.24% No change 2 $1.4M
Kelman-Lazarov, Inc. 0.24% No change 2 $1.4M
Cadinha & Co. LLC 0.24% No change 2 $1.4M
Cardinal Point Capital Management ULC 0.23% No change 2 $1.4M
Ironwood Investment Counsel, LLC 0.23% No change 2 $1.4M
Cohen Capital Management, Inc. 0.22% No change 2 $1.4M
Parker Investment Management, LLC 0.22% No change 2 $1.4M
Premier Path Wealth Partners, LLC 0.22% No change 2 $1.4M
Biglari Capital Corp. 0.21% No change 2 $1.4M
Capital Investment Counsel, Inc 0.20% New 2 $1.4M
Trust Co. of Toledo NA 0.19% No change 2 $1.4M
Portland Global Advisors LLC 0.17% No change 2 $1.4M
Sheets Smith Wealth Management 0.17% No change 2 $1.4M
Manchester Capital Management LLC 0.16% No change 2 $1.4M
Fiducient Advisors LLC 0.16% No change 2 $1.4M
Harbour Trust & Investment Management Co 0.16% No change 2 $1.4M
Keeley-Teton Advisors, LLC 0.15% No change 2 $1.4M
CapWealth Advisors, LLC 0.15% No change 2 $1.4M
Schwerin Boyle Capital Management Inc. 0.14% No change 2 $1.4M
Atom Investors LP 0.14% No change 2 $1.4M
Quent Capital, LLC 0.14% No change 2 $1.4M
Fiduciary Group, LLC 0.14% No change 2 $1.4M
Rational Advisors, Inc. 0.14% No change 2 $1.4M
Harbor Investment Advisory, LLC 0.14% No change 2 $1.4M
Taurus Asset Management, LLC 0.13% No change 2 $1.4M
Brandywine Oak Private Wealth LLC 0.13% No change 2 $1.4M
Canandaigua National Bank & Trust Co. 0.13% No change 2 $1.4M
Capital Investment Advisory Services, LLC 0.13% No change 2 $1.4M
Penobscot Investment Management Company, Inc. 0.12% No change 2 $1.4M
TCV Trust & Wealth Management, Inc. 0.12% No change 2 $1.4M
Lindbrook Capital, LLC 0.12% No change 2 $1.4M
KMG Fiduciary Partners, LLC 0.12% No change 2 $1.4M
Sound View Wealth Advisors Group, LLC 0.11% No change 2 $1.4M
ProVise Management Group, LLC 0.11% No change 2 $1.4M
Thomasville National Bank 0.10% No change 2 $1.4M
BOK Financial Private Wealth, Inc. 0.10% Add +100.0% 2 $1.4M
UNIVEST FINANCIAL Corp 0.09% New 2 $1.4M
Rothschild Investment LLC 0.09% No change 2 $1.4M
Graypoint LLC 0.09% No change 2 $1.4M
GM Advisory Group, LLC 0.08% No change 2 $1.4M
Arvest Bank Trust Division 0.08% — 2 $1.4M
Sabal Trust CO 0.08% No change 2 $1.4M
Bryn Mawr Trust Advisors, LLC 0.07% No change 2 $1.4M
Ashton Thomas Private Wealth, LLC 0.07% No change 2 $1.4M
Hirtle & Co., LLC 0.07% No change 2 $1.4M
First Western Trust Bank 0.06% Add +100.0% 2 $1.4M
Waldron Private Wealth LLC 0.06% No change 2 $1.4M
Merriman Wealth Management, LLC 0.06% No change 2 $1.4M
First National Trust Co 0.05% No change 2 $1.4M
Farther Finance Advisors, LLC 0.05% No change 2 $1.4M
Schwartz Investment Counsel Inc. 0.05% No change 2 $1.4M
Busey Bank 0.05% No change 2 $1.4M
Ritholtz Wealth Management 0.04% No change 2 $1.4M
Dynamic Advisor Solutions LLC 0.04% No change 2 $1.4M
First Horizon Advisors, Inc. 0.04% No change 2 $1.4M
Scharf Investments, LLC 0.04% No change 2 $1.4M
Diversified Trust Co. 0.03% No change 2 $1.4M
First Financial Bankshares Inc 0.03% No change 2 $1.4M
Meitav Investment House Ltd. 0.02% No change 2 $1.4M
