Berkshire Hathaway Inc. Class ABRK.A

13F holders, Q4 2024 (December 31)
1,073holders +34
42new positions
34sold out
16famous investors
$159190.35avg. 13F price*

At the end of Q4 2024, 1,073 institutions reported holding Berkshire Hathaway Inc. Class A (BRK.A) in their 13F filings, up 34 from Q3 2024. 42 opened new positions and 34 sold out. The largest holders were FMR LLC ($22.8B), First Manhattan Co. Llc. ($10.1B) and Norges Bank ($6.6B). 16 famous investors held it, including Chris Bloomstran (14.6% of Semper Augustus Investments's portfolio), Tom Russo (14.4% of Gardner Russo & Quinn's portfolio) and Guy Spier (7.1% 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions42$245.8M
Exits34$361.4M

All 13F filers, Q3 2024 → Q4 2024: 331,837 shares bought and 7,591 shares sold, net +324,246 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,073 holders

FMR LLC 1.36% Add +0.2% 33,517 $22.8B
First Manhattan Co. Llc. 29.58% Add +0.8% 14,801 $10.1B
Norges Bank 0.86% Add +9.6% 9,651 $6.6B
Vanguard Group Inc. 0.05% Add +0.3% 3,824 $2.6B
Pflug Koory, LLC 87.51% No change 1,900 $1.3B
HighTower Advisors, LLC 1.76% No change 1,891 $1.3B
Gardner Russo & Quinn 14.39% Reduce -8.6% 1,869 $1.3B
Davis Selected Advisers 6.26% Reduce -2.2% 1,582 $1.1B
Everett Harris & Co. 12.12% Reduce -0.1% 1,406 $957.4M
Morgan Stanley 0.06% Add +2.3% 1,181 $804.2M
PNC Financial Services Group, Inc. 0.52% Reduce -2.0% 1,149 $782.4M
Hikari Tsushin, Inc. 55.71% No change 1,127 $767.4M
Markel Group 6.69% No change 1,114 $758.5M
Paralel Advisors LLC 29.85% No change 1,028 $700.0M
US Bancorp \de 0.82% Reduce -0.3% 923 $628.5M
First Eagle Investment Management, LLC 1.40% Reduce -0.3% 916 $623.7M
Graham Holdings Co Master Retirement Trust 84.93% No change 829 $564.5M
BlackRock, Inc. 0.01% Reduce -2.3% 802 $546.1M
Bank of America Corp. 0.05% Reduce -2.5% 794 $540.7M
Hikari Power Ltd 46.05% No change 783 $533.2M
California Public Employees Retirement System 0.33% Add +0.3% 717 $488.2M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 5.76% No change 700 $476.6M
Fiduciary Trust Co 5.79% Add +6340.0% 644 $438.5M
Legal & General Group Plc 0.09% Reduce -3.3% 496 $337.7M
Clearbridge Investments, LLC 0.27% Reduce -2.6% 494 $336.4M
Graham Holdings Co 33.71% No change 422 $287.3M
Fayez Sarofim & Co 0.67% Add +6.3% 406 $276.5M
O'shaughnessy Asset Management, LLC 2.32% No change 401 $273.0M
Bridges Investment Management Inc. 3.79% Reduce -1.5% 398 $271.0M
UBS Group AG 0.06% Add +178.2% 395 $269.0M
State Street Corp. 0.01% Reduce -9.9% 372 $253.3M
Allen Holding Inc. 26.88% Reduce -3.5% 360 $245.1M
Punch Card Management L.P. 75.42% No change 349 $237.6M
Virtu Financial LLC 11.77% Reduce -47.8% 326 $222.0M
Bank of New York Mellon Corp 0.04% Reduce -0.7% 300 $204.3M
Armstrong Henry H Associates Inc. 19.87% Reduce -9.6% 292 $198.8M
Royal Bank of Canada 0.04% Reduce -3.0% 289 $196.8M
Pathstone Holdings, LLC 0.86% Reduce -0.7% 287 $195.5M
Tweedy, Browne Co LLC 13.08% Reduce -49.5% 285 $194.1M
Canton Hathaway, LLC 47.98% No change 282 $192.0M
Northern Trust Corp. 0.03% Reduce -3.9% 274 $186.6M
Corient Private Wealth LP 0.31% Reduce -3.4% 8,797 $185.2M
WS Management LLLP 26.99% No change 257 $175.0M
M&T Bank Corp 0.55% Add +704997.6% 296,141 $162.8M
Susquehanna International Group, LLP 0.24% Add +22.5% 234 $159.3M
WINTON GROUP Ltd 9.81% No change 217 $147.8M
UMB Bank, n.a. 2.31% No change 214 $145.7M
Rede Wealth, LLC 54.79% Reduce -0.5% 210 $143.0M
Brown Brothers Harriman & Co. 0.98% Reduce -7.2% 206 $140.3M
Brown Advisory Inc. 0.18% Reduce -1.9% 203 $138.2M
Timucuan Asset Management Inc. 4.21% No change 202 $137.5M
Goldman Sachs Group Inc. 0.03% Add +3.6% 201 $136.9M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -1.0% 193 $131.4M
Raymond James Financial Inc. 0.05% — 189 $128.7M
State of Wisconsin Investment Board 0.32% Add +119.0% 184 $125.3M
Investmentaktiengesellschaft Fuer Langfristige Investoren TGV 8.74% Reduce -12.0% 176 $119.3M
American Century Companies Inc. 0.07% Reduce -2.2% 175 $119.2M
Auto-Owners Insurance Co 2.58% Add +7.0% 167 $113.7M
Cable Hill Partners, LLC 11.05% Reduce -1.8% 161 $109.6M
Burgundy Asset Management Ltd. 1.11% No change 161 $109.6M
Nordwand Advisors, LLC 44.88% Reduce -31.0% 160 $108.9M
Commonwealth Equity Services, LLC 0.15% Reduce -1.3% 155 $105.5M
Bank of Montreal 0.05% Add +1.3% 153 $104.2M
Wells Fargo & Company 0.02% Add +5.6% 150 $102.3M
HSBC Holdings PLC 0.06% Reduce -6.3% 150 $102.1M
ACR Alpine Capital Research, LLC 2.18% New 148 $100.8M
Gabelli Funds LLC 0.76% Reduce -3.9% 147 $100.1M
Royal London Asset Management Ltd. 0.23% Add +2.2% 139 $94.6M
Stifel Financial Corp. 0.10% Add +0.7% 136 $92.6M
JPMorgan Chase & Co. 0.01% Add +8.8% 136 $92.6M
Hartline Investment Corp./ 10.39% No change 133 $90.6M
Neuberger Berman Group LLC 0.07% Reduce -4.3% 133 $90.6M
Mill Capital Management, LLC 7.10% Reduce -0.8% 132 $89.9M
Van Lanschot Kempen Investment Management N.V. 0.88% No change 130 $88.5M
Ruane, Cunniff & Goldfarb L.P. 1.46% Reduce -6.0% 126 $85.8M
Franklin Resources Inc. 0.02% Reduce -1.6% 121 $82.4M
Semper Augustus Investments 14.60% Reduce -5.5% 120 $81.7M
Davis Asset Management, L.P. 3.33% No change 120 $81.7M
Vontobel Holding Ltd. 0.28% Reduce -5.5% 120 $81.7M
CI Investments Inc. 0.31% Reduce -4.8% 119 $81.0M
State of Michigan Retirement System 0.41% No change 116 $79.0M
Well Done, LLC 14.29% No change 113 $78.1M
General American Investors Co. Inc. 5.35% No change 110 $74.9M
Artemis Wealth Advisors, LLC 10.84% No change 100 $68.1M
Professional Advisory Services Inc. 8.56% No change 100 $67.8M
Hollencrest Capital Management 2.61% No change 95 $64.7M
Douglass Winthrop Advisors, LLC 1.26% No change 95 $64.7M
Arrowstreet Capital, Limited Partnership 0.05% Reduce -39.5% 95 $64.7M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -10.5% 94 $64.0M
Ninety One SA (Pty) Ltd 13.67% No change 91 $62.0M
Victory Capital Management Inc. 0.06% Add +1.1% 91 $62.0M
Baird Financial Group, Inc. 0.12% Reduce -1.1% 90 $61.3M
Bank Pictet & Cie (Europe) AG 1.33% No change 89 $60.6M
Chou Associates Management Inc. 40.80% Reduce -4.4% 86 $58.6M
LPL Financial LLC 0.02% Add +2.5% 83 $56.5M
Choreo, LLC 0.81% Reduce -1.2% 83 $56.5M
Eastern Bank 1.01% No change 80 $54.5M
Northwestern University 86.23% Reduce -26.2% 79 $53.8M
RBF Capital, LLC 2.70% No change 76 $51.7M
I.G.Y. Ltd 21.28% Reduce -7.4% 75 $51.1M
Wilmington Savings Fund Society, FSB 0.92% No change 75 $51.1M
Fenimore Asset Management Inc 1.03% Reduce -22.6% 72 $49.0M
Segment Wealth Management, LLC 3.30% No change 71 $48.3M
Blair William & Co. 0.14% Add +4.4% 71 $48.3M
Qube Research & Technologies Ltd 0.08% Add +22.4% 71 $48.3M
Greenlea Lane Capital Management, LLC 14.37% Reduce -1.4% 70 $47.7M
Hamilton Point Investment Advisors, LLC 8.48% Reduce -1.4% 69 $47.0M
Tiaa Trust, National Association 0.14% No change 66 $44.9M
Whittier Trust Co. 0.57% Reduce -1.5% 64 $43.6M
Banque Pictet & Cie SA 0.42% No change 64 $43.6M
B. Metzler seel. Sohn & Co. AG 0.44% No change 63 $42.9M
D.A. Davidson & Co. 0.34% Reduce -3.1% 63 $42.3M
Ameriprise Financial Inc. 0.01% No change 62 $42.2M
