Berkshire Hathaway Inc. Class ABRK.A

13F holders, Q1 2025 (March 31)
1,397holders +324
339new positions
40sold out
15famous investors
$669759.45avg. 13F price*

At the end of Q1 2025, 1,397 institutions reported holding Berkshire Hathaway Inc. Class A (BRK.A) in their 13F filings, up 324 from Q4 2024. 339 opened new positions and 40 sold out. The largest holders were FMR LLC ($26.5B), First Manhattan Co. Llc. ($11.4B) and Norges Bank ($7.6B). 15 famous investors held it, including Chris Bloomstran (14.9% of Semper Augustus Investments's portfolio), Tom Russo (14.8% of Gardner Russo & Quinn's portfolio) and Guy Spier (8.2% 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 Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions339$1.7B
Exits40$1.4B

All 13F filers, Q4 2024 → Q1 2025: 18,651 shares bought and 342,664 shares sold, net −324,013 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,397 holders

FMR LLC 1.70% Reduce -0.8% 33,247 $26.5B
First Manhattan Co. Llc. 33.21% Reduce -3.7% 14,253 $11.4B
Norges Bank 1.07% Reduce -0.8% 9,570 $7.6B
Kestra Advisory Services, LLC 17.62% Add +22675.0% 4,555 $3.6B
Vanguard Group Inc. 0.06% Add +0.7% 3,851 $3.1B
HighTower Advisors, LLC 2.06% Add +0.6% 1,903 $1.5B
Gardner Russo & Quinn 14.83% Reduce -11.3% 1,657 $1.3B
Davis Selected Advisers 7.17% Reduce -1.5% 1,558 $1.2B
Everett Harris & Co. 14.45% Reduce -0.1% 1,405 $1.1B
Morgan Stanley 0.07% Reduce -1.8% 1,160 $926.2M
Hikari Tsushin, Inc. 60.31% No change 1,127 $899.8M
PNC Financial Services Group, Inc. 0.47% Reduce -2.8% 1,117 $891.9M
Markel Group 7.90% No change 1,114 $889.5M
Paralel Advisors LLC 34.10% No change 1,028 $820.8M
First Eagle Investment Management, LLC 1.54% Reduce -0.4% 912 $728.2M
US Bancorp \de 0.96% Reduce -2.4% 901 $719.4M
Graham Holdings Co Master Retirement Trust 85.92% No change 829 $661.9M
BlackRock, Inc. 0.01% Add +2.4% 821 $655.5M
Bank of America Corp. 0.06% Reduce -0.5% 790 $630.8M
Hikari Power Ltd 49.55% No change 783 $625.2M
California Public Employees Retirement System 0.39% Reduce -1.9% 703 $561.3M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 6.99% No change 700 $558.9M
Mawer Investment Management Ltd. 2.64% New 684 $546.1M
Fiduciary Trust Co 6.72% Reduce -0.2% 643 $513.4M
Baldwin Investment Management, LLC 53.36% Add +9864.2% 556 $443.9M
UBS Group AG 0.09% Add +31.6% 520 $415.2M
Legal & General Group Plc 0.11% Add +2.2% 507 $404.9M
Clearbridge Investments, LLC 0.32% Reduce -6.7% 461 $368.1M
Graham Holdings Co 37.39% No change 422 $336.9M
Fayez Sarofim & Co 0.78% Reduce -2.7% 395 $315.4M
Bridges Investment Management Inc. 4.48% Reduce -2.3% 389 $310.6M
Virtu Financial LLC 16.65% Add +17.5% 383 $305.8M
State Street Corp. 0.01% Reduce -3.0% 361 $288.2M
Allen Holding Inc. 27.42% Reduce -8.3% 330 $263.5M
Canton Hathaway, LLC 50.01% Add +9.9% 310 $247.5M
State of Wisconsin Investment Board 0.64% Add +67.4% 308 $245.9M
Royal Bank of Canada 0.05% Add +4.2% 301 $240.3M