Rothschild & Co Wealth Management UK Ltd 0.02% No change 2 $1.4M
Synovus Financial Corp. 0.02% Reduce -33.3% 2 $1.4M
Beacon Pointe Advisors, LLC 0.02% No change 2 $1.4M
Great Lakes Advisors, LLC 0.01% No change 2 $1.4M
Savant Capital, LLC 0.01% No change 2 $1.4M
JARISLOWSKY, FRASER Ltd 0.01% No change 2 $1.4M
Nomura Asset Management Co. Ltd. 0.00% No change 2 $1.4M
Assetmark, Inc. 0.00% No change 2 $1.4M
Assenagon Asset Management S.A. 0.00% Add +100.0% 2 $1.4M
Boothe Investment Group, Inc. 0.63% No change 2 $1.4M
Thomas Story & Son LLC 0.56% No change 2 $1.4M
Long Road Investment Counsel, LLC 0.55% No change 2 $1.4M
Neville Rodie & Shaw Inc. 0.10% No change 2 $1.4M
Lee Danner & Bass Inc. 0.10% No change 2 $1.4M
Bollard Group LLC 0.04% No change 2 $1.4M
MML Investors Services, LLC 0.01% No change 2 $1.4M
Harvest Fund Management Co., Ltd 0.08% No change 2 $1.4M
F/m Investments LLC 0.04% No change 2 $1.4M
LGT Group Foundation 0.02% Add +100.0% 2 $1.4M
B. Riley Wealth Advisors, Inc. 0.04% No change 2 $1.4M
Harbour Capital Advisors, LLC 0.32% No change 2 $1.4M
Blue Trust, Inc. 0.02% No change 2 $1.2M
Pinnacle Associates Ltd. 0.02% No change 2 $1.1M
Net Worth Advisory Group 0.23% — 1 $772K
Evergreen Wealth Management, LLC 0.46% Reduce -50.0% 1 $762K
Continuum Advisory, LLC 0.09% No change 1 $701K
Alpine Woods Capital Investors, LLC 0.12% No change 1 $700K
McLean Asset Management Corp 0.21% No change 1 $694K
Accurate Wealth Management, LLC 0.14% No change 1 $694K
Diversify Advisory Services, LLC 0.04% New 1 $693K
Csenge Advisory Group 0.04% No change 1 $692K
Fidelis Capital Partners, LLC 0.08% No change 1 $691K
Federation des caisses Desjardins du Quebec 0.00% No change 1 $691K
Cypress Capital Management LLC (WY) 0.75% No change 1 $691K
Treynor Bancshares, Inc. 0.71% No change 1 $691K
Wealthgarden F.S. LLC 0.67% No change 1 $691K
Farley Capital L.P. 0.61% No change 1 $691K
Riverview Trust Co 0.61% No change 1 $691K
Copperleaf Capital, LLC 0.53% No change 1 $691K
Terra Nova Asset Management LLC 0.51% No change 1 $691K
American Institute for Advanced Investment Management, LLP 0.49% No change 1 $691K
Kampmann Melissa S. 0.49% No change 1 $691K
Tilia Fiduciary Partners, Inc. 0.48% New 1 $691K
Lantern Wealth Advisors, LLC 0.48% No change 1 $691K
Councilmark Asset Management, LLC 0.46% No change 1 $691K
Visionary Horizons, LLC 0.46% No change 1 $691K
Seven Mile Advisory 0.46% No change 1 $691K
Fortis Advisors, LLC 0.45% No change 1 $691K
Triton Financial Group Inc 0.44% No change 1 $691K
McCarter Private Wealth Services LLC 0.44% — 1 $691K
Objective Capital Management, LLC 0.41% — 1 $691K
Armstrong, Fleming & Moore, Inc 0.40% No change 1 $691K
Capital Wealth Alliance, LLC 0.40% No change 1 $691K
Novak & Powell Financial Services, Inc. 0.40% No change 1 $691K
CoreFirst Bank & Trust 0.40% No change 1 $691K
Matrix Private Capital Group LLC 0.40% No change 1 $691K
MN Wealth Advisors, LLC 0.39% No change 1 $691K
Legal Advantage Investments, Inc. 0.38% No change 1 $691K
Regency Capital Management Inc.\DE 0.38% No change 1 $691K