Charles Schwab Investment Management Inc. 0.01% Add +47.6% 62 $42.2M
Quantinno Capital Management LP 0.41% Add +22.0% 61 $41.5M
Truist Financial Corp. 0.06% Add +1.7% 59 $40.2M
Cambridge Investment Research Advisors, Inc. 0.13% Add +63.9% 59 $40.2M
Kelleher Financial Advisors 14.91% No change 58 $39.5M
Crestwood Advisors Group, LLC 0.72% No change 56 $38.1M
Lincoln Capital LLC 7.73% Reduce -1.8% 54 $36.8M
Security National Bank 5.15% Add +6.0% 53 $36.1M
Crewe Advisors LLC 4.98% Reduce -5.4% 53 $36.1M
Toronto Dominion Bank 0.07% No change 53 $35.9M
Hutner Capital Management Inc. 17.10% No change 52 $35.4M
Pinnacle Financial Partners Inc 0.72% No change 52 $35.4M
Silicon Valley Community Foundation 1.77% No change 51 $34.7M
Elkhorn Partners Limited Partnership 22.35% No change 50 $34.0M
SWF LLC 11.54% No change 50 $34.0M
Farmers & Merchants Investments Inc. 1.07% Reduce -3.9% 50 $34.0M
Captrust Financial Advisors 0.10% Add +4.2% 50 $34.0M
SG Americas Securities, LLC 0.15% Add +172.2% 49 $33.4M
CIBC Private Wealth Group LLC 0.06% Add +2.1% 49 $33.2M
Shayne & Jacobs, LLC 8.38% No change 47 $32.0M
NorthCoast Asset Management LLC 0.15% No change 46 $31.3M
Pitcairn Co. 1.81% No change 45 $30.6M
Cannell & Spears LLC 0.63% No change 45 $30.6M
Postrock Partners LLC 14.52% — 44 $30.0M
Global Frontier Investments LLC 7.71% — 44 $30.0M
Peapack Gladstone Financial Corp. 0.42% No change 43 $29.3M
Hi-Line Capital Management, LLC 12.81% Reduce -8.5% 43 $29.3M
Allen Operations LLC 4.43% No change 41 $27.9M
GAMCO Investors 0.29% No change 41 $27.9M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% No change 41 $27.9M
Whittier Trust Co. of Nevada Inc. 0.67% No change 40 $27.2M
Mesirow Financial Investment Management, Inc. 0.54% No change 40 $27.2M
Utah Retirement Systems 0.29% No change 39 $26.6M
Avalon Trust Co 1.84% Reduce -2.6% 38 $25.9M
First Citizens Bank & Trust Co. 0.47% No change 38 $25.9M
Haverford Trust Co 0.26% No change 38 $25.9M
HM Payson & Co. 0.43% Add +8.8% 37 $25.2M
Janney Montgomery Scott LLC 0.07% Reduce -2.6% 37 $25.2M
Pinnacle Bancorp, Inc. 7.97% Reduce -73.5% 36 $24.5M
Hardy Reed LLC 2.16% No change 36 $24.5M
Ieq Capital, LLC 0.24% No change 36 $24.5M
Bislett Management, LLC 16.86% No change 35 $23.8M
Granite FO LLC 13.61% No change 35 $23.8M
Barr E S & Co. 1.41% No change 35 $23.8M
Hennessy Advisors Inc. 0.71% Add +9.4% 35 $23.8M
Silvercrest Asset Management Group LLC 0.16% No change 35 $23.8M
Mariner, LLC 0.04% Add +9.4% 35 $23.8M
AMG National Trust Bank 0.65% No change 33 $23.7M
Shelter Mutual Insurance Co 5.77% No change 34 $23.2M
FineMark National Bank & Trust 0.81% No change 34 $23.2M
Bessemer Group Inc. 0.04% Add +3.1% 33 $22.5M
General Partner, Inc. 13.53% No change 33 $22.5M
Drive Wealth Management, LLC 5.51% No change 33 $22.5M
Focus Partners Wealth 0.06% Reduce -78.3% 33 $22.5M
BNP Paribas Financial Markets 0.02% No change 33 $22.5M
Union Savings Bank 10.72% No change 32 $21.8M
Circle Wealth Management, LLC 0.47% No change 32 $21.8M
Brighton Jones LLC 0.61% No change 31 $21.1M
Cerity Partners LLC 0.04% Add +11.1% 30 $20.5M
Aquamarine Capital (Aquamarine Zurich) 7.10% No change 30 $20.4M
Harvey Investment Co. LLC 2.36% No change 30 $20.4M
Plan A Wealth LLC 18.68% — 30 $20.4M
7G Capital Management, LLC 17.98% No change 30 $20.4M
Laurel Wealth Advisors LLC 3.19% No change 30 $20.4M
Check Capital Management Inc. 1.35% No change 30 $20.4M
Stock Yards Bank & Trust Co. 0.70% No change 30 $20.4M
Williams Jones Wealth Management, LLC. 0.25% No change 30 $20.4M
Wealth Enhancement Advisory Services, LLC 0.04% Add +7.1% 30 $20.4M
Aberdeen Group plc 0.04% Reduce -23.1% 30 $20.3M
Marex Group Ltd 0.34% Reduce -6.5% 29 $19.7M
Silverleafe Capital Partners, LLC 6.05% No change 28 $19.1M
BigSur Wealth Management LLC 5.45% Reduce -12.5% 28 $19.1M
Regions Financial Corp. 0.14% Reduce -6.9% 27 $18.4M
AQR Capital Management 0.02% No change 27 $18.4M
Millennium Management 0.02% Add +350.0% 27 $18.4M
Onex Canada Asset Management Inc. 2.12% Reduce -10.3% 26 $17.7M
Connable Office Inc. 1.83% Reduce -3.7% 26 $17.7M
Locust Wood Capital Advisers, LLC 0.65% Reduce -16.1% 26 $17.7M
Mill Creek Capital Advisors, LLC 0.43% No change 26 $17.7M
HB Wealth Management, LLC 0.18% No change 26 $17.7M
DHK Financial Advisors, Inc. 10.33% No change 25 $17.0M
GTS Securities LLC 0.83% Reduce -3.9% 25 $17.0M
Private Management Group Inc. 0.61% No change 25 $17.0M
Sapient Capital LLC 0.33% No change 25 $17.0M
Sequoia Financial Advisors, LLC 0.16% Add +525.0% 25 $17.0M
Comerica Bank 0.07% No change 25 $17.0M
Fifth Third Bancorp 0.06% No change 25 $17.0M
Swedbank AB 0.02% Reduce -96.1% 25 $17.0M
Alliancebernstein L.P. 0.01% No change 25 $17.0M
Pittenger & Anderson Inc. 0.61% No change 26 $16.8M
NINE MASTS CAPITAL Ltd 3.16% No change 24 $16.3M
DAVENPORT & Co LLC 0.10% No change 24 $16.3M
Point72 Asset Management 0.05% Add +118.2% 24 $16.3M
Grandfield & Dodd, LLC 1.00% Add +142.9% 17 $16.2M
Zuckerman Investment Group, LLC 1.54% Add +9.5% 23 $16.0M
Arlington Partners LLC 6.08% No change 23 $15.7M
Cresset Asset Management, LLC 0.08% Reduce -70.5% 23 $15.7M
Keystone Financial Group 1.49% Add +29.4% 22 $15.1M
JRM Investment Counsel, LLC 5.59% No change 22 $15.0M
Ascentis Wealth Management, LLC 5.26% New 22 $15.0M
Saybrook Capital 4.00% No change 22 $15.0M
Lawson Kroeker Investment Management Inc. 2.83% Reduce -4.3% 22 $15.0M
Brandywine Trust Co. 2.36% No change 22 $15.0M
Ashford Capital Management Inc. 1.77% No change 22 $15.0M
Texas Yale Capital Corp. 0.60% No change 22 $15.0M
SVB Wealth LLC 0.28% New 22 $15.0M
Cullen/Frost Bankers, Inc. 0.20% No change 22 $15.0M
Smithfield Trust Co 0.71% No change 21 $14.3M
Birch Financial Group, LLC 16.09% — 21 $14.3M
Matthew 25 Management Corp 4.53% No change 21 $14.3M
Gibson Capital, LLC 2.92% No change 21 $14.3M
First Nebraska Trust Co 1.38% No change 21 $14.3M
Glenmede Trust Co. NA 0.07% Reduce -48.8% 21 $14.3M
Round Rock Advisors LLC 2.79% No change 20 $13.6M
LexAurum Advisors, LLC 2.72% Reduce -4.8% 20 $13.6M
Hemenway Trust Co LLC 1.10% Reduce -16.7% 20 $13.6M
Concurrent Investment Advisors, LLC 0.37% No change 20 $13.6M
Kestra Advisory Services, LLC 0.07% Reduce -4.8% 20 $13.6M
Mercer Global Advisors Inc. 0.03% New 20 $13.6M
Rhumbline Advisers 0.01% No change 20 $13.6M
Center for Financial Planning, Inc. 1.73% No change 19 $12.9M
Simon Quick Advisors, LLC 0.77% Add +5.6% 19 $12.9M
Obermeyer Wealth Partners 0.67% Add +5.6% 19 $12.9M
Park National Corp. 0.47% Reduce -5.0% 19 $12.9M
National Philanthropic Trust 0.19% No change 19 $12.9M
Cetera Investment Advisers 0.03% Add +5.6% 19 $12.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +11.8% 19 $12.9M
Ar Asset Management Inc. 2.81% No change 18 $12.3M
T. Rowe Price Associates Inc. 0.00% No change 18 $12.3M
Arthur M. Cohen & Associates, LLC 2.17% No change 18 $12.3M
Western Wealth Management, LLC 0.66% No change 18 $12.3M
Modera Wealth Management, LLC 0.15% Add +5.9% 18 $12.3M
Greenleaf Trust 0.11% No change 18 $12.3M
Allworth Financial LP 0.06% New 17 $11.8M
WoodTrust Financial Corp 1.63% No change 17 $11.6M