Bank of New York Mellon Corp 0.05% Reduce -0.7% 298 $237.9M
Pathstone Holdings, LLC 1.03% Add +3.8% 298 $237.8M
Armstrong Henry H Associates Inc. 22.44% Reduce -0.7% 290 $231.5M
Northern Trust Corp. 0.03% Add +1.8% 279 $222.8M
Mariner, LLC 0.36% Add +682.9% 274 $218.8M
Bank of Montreal 0.11% Add +72.5% 264 $210.8M
WS Management LLLP 34.71% No change 257 $205.2M
WINTON GROUP Ltd 10.55% No change 217 $173.3M
UMB Bank, n.a. 2.79% Reduce -0.9% 212 $169.3M
Corient Private Wealth LP 0.28% Reduce -97.6% 212 $169.3M
Rede Wealth, LLC 59.22% No change 210 $167.7M
Creative Planning 0.15% Add +1727.3% 201 $160.4M
Goldman Sachs Group Inc. 0.03% Reduce -0.5% 200 $159.7M
Brown Advisory Inc. 0.23% Reduce -2.5% 198 $158.1M
Brown Brothers Harriman & Co. 1.08% Reduce -5.8% 194 $154.9M
Raymond James Financial Inc. 0.06% Reduce -1.1% 187 $149.3M
Timucuan Asset Management Inc. 4.62% Reduce -7.9% 186 $148.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.04% Reduce -3.6% 186 $148.5M
American Century Companies Inc. 0.08% Reduce -3.4% 169 $134.9M
Tweedy, Browne Co LLC 11.82% Reduce -41.4% 167 $133.3M
Commonwealth Equity Services, LLC 0.19% Add +5.8% 164 $130.9M
Cable Hill Partners, LLC 12.58% No change 161 $128.9M
Nordwand Advisors, LLC 47.97% No change 160 $127.8M
Franklin Resources Inc. 0.04% Add +31.4% 159 $127.0M
Burgundy Asset Management Ltd. 1.32% Reduce -1.2% 159 $127.0M
HSBC Holdings PLC 0.08% No change 150 $119.8M
Stifel Financial Corp. 0.12% Add +7.3% 146 $116.6M
Punch Card Management L.P. 53.44% Reduce -58.5% 145 $115.8M
Royal London Asset Management Ltd. 0.27% Add +1.4% 141 $112.6M
Gabelli Funds LLC 0.86% Reduce -5.4% 139 $111.0M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.22% New 133 $106.2M
Neuberger Berman Group LLC 0.09% No change 133 $106.2M
Van Lanschot Kempen Investment Management N.V. 1.08% No change 130 $103.8M
Wells Fargo & Company 0.02% Reduce -15.3% 127 $101.6M
Hartline Investment Corp./ 13.44% Reduce -5.3% 126 $100.6M
Ruane, Cunniff & Goldfarb L.P. 1.83% No change 126 $100.6M
JPMorgan Chase & Co. 0.01% Reduce -8.1% 125 $99.8M
Mill Capital Management, LLC 7.81% Reduce -7.6% 122 $97.4M
Davis Asset Management, L.P. 3.99% No change 120 $95.8M
Arrowstreet Capital, Limited Partnership 0.08% Add +25.3% 119 $95.0M
Vontobel Holding Ltd. 0.34% Reduce -1.7% 118 $94.2M
Semper Augustus Investments 14.93% Reduce -3.3% 116 $92.6M
State of Michigan Retirement System 0.53% No change 116 $92.6M
CI Investments Inc. 0.38% Reduce -5.9% 112 $89.4M
General American Investors Co. Inc. 6.52% No change 110 $87.8M
Douglass Winthrop Advisors, LLC 1.64% Reduce -1.8% 108 $86.2M
Artemis Wealth Advisors, LLC 14.36% No change 100 $79.8M
Professional Advisory Services Inc. 10.06% No change 100 $79.8M
Well Done, LLC 13.95% No change 113 $76.9M
Hollencrest Capital Management 3.33% No change 95 $75.9M
CIBC Private Wealth Group LLC 0.16% Add +108.2% 102 $75.4M
Sumitomo Mitsui Trust Group, Inc. 0.05% No change 94 $75.1M