Tandem Capital Management Corp. 0.36% No change 1 $691K
Arcadia Wealth Management, LLC 0.36% No change 1 $691K
Three Seasons Wealth, LLC 0.36% No change 1 $691K
BlueChip Wealth Advisors LLC 0.36% New 100 $691K
Chronos Wealth Management, LLC 0.36% No change 1 $691K
Northstar Advisory Group, LLC 0.36% No change 1 $691K
TCFG Wealth Management, LLC 0.35% — 1 $691K
AAF Wealth Management, LLC 0.35% No change 1 $691K
5th Street Advisors, LLC 0.34% No change 1 $691K
PCA Investment Advisory Services Inc. 0.33% New 1 $691K
Hyperion Capital Advisors LP 0.32% No change 1 $691K
Caldwell Sutter Capital, Inc. 0.32% No change 1 $691K
Pavion Blue Capital, LLC 0.32% No change 1 $691K
Kercheville Advisors, LLC 0.29% No change 1 $691K
Hanover Advisors Inc. 0.29% No change 1 $691K
First Dallas Securities Inc. 0.29% No change 1 $691K
Kensington Investment Counsel, LLC 0.29% New 1 $691K
Gitterman Wealth Management, LLC 0.29% No change 1 $691K
Murphy Pohlad Asset Management LLC 0.29% No change 1 $691K
jvl associates llc 0.27% No change 1 $691K
Autumn Glory Partners, LLC 0.27% No change 1 $691K
Eagle Bay Advisors LLC 0.27% Reduce -66.7% 1 $691K
Vance Wealth, LLC 0.26% No change 1 $691K
Verity Asset Management, Inc. 0.26% No change 1 $691K
Colton Groome Financial Advisors, LLC 0.26% No change 1 $691K
Congress Park Capital LLC 0.26% No change 1 $691K
360 Financial, Inc. 0.26% No change 1 $691K
Oak Family Advisors, LLC 0.25% No change 1 $691K
Jeppson Wealth Management, LLC 0.25% No change 1 $691K
Atlas Brown,Inc. 0.24% No change 1 $691K
Westend Capital Management, LLC 0.24% No change 1 $691K
Indiana Trust & Investment Management Co 0.24% New 1 $691K
Nia Impact Advisors, LLC 0.23% No change 1 $691K
Parisi Gray Wealth Management 0.23% No change 1 $691K
D.B. Root & Company, LLC 0.23% No change 1 $691K
Enterprise Bank & Trust Co 0.22% No change 1 $691K
Vista Investment Partners LLC 0.22% No change 1 $691K
Quaker Capital Investments, LLC 0.22% Reduce -99.0% 1 $691K
Steamboat Capital Partners, LLC 0.22% No change 1 $691K
Barry Investment Advisors, LLC 0.21% No change 1 $691K
Brady Family Wealth, LLC 0.21% No change 1 $691K
Annapolis Financial Services, LLC 0.20% No change 1 $691K
Source Financial Advisors LLC 0.20% No change 1 $691K
Windsor Capital Management, LLC 0.20% New 1 $691K
Lorne Steinberg Wealth Management Inc. 0.20% No change 1 $691K
Advus Financial Partners, LLC 0.20% No change 1 $691K
Timber Creek Capital Management LLC 0.19% No change 1 $691K
Madrona Financial Services, LLC 0.19% No change 1 $691K
JFG Wealth Management, LLC 0.19% No change 1 $691K
Monarch Capital Management Inc. 0.19% No change 1 $691K
Noble Family Wealth, LLC 0.19% No change 1 $691K
Rappaport Reiches Capital Management, LLC 0.18% No change 1 $691K
Clare Market Investments LLC 0.18% No change 1 $691K
Nvwm, LLC 0.18% No change 1 $691K
Plimoth Trust Co. LLC 0.17% No change 1 $691K
Encompass Wealth Advisors, LLC 0.17% No change 1 $691K
Iat Reinsurance Co. LTD. 0.17% No change 1 $691K
Whalerock Point Partners, LLC 0.17% No change 1 $691K
Carrera Capital Advisors 0.17% No change 1 $691K