America First Investment Advisors, LLC 2.53% No change 17 $11.6M
Howland Capital Management LLC 0.51% Reduce -5.6% 17 $11.6M
Financial Counselors Inc. 0.17% No change 17 $11.6M
Commerce Bank 0.07% Reduce -5.6% 17 $11.6M
King Luther Capital Management Corp. 0.05% No change 17 $11.6M
Citigroup Inc. 0.01% Reduce -5.6% 17 $11.6M
Deutsche Bank AG 0.00% No change 17 $11.6M
Amundi 0.00% Reduce -5.6% 17 $11.5M
Cidel Asset Management Inc. 0.77% Add +101420.0% 10,152 $11.4M
CPA Asset Management Group, LLC 5.06% No change 1,600 $10.9M
Essex Bank 2.70% Add +6.7% 16 $10.9M
First National Advisers, LLC 1.76% No change 16 $10.9M
Choate Investment Advisors 0.26% Reduce -40.7% 16 $10.9M
CIBC Asset Management Inc 0.04% No change 16 $10.9M
Lazard Freres Gestion S.A.S. 0.22% No change 16 $10.9M
K.J. Harrison & Partners Inc 1.69% Add +14.3% 16 $10.8M
Fiduciary Counselling Inc. 27.35% No change 15 $10.2M
Cahill Wealth Management, LLC 5.21% Reduce -11.8% 15 $10.2M
Global Financial Private Client, LLC 3.83% No change 15 $10.2M
Rossmore Private Capital 1.26% No change 15 $10.2M
Carret Asset Management, LLC 1.12% No change 15 $10.2M
LMCG Investments, LLC 0.63% No change 15 $10.2M
NewEdge Advisors, LLC 0.06% Add +7.1% 15 $10.2M
Private Advisor Group, LLC 0.06% Reduce -16.7% 15 $10.2M
Rathbones Group PLC 0.05% Reduce -11.8% 15 $10.2M
Connor, Clark & Lunn Investment Management Ltd. 0.05% No change 15 $10.2M
Jane Street Group, LLC 0.02% Add +400.0% 15 $10.2M
Garrison Point Advisors, LLC 4.52% New 14 $9.5M
M. Kulyk & Associates, LLC 2.06% No change 14 $9.5M
Aviance Capital Partners, LLC 1.32% No change 14 $9.5M
Wallace Capital Management Inc. 1.30% Reduce -6.7% 14 $9.5M
Traphagen Investment Advisors LLC 0.97% No change 14 $9.5M
Baader Bank Aktiengesellschaft 0.88% No change 14 $9.5M
Spinnaker Trust 0.60% No change 14 $9.5M
Argent Trust Co 0.39% Add +55.6% 14 $9.5M
Valeo Financial Advisors, LLC 0.27% No change 14 $9.5M
Apollon Wealth Management, LLC 0.22% Add +16.7% 14 $9.5M
NewEdge Wealth, LLC 0.17% No change 14 $9.5M
Yacktman Asset Management 0.11% Reduce -6.7% 14 $9.5M
Aviva PLC 0.02% No change 14 $9.5M
Pacifica Capital Investments, LLC 2.85% No change 13 $8.9M
Ingalls & Snyder LLC 0.35% No change 13 $8.9M
Rubicon Global Capital Ltd 5.54% — 13 $8.9M
Weik Capital Management 3.60% No change 13 $8.9M
Pecaut & Co. 3.06% Add +18.2% 13 $8.9M
Strata Wealth Advisors, LLC 2.78% No change 13 $8.9M
Baker Ellis Asset Management LLC 1.30% No change 13 $8.9M
Griffin Asset Management, Inc. 1.04% No change 13 $8.9M
LGT Fund Management Co Ltd. 0.78% No change 13 $8.9M
Smith Chas P & Associates Pa Cpas 0.51% Add +8.3% 13 $8.9M
Composition Wealth, LLC 0.18% Add +1200.0% 13 $8.9M
Bartlett & Co. Wealth Management LLC 0.13% No change 13 $8.9M
DF Dent & Co. Inc. 0.11% No change 13 $8.9M
Scotia Capital Inc. 0.04% Reduce -7.7% 12 $8.2M
Pangea Capital Gestao de Recursos Ltda. 6.28% No change 12 $8.2M
Prairie Sky Financial Group LLC 5.01% No change 12 $8.2M
Cornell Pochily Investment Advisors, Inc. 2.85% No change 12 $8.2M
Puzo Michael J 2.28% No change 12 $8.2M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.03% No change 12 $8.2M
Keel Point, LLC 0.65% No change 12 $8.2M
Compass Capital Management, Inc. 0.54% No change 12 $8.2M
Evercore Wealth Management, LLC 0.12% Reduce -7.7% 12 $8.2M
Bahl & Gaynor LLC 0.04% No change 12 $8.2M
Baldwin Wealth Partners LLC 0.56% Add +1787900.0% 17,880 $8.1M
Virginia Wealth Management Group, Inc. 4.64% No change 11 $7.5M
Schulhoff & Co. Inc. 2.73% No change 11 $7.5M
Northstar Asset Management Inc. 1.97% No change 11 $7.5M
Aire Advisors, LLC 1.54% No change 11 $7.5M
Arkadios Wealth Advisors 0.41% No change 11 $7.5M
Montag A & Associates Inc. 0.36% No change 11 $7.5M
Citizens Financial Group Inc. 0.15% No change 11 $7.5M
Sterling Capital Management LLC 0.10% No change 11 $7.5M
Rwa Wealth Partners, LLC 0.09% No change 11 $7.5M
Huntington National Bank 0.07% No change 11 $7.5M
Creative Planning 0.01% Add +57.1% 11 $7.5M
Oliver Luxxe Assets LLC 1.25% No change 10 $6.9M
Courant Investment Management LLC 5.76% No change 10 $6.8M
Naman Capital Ltda 4.07% No change 10 $6.8M
Enterprise Financial Services Corp 3.79% No change 10 $6.8M
Sunpointe, LLC 3.42% New 10 $6.8M
Atlanta Consulting Group Advisors, LLC 2.51% No change 10 $6.8M
Credit Industriel Et Commercial 2.43% — 10 $6.8M
Fort Point Capital Partners LLC 0.76% No change 10 $6.8M
Barton Investment Management 0.72% No change 10 $6.8M
Nations Financial Group Inc, /Ia/ 0.50% Add +11.1% 10 $6.8M
Aspiriant, LLC 0.25% No change 10 $6.8M
Caprock Group, LLC 0.22% Add +11.1% 10 $6.8M
Carnegie Investment Counsel 0.20% No change 10 $6.8M
Cassaday & Co Wealth Management LLC 0.19% No change 10 $6.8M
Ferguson Wellman Capital Management, Inc. 0.13% Add +66.7% 10 $6.8M
Glenview Trust Co 0.13% No change 10 $6.8M
CW Advisors, LLC 0.09% No change 10 $6.8M
Allen Investment Management, LLC 0.08% No change 10 $6.8M
London Co. of Virginia 0.04% No change 10 $6.8M
Manufacturers Life Insurance Company, The 0.01% Reduce -9.1% 10 $6.8M
LM Advisors LLC 1.23% Reduce -9.1% 10 $6.8M
Sierra Capital LLC 0.81% No change 10 $6.8M
Cibc World Market Inc. 0.02% Add +11.1% 10 $6.8M
Napatree Capital LLC 3.60% New 9 $6.1M
Weil Company, Inc. 2.12% No change 9 $6.1M
Walter & Keenan Wealth Management LLC /in/ 1.85% No change 9 $6.1M
Birinyi Associates Inc. 1.69% No change 9 $6.1M
Sanders Morris Harris LLC 0.92% No change 9 $6.1M
Essex Financial Services, Inc. 0.43% Reduce -10.0% 9 $6.1M
Mogy Joel R Investment Counsel Inc. 0.36% No change 9 $6.1M
Venture Visionary Partners LLC 0.26% No change 9 $6.1M
Klingenstein Fields & Co. LP 0.25% No change 9 $6.1M
Clifford Swan Investment Counsel LLC 0.22% No change 9 $6.1M
Robertson Stephens Wealth Management, LLC 0.22% Add +28.6% 9 $6.1M
Oppenheimer & Co. Inc. 0.09% Add +28.6% 9 $6.1M
Brookstone Capital Management 0.09% Add +800.0% 9 $6.1M
Moneta Group Investment Advisors LLC 0.09% No change 9 $6.1M
Gotham Asset Management 0.06% No change 9 $6.1M
Envestnet Asset Management Inc. 0.00% No change 9 $6.1M
Beddow Capital Management Inc. 2.61% No change 9 $6.1M
JTC Employer Solutions Trustee Ltd 0.43% No change 9 $6.1M
Country Club Bank 0.41% No change 9 $6.1M
Absolute Capital Management, LLC 3.01% Add +60.0% 8 $5.4M
Sittner & Nelson, LLC 2.36% No change 8 $5.4M
TigerOak Management, L.L.C. 1.99% — 8 $5.4M
Louisbourg Investments Inc. 1.43% No change 8 $5.4M
Calydon Capital 1.07% No change 8 $5.4M
Clough Capital Partners L P 0.62% Reduce -46.7% 8 $5.4M
Caldwell Trust Co 0.57% No change 8 $5.4M
Washington Trust Bank 0.52% No change 8 $5.4M
Beese Fulmer Investment Management, Inc. 0.46% No change 8 $5.4M
1900 Wealth Management LLC 0.46% No change 8 $5.4M
Van Hulzen Asset Management, LLC 0.40% No change 8 $5.4M
Sage Mountain Advisors LLC 0.40% No change 8 $5.4M
Equitable Trust Co. 0.30% No change 8 $5.4M
Edge Capital Group, LLC 0.24% No change 8 $5.4M
Giverny Capital 0.20% Add +14.3% 8 $5.4M
Wealthcare Advisory Partners LLC 0.15% Reduce -11.1% 8 $5.4M
Parallel Advisors, LLC 0.12% No change 8 $5.4M
Beck Mack & Oliver LLC 0.10% No change 8 $5.4M
Ballentine Partners, LLC 0.09% No change 8 $5.4M