Ninety One SA (Pty) Ltd 13.36% No change 91 $72.1M
LPL Financial LLC 0.03% Add +8.4% 90 $71.9M
Bank Pictet & Cie (Europe) AG 1.70% No change 89 $71.1M
Focus Partners Wealth 0.18% Add +169.7% 89 $71.1M
Baird Financial Group, Inc. 0.14% Reduce -2.2% 88 $70.3M
Victory Capital Management Inc. 0.07% Reduce -4.4% 87 $69.5M
Chou Associates Management Inc. 37.76% No change 86 $68.7M
ACR Alpine Capital Research, LLC 1.42% Reduce -42.6% 85 $67.9M
Choreo, LLC 1.02% Reduce -1.2% 82 $65.5M
Tiaa Trust, National Association 0.20% Add +24.2% 82 $65.5M
Mercer Global Advisors Inc. 0.15% Add +305.0% 81 $64.7M
Accredited Investors Inc. 3.97% No change 80 $63.9M
Charles Schwab Investment Management Inc. 0.01% Add +25.8% 78 $62.3M
RBF Capital, LLC 3.83% No change 76 $60.7M
Eastern Bank 1.16% Reduce -7.5% 74 $59.1M
I.G.Y. Ltd 24.91% Reduce -1.3% 74 $59.1M
Wilmington Savings Fund Society, FSB 1.10% Reduce -1.3% 74 $59.1M
Quantinno Capital Management LP 0.38% Add +19.7% 73 $58.3M
Segment Wealth Management, LLC 3.84% No change 71 $56.7M
Bartlett & Co. Wealth Management LLC 0.84% Add +446.1% 71 $56.7M
Blair William & Co. 0.17% Reduce -1.4% 70 $55.9M
Hamilton Point Investment Advisors, LLC 9.91% No change 69 $55.1M
Wealth Enhancement Advisory Services, LLC 0.10% Add +123.3% 67 $53.5M
Greenlea Lane Capital Management, LLC 18.48% Reduce -4.3% 67 $53.5M
Northwestern University 84.32% Reduce -16.5% 66 $52.7M
Cambridge Investment Research Advisors, Inc. 0.18% Add +10.2% 65 $51.9M
Banque Pictet & Cie SA 0.55% No change 64 $51.1M
D.A. Davidson & Co. 0.41% Add +1.6% 64 $51.1M
B. Metzler seel. Sohn & Co. AG 0.52% No change 63 $50.3M
Ameriprise Financial Inc. 0.01% Add +1.6% 63 $50.3M
Security National Bank 9.35% Add +17.0% 62 $49.5M
Whittier Trust Co. 0.69% Reduce -3.1% 62 $49.5M
Cerity Partners LLC 0.10% Add +103.3% 61 $48.7M
SG Americas Securities, LLC 0.16% Add +20.4% 59 $47.1M
Lanark Financial, Inc. 3.88% — 57 $45.5M
Crestwood Advisors Group, LLC 0.85% No change 56 $44.7M
Truist Financial Corp. 0.07% Reduce -5.1% 56 $44.7M
Crewe Advisors LLC 6.06% Add +1.9% 54 $43.1M
Captrust Financial Advisors 0.11% Add +8.0% 54 $43.1M
Susquehanna International Group, LLP 0.07% Reduce -77.3% 53 $42.3M
Toronto Dominion Bank 0.11% No change 53 $41.6M
Pinnacle Financial Partners Inc 0.84% No change 52 $41.5M
Fenimore Asset Management Inc 0.88% Reduce -27.8% 52 $41.5M
Lincoln Capital LLC 8.63% Reduce -1.9% 53 $41.3M
Hutner Capital Management Inc. 17.38% Reduce -1.9% 51 $40.7M
SWF LLC 11.17% No change 50 $39.9M
Elkhorn Partners Limited Partnership 26.16% No change 50 $39.9M
Hi-Line Capital Management, LLC 14.63% Add +13.9% 49 $39.1M
Moneta Group Investment Advisors LLC 0.54% Add +444.4% 49 $39.1M
NorthCoast Asset Management LLC 0.19% Add +2.2% 47 $37.5M
Shayne & Jacobs, LLC 9.24% No change 47 $37.5M
Sax Wealth Advisors, LLC 2.63% New 46 $36.7M
Farmers & Merchants Investments Inc. 1.17% Reduce -8.0% 46 $36.7M