Concentric Wealth Management, LLC 0.17% Add +9900.0% 100 $691K
United American Securities Inc. (d/b/a UAS Asset Management) 0.17% No change 1 $691K
Chemistry Wealth Management LLC 0.17% No change 1 $691K
High Falls Advisors, Inc 0.16% No change 1 $691K
Cranbrook Wealth Management, LLC 0.16% No change 1 $691K
Versant Capital Management, Inc 0.16% No change 1 $691K
Shorepoint Capital Partners LLC 0.16% No change 1 $691K
Cutter & CO Brokerage, Inc. 0.16% No change 1 $691K
Milestone Asset Management, LLC 0.16% No change 1 $691K
Woodard & Co. Asset Management Group Inc. 0.16% No change 1 $691K
Perkins Coie Trust Co 0.15% No change 1 $691K
Aspen Grove Capital, LLC 0.15% No change 1 $691K
Black Swift Group, LLC 0.15% No change 1 $691K
SC&H Financial Advisors, Inc. 0.15% No change 1 $691K
Integrated Investment Consultants, LLC 0.15% No change 1 $691K
Heron Bay Capital Management 0.15% No change 1 $691K
Hall Kathryn A. 0.14% No change 1 $691K
Sachem Hill LLC 0.14% No change 1 $691K
Regatta Capital Group, LLC 0.13% No change 1 $691K
Schnieders Capital Management LLC 0.13% No change 1 $691K
First Bank & Trust 0.13% No change 1 $691K
Headinvest, LLC 0.13% No change 1 $691K
Oarsman Capital, Inc. 0.13% Reduce -50.0% 1 $691K
Amarillo National Bank 0.13% No change 1 $691K
Evolution Wealth Advisors, LLC 0.12% Reduce -50.0% 1 $691K
Acorn Financial Advisory Services Inc. 0.12% No change 1 $691K
Founders Capital Management, LLC 0.12% No change 1 $691K
Secure Asset Management, LLC 0.12% No change 1 $691K
Eagle Rock Investment Company, LLC 0.12% New 1 $691K
Harbor Advisors LLC 0.12% No change 1 $691K
Concord Wealth Partners 0.12% No change 1 $691K
Lake Street Private Wealth, LLC 0.11% No change 1 $691K
Formidable Asset Management, LLC 0.11% No change 1 $691K
Kavar Capital Partners Group, LLC 0.11% No change 1 $691K
Relyea Zuckerberg Hanson LLC 0.11% No change 1 $691K
Seven Post Investment Office LP 0.10% No change 1 $691K
Mayflower Financial Advisors, LLC 0.10% No change 1 $691K
Mosaic Family Wealth Partners, LLC 0.10% No change 1 $691K
Financial Partners Group, Inc 0.10% No change 1 $691K
Lee Financial Co 0.10% New 1 $691K
LGL Partners, LLC 0.10% No change 1 $691K
City Holding Co. 0.10% No change 1 $691K
Night Owl Capital Management, LLC 0.09% No change 1 $691K
Greatmark Investment Partners, Inc. 0.09% No change 1 $691K
Arbor Investment Advisors, LLC 0.09% No change 1 $691K
Spirepoint Private Client, LLC 0.09% No change 1 $691K
Insight Wealth Strategies, LLC 0.09% No change 1 $691K
JGP Wealth Management, LLC 0.09% No change 1 $691K
Rodgers Brothers Inc. 0.09% No change 1 $691K
TRUE Private Wealth Advisors 0.08% No change 1 $691K
Wealth Alliance, LLC 0.08% No change 1 $691K
United Bank 0.08% No change 1 $691K
Tanglewood Wealth Management, Inc. 0.08% No change 1 $691K
Penn Davis McFarland Inc. 0.08% New 1 $691K
Cypress Capital Group 0.08% No change 1 $691K
Means Investment Co., Inc. 0.08% No change 1 $691K
Certified Advisory Corp 0.08% No change 1 $691K
Nottingham Advisors, Inc. 0.08% No change 1 $691K