Bradley Foster & Sargent Inc. 0.09% No change 8 $5.4M
Stephens Inc. 0.08% No change 8 $5.4M
Atria Wealth Solutions, Inc. 0.06% Reduce -11.1% 8 $5.4M
Osaic Holdings, Inc. 0.01% Add +3.3% 31 $5.4M
Citadel Advisors 0.01% Add +33.3% 8 $5.4M
Barclays PLC 0.00% No change 8 $5.4M
South Dakota Investment Council 0.11% No change 8 $5.4M
BI Asset Management Fondsmaeglerselskab A/S 0.06% New 8 $5.4M
Bedel Financial Consulting, Inc. 0.69% New 7 $5.0M
&partners 0.06% Add +600.0% 7 $4.8M
Black Point Wealth Management 5.51% No change 7 $4.8M
Durante & Waters, LLC 3.93% No change 7 $4.8M
Sterling Investment Management, LLC 3.74% No change 7 $4.8M
Security National Bank of Sioux City Iowa 3.34% No change 7 $4.8M
Bradyco, Inc. 2.94% — 7 $4.8M
SRH Advisors, LLC 1.41% No change 7 $4.8M
Iowa State Bank 0.99% No change 7 $4.8M
SOA Wealth Advisors, LLC. 0.88% No change 7 $4.8M
Mraz, Amerine & Associates, Inc. 0.85% No change 7 $4.8M
Northstar Group, Inc. 0.83% Reduce -12.5% 7 $4.8M
Dimension Capital Management LLC 0.78% No change 7 $4.8M
Graves Light Lenhart Wealth, Inc. 0.59% No change 7 $4.8M
Southeast Asset Advisors, LLC 0.58% Reduce -80.0% 7 $4.8M
Parthenon LLC 0.58% No change 7 $4.8M
Intrust Bank NA 0.48% No change 7 $4.8M
Transcend Capital Advisors, LLC 0.34% No change 7 $4.8M
Principle Wealth Partners LLC 0.33% No change 7 $4.8M
Main Street Research LLC 0.30% No change 7 $4.8M
EverSource Wealth Advisors, LLC 0.27% No change 7 $4.8M
Bragg Financial Advisors, Inc 0.19% No change 7 $4.8M
Nicholas Hoffman & Company, LLC. 0.19% No change 7 $4.8M
World Investment Advisors 0.13% Add +75.0% 7 $4.8M
Old National Bancorp 0.11% No change 7 $4.8M
Prospera Financial Services Inc 0.11% No change 7 $4.8M
Tocqueville Asset Management L.P. 0.07% No change 7 $4.8M
Independent Advisor Alliance 0.06% Reduce -12.5% 7 $4.8M
Steward Partners Investment Advisory, LLC 0.04% No change 7 $4.8M
MAI Capital Management 0.04% No change 7 $4.8M
Avantax Advisory Services, Inc. 0.03% No change 7 $4.8M
Invesco Ltd. 0.00% No change 7 $4.8M
HighPoint Advisor Group LLC 0.23% No change 6 $4.3M
Barlow Wealth Partners, LLC 0.52% No change 6 $4.1M
Beaton Management Co. Inc. 2.06% No change 6 $4.1M
Epacria Capital Partners, LLC 3.48% No change 6 $4.1M
English Capital Management LLC 3.10% Reduce -99.8% 6 $4.1M
Avondale Wealth Management 2.62% No change 6 $4.1M
Murphy, Middleton, Hinkle & Parker, Inc. 2.31% No change 6 $4.1M
KP Management LLC 1.43% No change 6 $4.1M
Cadent Capital Advisors, LLC 1.43% No change 6 $4.1M
Roberts Glore & Co. Inc. 1.21% No change 6 $4.1M
Northside Capital Management, LLC 1.09% No change 6 $4.1M
Coastal Bridge Advisors, LLC 1.03% No change 6 $4.1M
IFC Advisors LLC 0.89% — 6 $4.1M
GC Wealth Management RIA, LLC 0.72% New 6 $4.1M
Cascade Financial Partners, LLC 0.53% 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 0.39% Reduce -98.8% 6 $4.1M
Aureus Asset Management, LLC 0.26% No change 6 $4.1M
Goelzer Investment Management, Inc. 0.24% New 6 $4.1M
Blackhill Capital Inc. 0.21% No change 6 $4.1M
Daymark Wealth Partners, LLC 0.17% No change 6 $4.1M
First Foundation Advisors 0.15% No change 6 $4.1M
WASHINGTON TRUST Co 0.15% Add +20.0% 6 $4.1M
Waverly Advisors, LLC 0.06% 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
Lido Advisors, LLC 0.03% Add +50.0% 6 $4.1M
Credit Agricole S A 0.01% New 6 $4.1M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -14.3% 6 $4.1M
Fullcircle Wealth LLC 1.48% New 5 $3.6M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 5 $3.6M
Mutual Advisors, LLC 0.10% No change 5 $3.5M
Bond & Devick Financial Network, Inc. 1.48% No change 5 $3.5M
Am Investment Strategies LLC 0.83% No change 5 $3.4M
RMR Capital Management, LLC 2.54% Reduce -16.7% 5 $3.4M
Allie Family Office LLC 1.89% No change 5 $3.4M
Intelligent Financial Strategies 1.89% No change 5 $3.4M
Lumbard & Kellner, LLC 1.46% Add +25.0% 5 $3.4M
Zullo Investment Group, Inc. 1.37% No change 5 $3.4M
Valley Forge Investment Consultants Inc. Adv 1.17% No change 5 $3.4M
Total Clarity Wealth Management, Inc. 1.11% No change 5 $3.4M
Hilltop National Bank 1.02% No change 5 $3.4M
Whitford Management LLC 1.01% No change 5 $3.4M
Schwarz Dygos Wheeler Investment Advisors LLC 0.84% No change 5 $3.4M
one8zero8, LLC 0.73% — 5 $3.4M
Citizens National Bank Trust Department 0.72% No change 5 $3.4M
First National Bank & Trust Co. of Newtown 0.71% No change 5 $3.4M
Summit Asset Management, LLC 0.60% No change 500 $3.4M
Foundation Resource Management Inc. 0.57% No change 5 $3.4M
Rbo & Co. LLC 0.56% No change 5 $3.4M
American National Bank & Trust 0.38% No change 5 $3.4M
Richard C. Young & CO., LTD. 0.37% New 5 $3.4M
MV Capital Management, Inc. 0.36% No change 5 $3.4M
Amplius Wealth Advisors, LLC 0.35% No change 5 $3.4M
Pine Ridge Advisers LLC 0.30% No change 5 $3.4M
Narwhal Capital Management 0.30% No change 5 $3.4M
Washington Trust Advisors, Inc. 0.28% New 5 $3.4M
Schaper Benz & Wise Investment Counsel Inc. 0.27% Reduce -16.7% 5 $3.4M
Hills Bank & Trust Co 0.26% No change 5 $3.4M
Kingswood Wealth Advisors, LLC 0.26% New 5 $3.4M
Jacobi Capital Management LLC 0.25% No change 5 $3.4M
NBT Bank, N.A. 0.24% No change 5 $3.4M
Meritage Portfolio Management 0.21% No change 5 $3.4M
McKinley Carter Wealth Services, Inc. 0.21% No change 5 $3.4M
Osterweis Capital Management Inc. 0.21% No change 5 $3.4M
First Interstate Bank 0.21% No change 5 $3.4M
Gladstone Institutional Advisory LLC 0.16% No change 5 $3.4M
Avior Wealth Management, LLC 0.12% Add +25.0% 5 $3.4M
Ameritas Investment Partners, Inc. 0.11% No change 5 $3.4M
Clearstead Advisors, LLC 0.05% Add +25.0% 5 $3.4M
Benjamin Edwards Inc. 0.05% No change 5 $3.4M
Confluence Investment Management LLC 0.05% No change 5 $3.4M
Atria Investments, Inc 0.04% No change 5 $3.4M
Fiera Capital Corp 0.01% No change 5 $3.4M
Bank of Nova Scotia 0.01% No change 5 $3.4M
BNP Paribas 0.05% No change 5 $3.4M
Vista Capital Partners, Inc. 0.35% Reduce -1.2% 6,628 $3.0M
Turim 21 Investimentos Ltda. 0.73% No change 4 $2.8M
Financial Management Network Inc. 0.57% No change 4 $2.7M
Wintrust Investments LLC 2.40% No change 4 $2.7M
RK Asset Management, LLC 2.23% No change 4 $2.7M
Mosaic Financial Group, LLC 1.95% No change 4 $2.7M
Ulland Investment Advisors, LLC 1.88% No change 4 $2.7M
University of Maryland Foundation, Inc. 1.53% No change 4 $2.7M
Santa Monica Partners LP 1.47% No change 4 $2.7M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.20% No change 4 $2.7M
Sentinel Trust Co. Lba 0.31% No change 4 $2.7M
Sage Investment Counsel LLC 3.55% — 4 $2.7M
Kennon-Green & Company, LLC 2.35% No change 4 $2.7M
Muirfield Wealth Advisors LLC 2.25% No change 4 $2.7M
Bright Financial Advisors, Inc. 1.71% No change 4 $2.7M
Black Diamond Capital Management, L.L.C. 1.47% No change 4 $2.7M
Fogel Capital Management, Inc. 1.37% No change 4 $2.7M
Fortress Wealth Management, Inc. 1.32% No change 4 $2.7M
Gibraltar Capital Management, Inc. 1.20% No change 4 $2.7M
Bourne Lent Asset Management Inc. 1.04% No change 4 $2.7M
Court Place Advisors, LLC 0.88% No change 4 $2.7M
Canvas Wealth Advisors, LLC 0.68% No change 4 $2.7M