Pitcairn Co. 2.17% No change 45 $35.9M
Silicon Valley Community Foundation 2.07% Reduce -11.8% 45 $35.9M
Cannell & Spears LLC 0.77% No change 45 $35.9M
Postrock Partners LLC 17.39% No change 44 $35.1M
BigSur Wealth Management LLC 9.30% Add +53.6% 43 $34.3M
Kelleher Financial Advisors 13.68% Reduce -25.9% 43 $34.3M
Monterey Private Wealth, Inc. 9.88% New 42 $33.5M
Peapack Gladstone Financial Corp. 0.50% Reduce -2.3% 42 $33.5M
Allen Operations LLC 5.38% No change 41 $32.7M
Mesirow Financial Investment Management, Inc. 0.62% No change 40 $31.9M
GAMCO Investors 0.35% Reduce -2.4% 40 $31.9M
Millennium Management 0.03% Add +48.1% 40 $31.9M
Whittier Trust Co. of Nevada Inc. 0.81% No change 40 $31.9M
Utah Retirement Systems 0.36% No change 39 $31.1M
Cresset Asset Management, LLC 0.16% Add +69.6% 39 $31.1M
HM Payson & Co. 0.53% Add +2.7% 38 $30.3M
Avalon Trust Co 2.41% No change 38 $30.3M
Haverford Trust Co 0.31% No change 38 $30.3M
Silvercrest Asset Management Group LLC 0.22% Add +8.6% 38 $30.3M
First Citizens Bank & Trust Co. 0.77% No change 38 $30.3M
Cwm, LLC 0.11% Add +1100.0% 36 $28.7M
Pinnacle Bancorp, Inc. 9.37% No change 36 $28.7M
Spinnaker Investment Group, LLC 6.50% New 36 $28.7M
Hardy Reed LLC 2.54% No change 36 $28.7M
Parsons Capital Management Inc. 1.57% Add +800.0% 36 $28.7M
Ieq Capital, LLC 0.23% No change 36 $28.7M
M&T Bank Corp 0.10% Reduce -100.0% 36 $28.7M
Bislett Management, LLC 19.78% No change 35 $27.9M
Granite FO LLC 15.87% No change 35 $27.9M
Barr E S & Co. 1.70% No change 35 $27.9M
Janney Montgomery Scott LLC 0.08% Reduce -5.4% 35 $27.9M
Shelter Mutual Insurance Co 6.54% No change 34 $27.1M
FineMark National Bank & Trust 0.99% No change 34 $27.1M
Williams Jones Wealth Management, LLC. 0.35% Add +3.0% 34 $27.1M
HB Wealth Management, LLC 0.23% Add +30.8% 34 $27.1M
General Partner, Inc. 17.16% No change 33 $26.3M
Perennial Advisors, LLC 5.26% New 33 $26.3M
AMG National Trust Bank 0.74% No change 33 $26.3M
BNP Paribas Financial Markets 0.02% No change 33 $26.3M
Union Savings Bank 12.49% No change 32 $25.6M
Hennessy Advisors Inc. 0.85% Reduce -8.6% 32 $25.6M
Circle Wealth Management, LLC 0.59% No change 32 $25.6M
Brighton Jones LLC 0.79% No change 31 $24.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Reduce -24.4% 31 $24.8M
7G Capital Management, LLC 20.52% No change 30 $24.0M
Plan A Wealth LLC 18.57% No change 30 $24.0M
Laurel Wealth Advisors LLC 3.75% No change 30 $24.0M
Stock Yards Bank & Trust Co. 0.85% No change 30 $24.0M
Aberdeen Group plc 0.05% No change 30 $24.0M
Aquamarine Capital (Aquamarine Zurich) 8.16% No change 30 $24.0M
Harvey Investment Co. LLC 2.66% No change 30 $24.0M
Bessemer Group Inc. 0.04% Reduce -9.1% 30 $24.0M
Allium Financial Advisors, LLC 20.38% — 28 $22.4M
Silverleafe Capital Partners, LLC 7.68% No change 28 $22.4M
Waverly Advisors, LLC 0.27% Add +366.7% 28 $22.4M
Check Capital Management Inc. 1.42% Reduce -3.3% 29 $21.9M
Regions Financial Corp. 0.16% No change 27 $21.6M