Strategic Investment Advisors / MI 0.08% No change 1 $691K
Waterloo Capital, L.P. 0.08% No change 1 $691K
RMR Wealth Builders 0.07% No change 1 $691K
Oxbow Advisors, LLC 0.07% No change 1 $691K
Crescent Grove Advisors, LLC 0.07% No change 1 $691K
Texas Capital Bank Wealth Management Services Inc 0.07% No change 1 $691K
Forbes J M & Co. LLP 0.07% No change 1 $691K
Smith, Moore & Co. 0.07% No change 1 $691K
Cozad Asset Management Inc. 0.07% No change 1 $691K
RVW Wealth, LLC 0.06% No change 1 $691K
Ledyard National Bank 0.06% No change 1 $691K
Galvin, Gaustad & Stein, LLC 0.06% No change 1 $691K
Greenwood Gearhart LLC 0.06% No change 1 $691K
Icon Wealth Advisors, LLC 0.06% No change 1 $691K
Sfmg, LLC 0.06% No change 1 $691K
International Assets Investment Management, LLC 0.06% No change 1 $691K
Beaumont Financial Advisors, LLC 0.05% No change 1 $691K
BBR Partners, LLC 0.05% Reduce -50.0% 1 $691K
Trust Point Inc. 0.05% No change 1 $691K
Checchi Capital Advisers, LLC 0.05% New 1 $691K
Schechter Investment Advisors, LLC 0.05% Reduce -50.0% 1 $691K
Simmons Bank 0.05% No change 1 $691K
Cornerstone Wealth Management, LLC 0.05% No change 1 $691K
Oakworth Capital, Inc. 0.05% No change 1 $691K
Norris Perne & French LLP 0.05% No change 1 $691K
Cadence Bank 0.05% No change 1 $691K
Courier Capital LLC 0.05% No change 1 $691K
Fairholme Capital Management 0.05% No change 1 $691K
Baldwin Wealth Partners LLC 0.05% No change 1 $691K
Willis Investment Counsel 0.04% No change 1 $691K
Meeder Advisory Services, Inc. 0.04% No change 1 $691K
PFG Investments, LLC 0.04% No change 1 $691K
First National Bank of Omaha 0.04% No change 1 $691K
Lowe Brockenbrough & Co. Inc. 0.04% No change 1 $691K
Klingman & Associates, LLC 0.04% No change 1 $691K
Y-Intercept (Hong Kong) Ltd 0.04% Reduce -50.0% 1 $691K
Edgar Lomax Co. 0.04% No change 1 $691K
Alta Capital Management LLC/ 0.04% No change 1 $691K
Flagship Harbor Advisors, LLC 0.04% No change 1 $691K
Rice Hall James & Associates, LLC 0.04% No change 1 $691K
Dorsey & Whitney Trust CO LLC 0.04% No change 1 $691K
Index Fund Advisors, Inc. 0.04% No change 1 $691K
BLB&B Advisors, LLC 0.04% No change 1 $691K
Trust Co. of Vermont 0.03% No change 1 $691K
Leavell Investment Management, Inc. 0.03% No change 1 $691K
Meridian Wealth Management, LLC 0.03% New 1 $691K
St Germain D J Co. Inc. 0.03% No change 1 $691K
Johnson Financial Group, Inc. 0.03% No change 1 $691K
CX Institutional 0.03% No change 1 $691K
Mgo One Seven LLC 0.03% No change 1 $691K
Focus Financial Network, Inc. 0.03% No change 1 $691K
Balentine LLC 0.03% New 1 $691K
Donaldson Capital Management, LLC 0.03% No change 1 $691K
Independent Financial Group, LLC 0.03% No change 1 $691K
Cary Street Partners Investment Advisory LLC 0.03% No change 1 $691K
Burney Co./ 0.02% No change 1 $691K
NorthRock Partners, LLC 0.02% No change 1 $691K
Bleakley Financial Group, LLC 0.02% No change 1 $691K
MassMutual Private Wealth & Trust, FSB 0.02% No change 1 $691K
Bailard, Inc. 0.02% No change 1 $691K
Mission Wealth Management, LP 0.02% New 1 $691K