Topsail Wealth Management, LLC 0.58% — 4 $2.7M
Manitou Investment Management Ltd. 0.54% No change 4 $2.7M
CHICAGO TRUST Co NA 0.50% No change 4 $2.7M
Hendershot Investments Inc. 0.37% No change 4 $2.7M
Baxter Bros Inc. 0.36% No change 4 $2.7M
Heritage Trust Co 0.32% — 6 $2.7M
Coastline Trust Co 0.32% No change 4 $2.7M
Johnson Financial Group, LLC 0.32% No change 4 $2.7M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.29% No change 4 $2.7M
FourThought Financial Partners, LLC 0.28% New 4 $2.7M
Callahan Advisors, LLC 0.26% New 4 $2.7M
CORDA Investment Management, LLC. 0.22% No change 4 $2.7M
BBR Partners, LLC 0.19% Add +300.0% 4 $2.7M
North Star Investment Management Corp. 0.19% No change 4 $2.7M
Parsons Capital Management Inc. 0.15% No change 4 $2.7M
Venturi Wealth Management, LLC 0.13% No change 4 $2.7M
Waldron Private Wealth LLC 0.11% Add +100.0% 4 $2.7M
Wesbanco Bank Inc. 0.09% New 4 $2.7M
Florida Trust Wealth Management Co 0.09% No change 4 $2.7M
Spire Wealth Management 0.08% No change 4 $2.7M
CreativeOne Wealth, LLC 0.08% Add +33.3% 4 $2.7M
Palisade Capital Management, LP 0.08% No change 4 $2.7M
NorthCrest Asset Manangement, LLC 0.08% No change 4 $2.7M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% No change 4 $2.7M
Evoke Wealth, LLC 0.08% No change 4 $2.7M
Sagespring Wealth Partners, LLC 0.07% — 4 $2.7M
Crawford Investment Counsel Inc. 0.05% No change 4 $2.7M
Kestra Private Wealth Services, LLC 0.05% No change 4 $2.7M
Advisors Capital Management, LLC 0.04% No change 4 $2.7M
Pinnacle Associates Ltd. 0.04% Add +100.0% 4 $2.7M
United Capital Financial Advisors, LLC 0.02% No change 4 $2.7M
EP Wealth Advisors, LLC 0.02% No change 4 $2.7M
Flossbach Von Storch SE 0.01% Add +33.3% 4 $2.7M
Aristotle Capital Management, LLC 0.01% No change 4 $2.7M
1832 Asset Management L.P. 0.00% No change 4 $2.7M
Dodge & Cox 0.00% No change 4 $2.7M
Dimensional Fund Advisors LP 0.00% No change 4 $2.7M
HRT Financial LP 0.01% Reduce -77.8% 4 $2.7M
DekaBank Deutsche Girozentrale 0.01% No change 4 $2.7M
Thrivent Financial for Lutherans 0.00% No change 3 $2.1M
Asset Allocation & Management Company, LLC 1.12% No change 3 $2.0M
First PREMIER Bank 0.52% No change 3 $2.0M
Boston Family Office LLC 0.14% No change 3 $2.0M
Cwm, LLC 0.01% No change 3 $2.0M
Eschler Asset Management LLP 4.80% No change 3 $2.0M
BXM Wealth LLC 2.86% — 3 $2.0M
Investidor Profissional Gestao de Recursos Ltda. 2.51% No change 3 $2.0M
Davis Wealth Advisors, LLC 2.25% — 3 $2.0M
American Alpha Advisors, LLC 1.86% No change 3 $2.0M
Broyhill Asset Management, LLC 1.80% — 3 $2.0M
Hoese & Co LLP 1.77% No change 3 $2.0M
Morey & Quinn Wealth Partners, LLC 1.73% — 3 $2.0M
Exchange Bank 1.64% No change 3 $2.0M
Accredited Investor Services, LLC 1.63% — 3 $2.0M
Fortitude Advisory Group L.L.C. 1.23% No change 3 $2.0M
Chelsea Counsel Co. 1.05% No change 3 $2.0M
Waterford Advisors, LLC 1.04% New 300 $2.0M
Wealth Advisors of Iowa, LLC 1.03% No change 3 $2.0M
Maltin Wealth Management, Inc. 1.00% No change 3 $2.0M
Silver Lake Advisory, LLC 0.90% No change 300 $2.0M
Kings Path Partners LLC 0.87% No change 3 $2.0M
McMill Wealth Management 0.83% — 3 $2.0M
SMART Wealth LLC 0.73% New 3 $2.0M
East Coast Asset Management, LLC. 0.68% No change 3 $2.0M
First International Bank & Trust 0.66% No change 3 $2.0M
Hurlow Wealth Management Group, Inc. 0.64% No change 3 $2.0M
Childress Capital Advisors, LLC 0.57% No change 3 $2.0M
Bank of New Hampshire 0.53% No change 3 $2.0M
HFR Wealth Management, LLC 0.50% Add +9900.0% 300 $2.0M
Atlas Legacy Advisors, LLC 0.49% — 3 $2.0M
Beverly Hills Private Wealth, LLC 0.42% Reduce -25.0% 3 $2.0M
Bremer Bank National Association 0.40% No change 3 $2.0M
Fourpath Capital Management, LLC 0.38% No change 3 $2.0M
Fort Sheridan Advisors LLC 0.30% No change 3 $2.0M
Gryphon Financial Partners LLC 0.29% No change 3 $2.0M
Parkside Financial Bank & Trust 0.27% No change 3 $2.0M
Middleton & Co. Inc. 0.23% No change 3 $2.0M
Webster Bank, N. A. 0.22% No change 3 $2.0M
Knollwood Investment Advisory, LLC 0.21% No change 3 $2.0M
Marks Group Wealth Management, Inc 0.20% No change 3 $2.0M
BTC Capital Management, Inc. 0.19% No change 3 $2.0M
XML Financial, LLC 0.19% No change 3 $2.0M
Vicus Capital 0.18% No change 3 $2.0M
Edgemoor Investment Advisors, Inc. 0.18% No change 3 $2.0M
FAS Wealth Partners, Inc. 0.17% No change 3 $2.0M
Foster Dykema Cabot & Partners, LLC 0.16% No change 3 $2.0M
Cyndeo Wealth Partners, LLC 0.14% No change 3 $2.0M
Zhang Financial LLC 0.12% No change 3 $2.0M
Stratos Wealth Advisors, LLC 0.10% No change 3 $2.0M
First Merchants Corp. 0.08% No change 3 $2.0M
Farther Finance Advisors, LLC 0.07% Add +50.0% 3 $2.0M
Boston Financial Mangement LLC 0.06% No change 3 $2.0M
Associated Banc-Corp 0.06% No change 3 $2.0M
Boston Common Asset Management, LLC 0.06% No change 3 $2.0M
Chicago Capital, LLC 0.05% No change 3 $2.0M
AlTi Global, Inc. 0.05% No change 3 $2.0M
Capital Investment Advisors, LLC 0.04% No change 3 $2.0M
Merit Financial Group, LLC 0.04% No change 3 $2.0M
Stratos Wealth Partners, LTD. 0.03% No change 3 $2.0M
Yousif Capital Management, LLC 0.02% No change 3 $2.0M
Johnson Investment Counsel Inc. 0.02% No change 3 $2.0M
Savant Capital, LLC 0.02% Add +50.0% 3 $2.0M
Boston Trust Walden Corp 0.01% No change 3 $2.0M
Edgewood Management LLC 0.01% No change 3 $2.0M
Kayne Anderson Rudnick Investment Management LLC 0.00% No change 3 $2.0M
Jones Financial Companies LLLP 0.00% No change 3 $2.0M
Acadian Asset Management LLC 0.01% No change 3 $2.0M
Janus Henderson Group PLC 0.00% Reduce -40.0% 3 $2.0M
Russell Investments Group, Ltd. 0.00% Reduce -62.5% 3 $2.0M
Erste Asset Management GmbH 0.02% No change 3 $2.0M
360 Financial, Inc. 0.63% Add +381300.0% 3,814 $1.7M
Liberty Square Wealth Partners LLC 0.52% — 2 $1.4M
Debussy Capital Management LP 0.22% New 2 $1.4M
Orleans Capital Management Corp. 0.79% Reduce -99.0% 2 $1.4M
Berkshire Asset Management LLC 0.07% Reduce -33.3% 2 $1.4M
Harbour Capital Advisors, LLC 0.30% No change 2 $1.4M
Boothe Investment Group, Inc. 0.59% No change 2 $1.4M
Thomas Story & Son LLC 0.57% No change 2 $1.4M
Long Road Investment Counsel, LLC 0.56% No change 2 $1.4M
Neville Rodie & Shaw Inc. 0.10% No change 2 $1.4M
MML Investors Services, LLC 0.00% No change 2 $1.4M
Wiser Advisor Group LLC 1.98% No change 2 $1.4M
Alpha Advisors, LLC 1.40% — 2 $1.4M
North Berkeley Wealth Management, LLC 1.38% — 2 $1.4M
NorthLanding Financial Partners, LLC 1.37% No change 2 $1.4M
Aldebaran Capital, LLC 1.30% No change 2 $1.4M
Financial Alternatives, Inc 0.96% No change 2 $1.4M
Stephenson & Company, Inc. 0.92% No change 2 $1.4M
Tranquilli Financial Advisor LLC 0.86% No change 2 $1.4M
Brooks, Moore & Associates, Inc. 0.81% No change 2 $1.4M
Lagoda Investment Management, L.P. 0.74% No change 2 $1.4M
Independent Family Office, LLC 0.71% Reduce -33.3% 2 $1.4M
Sterling Group Wealth Management, LLC 0.71% No change 2 $1.4M
Melone Private Wealth, LLC 0.71% No change 2 $1.4M
Wimmer Associates 1, LLC 0.67% No change 2 $1.4M
Landmark Wealth Management, Inc. 0.66% No change 2 $1.4M
Bryant Woods Investment Advisors, LLC 0.66% No change 2 $1.4M