EP Wealth Advisors, LLC 0.17% Add +575.0% 27 $21.6M
Connable Office Inc. 2.21% No change 26 $20.8M
Pittenger & Anderson Inc. 0.76% No change 26 $20.8M
Mill Creek Capital Advisors, LLC 0.50% No change 26 $20.8M
Qube Research & Technologies Ltd 0.03% Reduce -63.4% 26 $20.8M
Osaic Holdings, Inc. 0.05% Add +54.8% 48 $20.8M
Sequoia Financial Advisors, LLC 0.15% No change 25 $20.0M
DHK Financial Advisors, Inc. 10.95% No change 25 $20.0M
Private Management Group Inc. 0.71% No change 25 $20.0M
Sapient Capital LLC 0.39% No change 25 $20.0M
MAI Capital Management 0.15% Add +257.1% 25 $20.0M
AQR Capital Management 0.02% Reduce -7.4% 25 $20.0M
Onex Canada Asset Management Inc. 2.47% Reduce -7.7% 24 $19.2M
Locust Wood Capital Advisers, LLC 0.67% Reduce -7.7% 24 $19.2M
Marex Group Ltd 0.37% Reduce -17.2% 24 $19.2M
DAVENPORT & Co LLC 0.11% No change 24 $19.2M
Arlington Partners LLC 7.21% No change 23 $18.4M
Concurrent Investment Advisors, LLC 0.45% Add +15.0% 23 $18.4M
Comerica Bank 0.08% Reduce -8.0% 23 $18.4M
Sunesis Advisors, LLC 9.53% New 22 $17.6M
JRM Investment Counsel, LLC 6.24% No change 22 $17.6M
Ascentis Wealth Management, LLC 5.65% No change 22 $17.6M
Saybrook Capital 4.85% No change 22 $17.6M
Drive Wealth Management, LLC 4.13% Reduce -33.3% 22 $17.6M
Brandywine Trust Co. 2.72% No change 22 $17.6M
Ashford Capital Management Inc. 2.27% No change 22 $17.6M
Texas Yale Capital Corp. 0.72% No change 22 $17.6M
Cullen/Frost Bankers, Inc. 0.25% No change 22 $17.6M
Alliancebernstein L.P. 0.01% Reduce -12.0% 22 $17.6M
Gibson Capital, LLC 3.53% No change 21 $16.8M
Zuckerman Investment Group, LLC 1.80% Reduce -8.7% 21 $16.8M
First Nebraska Trust Co 1.66% No change 21 $16.8M
Apollon Wealth Management, LLC 0.37% Add +50.0% 21 $16.8M
Fifth Third Bancorp 0.06% Reduce -16.0% 21 $16.8M
Smithfield Trust Co 0.84% No change 21 $16.8M
Northwestern Mutual Wealth Management Co. 0.01% Add +5.3% 20 $16.2M
Clearstead Advisors, LLC 0.25% Add +300.0% 20 $16.0M
Modera Wealth Management, LLC 0.22% Add +11.1% 20 $16.0M
Birch Financial Group, LLC 14.23% Reduce -4.8% 20 $16.0M
Guardian Financial Partners, LLC 7.64% New 20 $16.0M
LexAurum Advisors, LLC 3.08% No change 20 $16.0M
Round Rock Advisors LLC 2.96% No change 20 $16.0M
Lawson Kroeker Investment Management Inc. 2.95% Reduce -9.1% 20 $16.0M
Private Wealth Asset Management, LLC 2.30% — 20 $16.0M
Swedbank AB 0.02% Reduce -20.0% 20 $16.0M
Carnegie Investment Counsel 0.38% Add +110.0% 21 $15.8M
Cheviot Value Management, LLC 1.89% Add +99900.0% 20 $15.4M
Private Advisor Group, LLC 0.09% Add +26.7% 19 $15.2M
Center for Financial Planning, Inc. 1.94% No change 19 $15.2M
JFS Wealth Advisors, LLC 1.03% New 19 $15.2M
Simon Quick Advisors, LLC 0.86% No change 19 $15.2M
Obermeyer Wealth Partners 0.81% No change 19 $15.2M
Sand Hill Global Advisors, LLC 0.62% New 19 $15.2M
Park National Corp. 0.56% No change 19 $15.2M
National Philanthropic Trust 0.25% No change 19 $15.2M