Great Valley Advisor Group, Inc. 0.02% No change 1 $691K
Pure Financial Advisors, LLC 0.02% No change 1 $691K
Steadfast Capital Management LP 0.02% No change 1 $691K
Composition Wealth, LLC 0.02% No change 1 $691K
Forvis Mazars Wealth Advisors, LLC 0.02% No change 1 $691K
Curi Capital, LLC 0.02% No change 1 $691K
Dakota Wealth Management 0.02% No change 1 $691K
Kingsview Wealth Management, LLC 0.01% No change 1 $691K
&partners 0.01% New 1 $691K
Davis R M Inc. 0.01% No change 1 $691K
Clarkston Capital Partners, LLC 0.01% No change 1 $691K
Flputnam Investment Management Co. 0.01% No change 1 $691K
Horizon Kinetics Asset Management LLC 0.01% No change 1 $691K
Brookstone Capital Management 0.01% No change 1 $691K
Welch & Forbes LLC 0.01% No change 1 $691K
Integrated Wealth Concepts LLC 0.01% No change 1 $691K
Brandes Investment Partners, LP 0.01% No change 1 $691K
Orion Porfolio Solutions, LLC 0.01% No change 1 $691K
Orion Portfolio Solutions, LLC 0.01% No change 1 $691K
Capital Group Private Client Services, Inc. 0.01% No change 1 $691K
Fort Washington Investment Advisors Inc. 0.00% No change 1 $691K
Los Angeles Capital Management LLC 0.00% No change 1 $691K
Baron Capital (BAMCO) 0.00% No change 1 $691K
Mitsubishi UFJ Trust & Banking Corp 0.00% No change 1 $691K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 1 $691K
Laurel Wealth Planning LLC 0.45% New 1 $691K
Latko Wealth Management, Ltd. 0.42% — 1 $691K
Trust Co of Kansas 0.34% No change 1 $691K
Stonebridge Capital Management Inc. 0.27% No change 1 $691K
Hendley & Co. Inc. 0.24% No change 1 $691K
Shikiar Asset Management Inc. 0.20% No change 1 $691K
Capital Advisors, Ltd. LLC 0.09% No change 1 $691K
Beach Investment Counsel Inc. 0.09% No change 1 $691K
Wendell David Associates Inc. 0.07% No change 1 $691K
Appleton Partners Inc. 0.05% No change 1 $691K
Thoroughbred Financial Services, LLC 0.04% No change 1 $691K
Waters Parkerson & Co., LLC 0.04% No change 1 $691K
Analyst IMS Investment Management Services Ltd. 0.03% No change 1 $691K
Beutel, Goodman & Co Ltd. 0.00% No change 1 $691K
Lazard Asset Management LLC 0.00% No change 1 $691K
Fairfax Financial Holdings 0.06% No change 1 $690K
IHT Wealth Management, LLC 0.02% No change 1 $688K
Arete Wealth Advisors, LLC 0.06% Add +9900.0% 100 $688K
Pallas Capital Advisors LLC 0.03% No change 1 $687K
Kapstone Financial Advisors LLC 0.42% No change 1 $686K
Schroder Investment Management Group 0.00% No change 1 $686K
TD Waterhouse Canada Inc. 0.01% No change 1 $685K
FF Advisors,LLC 0.45% No change 1 $685K
Gen-Wealth Partners Inc 0.30% New 1 $683K
HBC Financial Services, PLLC 0.41% No change 1 $682K
Bokf, NA 0.01% Reduce -66.7% 1 $679K
Facet Wealth, Inc. 0.02% No change 1 $678K
Shufro Rose & Co. LLC 0.05% No change 1 $612K
LVM Capital Management Ltd. 0.07% No change 1 $612K
Wedbush Securities Inc. 0.02% New 6 $547K
Eagle Harbor Asset Management Inc. 0.46% No change 1,017 $468K
GFG Capital, LLC 0.18% No change 1 $451K
Sara-Bay Financial 0.11% New 679 $313K

"% 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.