Wealth Quarterback LLC 0.64% No change 2 $1.4M
Kaye Capital Management 0.62% No change 2 $1.4M
Bantamac Capital, LLC 0.61% No change 2 $1.4M
Wealthstar Advisors, LLC 0.59% — 2 $1.4M
StrongBox Wealth, LLC 0.58% No change 2 $1.4M
Creative Capital Management Investments LLC 0.57% No change 2 $1.4M
Benson Investment Management Company, Inc. 0.57% No change 2 $1.4M
Omnia Family Wealth, LLC 0.56% No change 2 $1.4M
Excalibur Management Corp. 0.54% No change 2 $1.4M
Seneca House Advisors 0.54% No change 2 $1.4M
NWK Group, Inc. 0.53% Reduce -50.0% 2 $1.4M
Jackson, Grant Investment Advisers, Inc. 0.52% No change 2 $1.4M
44 Wealth Management LLC 0.52% No change 2 $1.4M
Seven Springs Wealth Group, LLC 0.52% No change 2 $1.4M
Interchange Capital Partners, LLC 0.49% No change 2 $1.4M
Clayton Financial Group LLC 0.49% No change 2 $1.4M
Bill Few Associates, Inc. 0.48% No change 2 $1.4M
Permit Capital, LLC 0.47% No change 2 $1.4M
Flagstone Financial Management 0.45% No change 2 $1.4M
Highline Wealth Partners LLC 0.45% No change 2 $1.4M
Regimen Wealth, LLC 0.44% No change 2 $1.4M
WR Wealth Planners, LLC 0.44% No change 2 $1.4M
Abound Wealth Management 0.44% No change 2 $1.4M
Fischer Financial Services, Inc. 0.43% — 2 $1.4M
Carr Financial Group Corp 0.43% No change 2 $1.4M
Snider Financial Group 0.42% No change 2 $1.4M
Weaver Capital Management LLC 0.38% New 200 $1.4M
WealthBridge Capital Management, LLC 0.38% No change 2 $1.4M
Cornerstone Wealth Advisors, Inc. 0.37% No change 2 $1.4M
Citizens Business Bank 0.32% No change 2 $1.4M
Burke & Herbert Bank & Trust Co. 0.32% No change 2 $1.4M
Harvey Capital Management Inc. 0.32% No change 2 $1.4M
JFG Wealth Management, LLC 0.31% Add +100.0% 2 $1.4M
Key Financial Inc 0.31% No change 2 $1.4M
Regent Peak Wealth Advisors LLC 0.31% No change 2 $1.4M
Sage Rhino Capital LLC 0.30% No change 2 $1.4M
Herold Advisors, Inc. 0.30% No change 2 $1.4M
Clearstead Trust, LLC 0.29% No change 2 $1.4M
Wealth Alliance Advisory Group, LLC 0.29% No change 2 $1.4M
Allied Investment Advisors, LLC 0.27% No change 2 $1.4M
Kelman-Lazarov, Inc. 0.25% No change 2 $1.4M
Bellecapital International Ltd. 0.24% No change 2 $1.4M
Asset Management Group, Inc. 0.24% No change 200 $1.4M
Human Investing LLC 0.24% No change 2 $1.4M
Wellington Shields Capital Management, LLC 0.24% No change 2 $1.4M
CRA Financial Services, LLC 0.23% No change 2 $1.4M
Ironwood Investment Counsel, LLC 0.23% No change 2 $1.4M
Evolution Wealth Advisors, LLC 0.23% Add +100.0% 2 $1.4M
Cohen Capital Management, Inc. 0.23% No change 2 $1.4M
Cadinha & Co. LLC 0.23% No change 2 $1.4M
Destiny Wealth Partners, LLC 0.22% New 2 $1.4M
Cardinal Point Capital Management ULC 0.22% No change 2 $1.4M
Parker Investment Management, LLC 0.21% No change 2 $1.4M
Premier Path Wealth Partners, LLC 0.21% No change 2 $1.4M
Trust Co. of Toledo NA 0.18% No change 2 $1.4M
Portland Global Advisors LLC 0.17% No change 2 $1.4M
Atom Investors LP 0.17% No change 2 $1.4M
Fiducient Advisors LLC 0.17% No change 2 $1.4M
Sheets Smith Wealth Management 0.17% No change 2 $1.4M
Biglari Capital Corp. 0.16% No change 2 $1.4M
Manchester Capital Management LLC 0.16% No change 2 $1.4M
Keeley-Teton Advisors, LLC 0.16% No change 2 $1.4M
Harbour Trust & Investment Management Co 0.15% No change 2 $1.4M
CapWealth Advisors, LLC 0.15% No change 2 $1.4M
Quent Capital, LLC 0.14% No change 2 $1.4M
Schwerin Boyle Capital Management Inc. 0.14% No change 2 $1.4M
Rational Advisors, Inc. 0.14% No change 2 $1.4M
Fiduciary Group, LLC 0.14% No change 2 $1.4M
Canandaigua National Bank & Trust Co. 0.13% No change 2 $1.4M
Brandywine Oak Private Wealth LLC 0.13% No change 2 $1.4M
Taurus Asset Management, LLC 0.13% No change 2 $1.4M
Capital Investment Advisory Services, LLC 0.13% No change 2 $1.4M
Harbor Investment Advisory, LLC 0.13% No change 2 $1.4M
TCV Trust & Wealth Management, Inc. 0.13% No change 2 $1.4M
Penobscot Investment Management Company, Inc. 0.12% No change 2 $1.4M
Lindbrook Capital, LLC 0.12% No change 2 $1.4M
ProVise Management Group, LLC 0.12% No change 2 $1.4M
KMG Fiduciary Partners, LLC 0.11% No change 2 $1.4M
Sound View Wealth Advisors Group, LLC 0.11% No change 2 $1.4M
Lee Danner & Bass Inc. 0.11% No change 2 $1.4M
BOK Financial Private Wealth, Inc. 0.10% No change 2 $1.4M
Thomasville National Bank 0.10% No change 2 $1.4M
Rothschild Investment LLC 0.09% No change 2 $1.4M
Oxford Financial Group, LTD. LLC 0.09% Reduce -75.0% 2 $1.4M
UNIVEST FINANCIAL Corp 0.09% No change 2 $1.4M
Graypoint LLC 0.08% No change 2 $1.4M
Sabal Trust CO 0.08% No change 2 $1.4M
GM Advisory Group, LLC 0.08% No change 2 $1.4M
Bryn Mawr Trust Advisors, LLC 0.07% No change 2 $1.4M
Hirtle & Co., LLC 0.07% No change 2 $1.4M
First Western Trust Bank 0.06% No change 2 $1.4M
Dynamic Advisor Solutions LLC 0.06% No change 2 $1.4M
Americana Partners, LLC 0.06% Reduce -33.3% 2 $1.4M
J.W. Cole Advisors, Inc. 0.06% Reduce -33.3% 2 $1.4M
Ashton Thomas Private Wealth, LLC 0.05% No change 2 $1.4M
First National Trust Co 0.05% No change 2 $1.4M
F/m Investments LLC 0.05% No change 2 $1.4M
Schwartz Investment Counsel Inc. 0.05% No change 2 $1.4M
Independent Financial Group, LLC 0.05% Add +100.0% 2 $1.4M
Busey Bank 0.04% No change 2 $1.4M
B. Riley Wealth Advisors, Inc. 0.04% No change 2 $1.4M
Scharf Investments, LLC 0.04% No change 2 $1.4M
Ritholtz Wealth Management 0.04% No change 2 $1.4M
First Horizon Advisors, Inc. 0.04% No change 2 $1.4M
CENTRAL TRUST Co 0.03% Reduce -84.6% 2 $1.4M
Diversified Trust Co. 0.03% No change 2 $1.4M
First Financial Bankshares Inc 0.03% No change 2 $1.4M
Foundations Investment Advisors, LLC 0.03% New 2 $1.4M
Meitav Investment House Ltd. 0.02% No change 2 $1.4M
Focus Partners Advisor Solutions, LLC 0.02% New 2 $1.4M
Cubist Systematic Strategies, LLC 0.02% New 2 $1.4M
Synovus Financial Corp. 0.02% No change 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
JARISLOWSKY, FRASER Ltd 0.01% No change 2 $1.4M
Nomura Asset Management Co. Ltd. 0.00% No change 2 $1.4M
Prudential Financial Inc. 0.00% Reduce -33.3% 2 $1.4M
National Bank of Canada 0.00% Reduce -66.7% 2 $1.4M
Arete Wealth Advisors, LLC 0.10% Add +1.0% 101 $1.4M
Harvest Fund Management Co., Ltd 0.06% No change 2 $1.4M
Game Plan Financial Advisors, LLC 0.72% New 200 $1.4M
Family Legacy, Inc. 0.46% No change 2 $1.4M
Scott Capital Advisors, LLC 0.38% No change 2 $1.3M
Sargent Investment Group, LLC 0.22% No change 2 $1.3M
Phillips Wealth Planners LLC 1.32% No change 2 $1.3M
Net Worth Advisory Group 0.23% No change 1 $761K
BridgePort Financial Solutions, LLC 0.34% — 1 $753K
Cornerstone Advisory, LLC 0.08% New 1 $719K
Facet Wealth, Inc. 0.02% No change 1 $709K
Kapstone Financial Advisors LLC 0.38% No change 1 $705K
Johnson Financial Group, Inc. 0.03% No change 1 $703K
Fidelis Capital Partners, LLC 0.07% No change 1 $697K
FF Advisors,LLC 0.47% No change 1 $686K
Latko Wealth Management, Ltd. 0.40% No change 1 $681K
Trust Co of Kansas 0.33% No change 1 $681K
Garner Asset Management Corp 0.31% No change 100 $681K
Tealwood Asset Management Inc. 0.28% New 1 $681K
X-Square Capital, LLC 0.28% No change 100 $681K
Stonebridge Capital Management Inc. 0.28% No change 1 $681K
First Dallas Securities Inc. 0.28% No change 1 $681K
Hendley & Co. Inc. 0.24% No change 1 $681K
Shikiar Asset Management Inc. 0.20% No change 1 $681K
Cordatus Wealth Management LLC 0.18% New 1 $681K
Beach Investment Counsel Inc. 0.09% No change 1 $681K
Capital Advisors, Ltd. LLC 0.09% No change 1 $681K
LVM Capital Management Ltd. 0.07% No change 1 $681K
Wendell David Associates Inc. 0.07% No change 1 $681K
Appleton Partners Inc. 0.05% No change 1 $681K
Analyst IMS Investment Management Services Ltd. 0.02% No change 1 $681K
Rainier Family Wealth Inc. 0.82% — 1 $681K
Cypress Capital Management LLC (WY) 0.78% No change 1 $681K
Petros Family Wealth, LLC 0.74% — 1 $681K
Infinity Wealth Counsel, LLC 0.73% — 1 $681K
Treynor Bancshares, Inc. 0.72% No change 1 $681K
ArborFi Advisors, LLC 0.68% — 1 $681K
Cushing Capital Partners, LLC 0.66% — 1 $681K
Wealthgarden F.S. LLC 0.64% No change 1 $681K
Riverview Trust Co 0.62% No change 1 $681K
Orca Wealth Management, LLC 0.61% — 1 $681K
Collier Financial 0.61% — 1 $681K
Magnolia Private Wealth, LLC 0.61% — 1 $681K
Farley Capital L.P. 0.58% No change 1 $681K
Kampmann Melissa S. 0.54% No change 1 $681K
Terra Nova Asset Management LLC 0.52% No change 1 $681K
Pinney & Scofield, Inc. 0.52% — 100 $681K
American Institute for Advanced Investment Management, LLP 0.51% No change 1 $681K
Tilia Fiduciary Partners, Inc. 0.46% No change 1 $681K
Sprinkle Financial Consultants LLC 0.46% New 1 $681K
Councilmark Asset Management, LLC 0.46% No change 1 $681K
Objective Capital Management, LLC 0.46% No change 1 $681K
Fortis Advisors, LLC 0.45% No change 1 $681K
Visionary Horizons, LLC 0.45% No change 1 $681K
Lantern Wealth Advisors, LLC 0.44% No change 1 $681K
Seven Mile Advisory 0.43% No change 1 $681K
McCarter Private Wealth Services LLC 0.43% No change 1 $681K
Eagle Bay Advisors LLC 0.43% No change 1 $681K
Triton Financial Group Inc 0.43% No change 1 $681K
Armstrong, Fleming & Moore, Inc 0.41% No change 1 $681K
Novak & Powell Financial Services, Inc. 0.41% No change 1 $681K
CoreFirst Bank & Trust 0.40% No change 1 $681K
Matrix Private Capital Group LLC 0.39% No change 1 $681K
Capital Wealth Alliance, LLC 0.39% No change 1 $681K
Verity Asset Management, Inc. 0.38% No change 1 $681K
MN Wealth Advisors, LLC 0.38% No change 1 $681K
Hall Kathryn A. 0.38% No change 1 $681K
Greykasell Wealth Strategies, Inc. 0.38% — 1 $681K
Regency Capital Management Inc.\DE 0.37% No change 1 $681K
Tandem Capital Management Corp. 0.36% No change 1 $681K
Legal Advantage Investments, Inc. 0.36% No change 1 $681K
5th Street Advisors, LLC 0.35% No change 1 $681K
Hyperion Capital Advisors LP 0.35% No change 1 $681K
Chronos Wealth Management, LLC 0.35% No change 1 $681K
Northstar Advisory Group, LLC 0.35% No change 1 $681K
TCFG Wealth Management, LLC 0.35% No change 1 $681K
Arcadia Wealth Management, LLC 0.34% No change 1 $681K
AAF Wealth Management, LLC 0.34% No change 1 $681K
Autumn Glory Partners, LLC 0.33% No change 1 $681K
Pavion Blue Capital, LLC 0.32% No change 1 $681K
Hall Capital Management Co. Inc. 0.32% — 1 $681K
Caldwell Sutter Capital, Inc. 0.32% No change 1 $681K
PCA Investment Advisory Services Inc. 0.32% No change 1 $681K
Wealthedge Investment Advisors, LLC 0.31% — 1 $681K
Mma Asset Management LLC 0.30% New 1 $681K
Murphy Pohlad Asset Management LLC 0.29% No change 1 $681K
Gen-Wealth Partners Inc 0.29% No change 1 $681K
Hanover Advisors Inc. 0.29% No change 1 $681K
Gitterman Wealth Management, LLC 0.28% No change 1 $681K
Texas Bank & Trust Co 0.28% — 1 $681K
Encompass Wealth Advisors, LLC 0.27% No change 1 $681K
Oak Family Advisors, LLC 0.27% No change 1 $681K
Kercheville Advisors, LLC 0.26% No change 1 $681K
Vance Wealth, LLC 0.26% No change 1 $681K
Colton Groome Financial Advisors, LLC 0.26% No change 1 $681K
jvl associates llc 0.26% No change 1 $681K
Pegasus Asset Management, Inc. 0.26% No change 100 $681K
Quaker Capital Investments, LLC 0.25% No change 1 $681K
Congress Park Capital LLC 0.25% No change 1 $681K
Jeppson Wealth Management, LLC 0.25% No change 1 $681K
Impact Capital Partners LLC 0.24% — 1 $681K
Atlas Brown,Inc. 0.23% No change 1 $681K
Indiana Trust & Investment Management Co 0.23% No change 1 $681K
Enterprise Bank & Trust Co 0.22% No change 1 $681K
Nia Impact Advisors, LLC 0.22% No change 1 $681K
Integral Investment Advisors, Inc. 0.22% No change 100 $681K
Barry Investment Advisors, LLC 0.22% No change 1 $681K
D.B. Root & Company, LLC 0.22% No change 1 $681K
Parisi Gray Wealth Management 0.22% No change 1 $681K
Centurion Wealth Management LLC 0.21% Reduce -50.0% 1 $681K
Vista Investment Partners LLC 0.21% No change 1 $681K
Steamboat Capital Partners, LLC 0.21% No change 1 $681K
Brady Family Wealth, LLC 0.21% No change 1 $681K
McLean Asset Management Corp 0.20% No change 1 $681K
Westend Capital Management, LLC 0.20% No change 1 $681K
Windsor Capital Management, LLC 0.20% No change 1 $681K
Eclectic Associates Inc. 0.20% New 1 $681K
Lorne Steinberg Wealth Management Inc. 0.20% No change 1 $681K
Founders Grove Wealth Partners, LLC 0.20% — 1 $681K
Timber Creek Capital Management LLC 0.20% No change 1 $681K
Advus Financial Partners, LLC 0.19% No change 1 $681K
GFG Capital, LLC 0.19% No change 1 $681K
Monarch Capital Management Inc. 0.19% No change 1 $681K
Madrona Financial Services, LLC 0.19% No change 1 $681K
Rappaport Reiches Capital Management, LLC 0.18% No change 1 $681K
Plimoth Trust Co. LLC 0.17% No change 1 $681K
Nvwm, LLC 0.17% No change 1 $681K
Cutter & CO Brokerage, Inc. 0.17% No change 1 $681K
Elgethun Capital Management 0.17% New 1 $681K
United American Securities Inc. (d/b/a UAS Asset Management) 0.16% No change 1 $681K
Whalerock Point Partners, LLC 0.16% No change 1 $681K
Clare Market Investments LLC 0.16% No change 1 $681K
Chemistry Wealth Management LLC 0.16% No change 1 $681K
Carrera Capital Advisors 0.16% No change 1 $681K
Iat Reinsurance Co. LTD. 0.16% No change 1 $681K
High Falls Advisors, Inc 0.16% No change 1 $681K
Cranbrook Wealth Management, LLC 0.16% No change 1 $681K
Shorepoint Capital Partners LLC 0.16% No change 1 $681K
Milestone Asset Management, LLC 0.15% No change 1 $681K
Perkins Coie Trust Co 0.15% No change 1 $681K
Versant Capital Management, Inc 0.15% No change 1 $681K
Woodard & Co. Asset Management Group Inc. 0.15% No change 1 $681K
Aspen Grove Capital, LLC 0.14% No change 1 $681K
Heron Bay Capital Management 0.14% No change 1 $681K
Sachem Hill LLC 0.14% No change 1 $681K
SC&H Financial Advisors, Inc. 0.14% No change 1 $681K
Integrated Investment Consultants, LLC 0.14% No change 1 $681K
Schnieders Capital Management LLC 0.14% No change 1 $681K
Regatta Capital Group, LLC 0.13% No change 1 $681K
First Bank & Trust 0.13% No change 1 $681K
Alpine Woods Capital Investors, LLC 0.13% No change 1 $681K
Headinvest, LLC 0.13% No change 1 $681K
Amarillo National Bank 0.13% No change 1 $681K
Founders Capital Management, LLC 0.12% No change 1 $681K
Oarsman Capital, Inc. 0.12% No change 1 $681K
Kavar Capital Partners Group, LLC 0.12% No change 1 $681K
Biltmore Family Office, LLC 0.11% New 1 $681K
Eagle Rock Investment Company, LLC 0.11% No change 1 $681K
Acorn Financial Advisory Services Inc. 0.11% No change 1 $681K
Formidable Asset Management, LLC 0.11% No change 1 $681K
Concord Wealth Partners 0.11% No change 1 $681K
Lake Street Private Wealth, LLC 0.11% No change 1 $681K
Harbor Advisors LLC 0.11% No change 1 $681K
Secure Asset Management, LLC 0.10% No change 1 $681K
Mayflower Financial Advisors, LLC 0.10% No change 1 $681K
Financial Partners Group, Inc 0.10% No change 1 $681K
LGL Partners, LLC 0.10% No change 1 $681K
Mosaic Family Wealth Partners, LLC 0.10% No change 1 $681K
City Holding Co. 0.10% No change 1 $681K
Iron Gate Global Advisors LLC 0.10% No change 100 $681K
Arbor Investment Advisors, LLC 0.10% No change 1 $681K
Lee Financial Co 0.10% No change 1 $681K
Stanley-Laman Group, Ltd. 0.10% No change 100 $681K
Greatmark Investment Partners, Inc. 0.09% No change 1 $681K
Relyea Zuckerberg Hanson LLC 0.09% No change 1 $681K
Rodgers Brothers Inc. 0.09% No change 1 $681K
Night Owl Capital Management, LLC 0.09% No change 1 $681K
Continuum Advisory, LLC 0.09% No change 1 $681K
Nottingham Advisors, Inc. 0.09% No change 1 $681K
Spirepoint Private Client, LLC 0.09% No change 1 $681K
Cypress Capital Group 0.08% No change 1 $681K
TRUE Private Wealth Advisors 0.08% No change 1 $681K
Oxbow Advisors, LLC 0.08% No change 1 $681K
Wealth Alliance, LLC 0.08% No change 1 $681K
United Bank 0.08% No change 1 $681K
Tanglewood Wealth Management, Inc. 0.08% No change 1 $681K
Diversified Portfolios, Inc. 0.07% No change 100 $681K
Penn Davis McFarland Inc. 0.07% No change 1 $681K
Certified Advisory Corp 0.07% No change 1 $681K
Strategic Investment Advisors / MI 0.07% No change 1 $681K
Waterloo Capital, L.P. 0.07% No change 1 $681K
Means Investment Co., Inc. 0.07% No change 1 $681K
RMR Wealth Builders 0.07% No change 1 $681K
Texas Capital Bank Wealth Management Services Inc 0.07% No change 1 $681K
Crescent Grove Advisors, LLC 0.07% No change 1 $681K
Forbes J M & Co. LLP 0.07% No change 1 $681K
Ledyard National Bank 0.06% No change 1 $681K
Cozad Asset Management Inc. 0.06% No change 1 $681K
RVW Wealth, LLC 0.06% No change 1 $681K
Smith, Moore & Co. 0.06% No change 1 $681K
Fairholme Capital Management 0.06% No change 1 $681K
Plante Moran Financial Advisors, LLC 0.06% Reduce -66.7% 1 $681K
Icon Wealth Advisors, LLC 0.06% No change 1 $681K
Sfmg, LLC 0.05% No change 1 $681K
Schechter Investment Advisors, LLC 0.05% No change 1 $681K
Beaumont Financial Advisors, LLC 0.05% No change 1 $681K
Checchi Capital Advisers, LLC 0.05% No change 1 $681K
Simmons Bank 0.05% No change 1 $681K
Norris Perne & French LLP 0.05% No change 1 $681K
Trust Point Inc. 0.05% No change 1 $681K
Courier Capital LLC 0.05% No change 1 $681K
Greenwood Gearhart LLC 0.05% No change 1 $681K
Cadence Bank 0.05% No change 1 $681K
Cornerstone Wealth Management, LLC 0.05% No change 1 $681K
Y-Intercept (Hong Kong) Ltd 0.05% No change 1 $681K
Willis Investment Counsel 0.04% No change 1 $681K
Legacy Private Trust Co. 0.04% New 1 $681K
First National Bank of Omaha 0.04% No change 1 $681K
Edgar Lomax Co. 0.04% No change 1 $681K
Lowe Brockenbrough & Co. Inc. 0.04% No change 1 $681K
Klingman & Associates, LLC 0.04% No change 1 $681K
Meeder Advisory Services, Inc. 0.04% No change 1 $681K
PFG Investments, LLC 0.04% No change 1 $681K
Arvest Bank Trust Division 0.04% Reduce -50.0% 1 $681K
Alta Capital Management LLC/ 0.04% No change 1 $681K
Dorsey & Whitney Trust CO LLC 0.04% No change 1 $681K
Rice Hall James & Associates, LLC 0.04% No change 1 $681K
Csenge Advisory Group 0.04% No change 1 $681K
Index Fund Advisors, Inc. 0.04% No change 1 $681K
Waters Parkerson & Co., LLC 0.04% No change 1 $681K
Flagship Harbor Advisors, LLC 0.04% No change 1 $681K
Fairview Capital Investment Management, LLC 0.04% New 1 $681K
BLB&B Advisors, LLC 0.03% No change 1 $681K
Leavell Investment Management, Inc. 0.03% No change 1 $681K
Trust Co. of Vermont 0.03% No change 1 $681K
Meridian Wealth Management, LLC 0.03% No change 1 $681K
St Germain D J Co. Inc. 0.03% No change 1 $681K
Pallas Capital Advisors LLC 0.03% No change 1 $681K
Merriman Wealth Management, LLC 0.03% Reduce -50.0% 1 $681K
Balentine LLC 0.03% No change 1 $681K
Focus Financial Network, Inc. 0.03% No change 1 $681K
CX Institutional 0.03% No change 1 $681K
Mgo One Seven LLC 0.03% No change 1 $681K
Donaldson Capital Management, LLC 0.03% No change 1 $681K
TCTC Holdings, LLC 0.02% New 1 $681K
Burney Co./ 0.02% No change 1 $681K
IFP Advisors, Inc 0.02% New 1 $681K
NorthRock Partners, LLC 0.02% No change 1 $681K
Cary Street Partners Financial LLC 0.02% — 1 $681K
IHT Wealth Management, LLC 0.02% No change 1 $681K
Bleakley Financial Group, LLC 0.02% No change 1 $681K
MassMutual Private Wealth & Trust, FSB 0.02% No change 1 $681K
Bailard, Inc. 0.02% No change 1 $681K
Mission Wealth Management, LP 0.02% No change 1 $681K
Curi Capital, LLC 0.02% No change 1 $681K
Forvis Mazars Wealth Advisors, LLC 0.02% No change 1 $681K
Dakota Wealth Management 0.02% No change 1 $681K
Great Valley Advisor Group, Inc. 0.02% No change 1 $681K
Steadfast Capital Management LP 0.01% No change 1 $681K
Davis R M Inc. 0.01% No change 1 $681K
Kingsview Wealth Management, LLC 0.01% No change 1 $681K
Clarkston Capital Partners, LLC 0.01% No change 1 $681K
Flputnam Investment Management Co. 0.01% No change 1 $681K
LGT Group Foundation 0.01% Reduce -50.0% 1 $681K
Welch & Forbes LLC 0.01% No change 1 $681K
Blue Trust, Inc. 0.01% Reduce -50.0% 1 $681K
Horizon Kinetics Asset Management LLC 0.01% No change 1 $681K
Integrated Wealth Concepts LLC 0.01% No change 1 $681K
Brandes Investment Partners, LP 0.01% No change 1 $681K
Orion Porfolio Solutions, LLC 0.01% No change 1 $681K
Orion Portfolio Solutions, LLC 0.01% No change 1 $681K
Capital Group Private Client Services, Inc. 0.01% No change 1 $681K
Fort Washington Investment Advisors Inc. 0.00% No change 1 $681K
Los Angeles Capital Management LLC 0.00% No change 1 $681K
Baron Capital (BAMCO) 0.00% No change 1 $681K
Assetmark, Inc. 0.00% Reduce -50.0% 1 $681K
Mitsubishi UFJ Trust & Banking Corp 0.00% No change 1 $681K
Fisher Asset Management 0.00% New 1 $681K
Bank Julius Baer & Co. Ltd, Zurich 0.00% No change 1 $681K
Federation des caisses Desjardins du Quebec 0.00% No change 1 $681K
HBC Financial Services, PLLC 0.42% No change 1 $680K
Thoroughbred Financial Services, LLC 0.04% No change 1 $680K
Beutel, Goodman & Co Ltd. 0.00% No change 1 $680K
Lazard Asset Management LLC 0.00% No change 1 $680K
Fairfax Financial Holdings 0.04% No change 1 $680K
TD Waterhouse Canada Inc. 0.01% No change 1 $680K
Noble Family Wealth, LLC 0.19% No change 1 $678K
Schroder Investment Management Group 0.00% No change 1 $678K
International Assets Investment Management, LLC 0.06% No change 1 $676K
Accurate Wealth Management, LLC 0.13% No change 1 $663K
Bokf, NA 0.01% No change 1 $663K
Eagle Harbor Asset Management Inc. 0.46% No change 1,017 $461K
Evergreen Wealth Management, LLC 0.24% No change 1 $407K
Wedbush Securities Inc. 0.01% Reduce -16.7% 5 $405K
Sara-Bay Financial 0.13% Add +14.7% 779 $352K

"% 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.