Glenmede Trust Co. NA 0.08% Reduce -9.5% 19 $15.2M
Cetera Investment Advisers 0.03% No change 19 $15.2M
Ar Asset Management Inc. 3.30% No change 18 $14.4M
WoodTrust Financial Corp 2.01% Add +5.9% 18 $14.4M
T. Rowe Price Associates Inc. 0.00% No change 18 $14.4M
Arthur M. Cohen & Associates, LLC 2.76% No change 18 $14.4M
PDS Planning, Inc 1.21% New 18 $14.4M
Cobblestone Capital Advisors LLC 0.79% New 18 $14.4M
Greenleaf Trust 0.13% No change 18 $14.4M
Lazard Freres Gestion S.A.S. 0.35% Add +12.5% 18 $14.4M
Allworth Financial LP 0.08% Add +5.9% 18 $14.3M
Alexander Labrunerie & Co., Inc. 5.95% New 17 $13.6M
Matthew 25 Management Corp 5.00% Reduce -19.1% 17 $13.6M
America First Investment Advisors, LLC 2.86% No change 17 $13.6M
Grandfield & Dodd, LLC 0.84% No change 17 $13.6M
Foster Group, Inc. 0.51% New 17 $13.6M
Clifford Swan Investment Counsel LLC 0.50% Add +88.9% 17 $13.6M
Financial Counselors Inc. 0.21% No change 17 $13.6M
Oppenheimer & Co. Inc. 0.21% Add +88.9% 17 $13.6M
King Luther Capital Management Corp. 0.06% No change 17 $13.6M
Citigroup Inc. 0.01% No change 17 $13.6M
Deutsche Bank AG 0.01% No change 17 $13.6M
Commerce Bank 0.09% No change 17 $13.6M
Amundi 0.00% No change 17 $13.5M
Keystone Financial Group 1.36% Reduce -22.7% 17 $13.3M
Auto-Owners Insurance Co 0.35% Add +5643.1% 9,591 $13.1M
NINE MASTS CAPITAL Ltd 11.45% Reduce -33.3% 16 $12.8M
Dover Advisors, LLC 5.56% New 16 $12.8M
K.J. Harrison & Partners Inc 2.50% No change 16 $12.8M
First National Advisers, LLC 2.04% No change 16 $12.8M
Hemenway Trust Co LLC 1.04% Reduce -20.0% 16 $12.8M
SVB Wealth LLC 0.53% Reduce -27.3% 16 $12.8M
Choate Investment Advisors 0.32% No change 16 $12.8M
Essex Bank 3.14% No change 16 $12.8M
Fiduciary Counselling Inc. 29.43% No change 15 $12.0M
Cahill Wealth Management, LLC 6.10% No change 15 $12.0M
CPA Asset Management Group, LLC 5.27% Reduce -99.1% 15 $12.0M
Global Financial Private Client, LLC 4.58% No change 15 $12.0M
Cambridge Advisors Inc. 2.62% New 15 $12.0M
Destiny Wealth Partners, LLC 1.90% Add +650.0% 15 $12.0M
Rossmore Private Capital 1.48% No change 15 $12.0M
Carret Asset Management, LLC 1.35% No change 15 $12.0M
J.W. Cole Advisors, Inc. 0.37% Add +650.0% 15 $12.0M
NewEdge Advisors, LLC 0.07% No change 15 $12.0M
Connor, Clark & Lunn Investment Management Ltd. 0.05% No change 15 $12.0M
Baader Bank Aktiengesellschaft 1.13% No change 14 $11.2M
Howland Capital Management LLC 0.50% Reduce -17.6% 14 $11.2M
Garrison Point Advisors, LLC 5.42% No change 14 $11.2M
Northstar Asset Management Inc. 3.31% Add +27.3% 14 $11.2M
M. Kulyk & Associates, LLC 2.56% No change 14 $11.2M
Aviance Capital Partners, LLC 1.57% No change 14 $11.2M
Wallace Capital Management Inc. 1.43% No change 14 $11.2M
Traphagen Investment Advisors LLC 1.17% No change 14 $11.2M
Argent Trust Co 0.46% No change 14 $11.2M
Valeo Financial Advisors, LLC 0.31% No change 14 $11.2M
Composition Wealth, LLC 0.22% Add +7.7% 14 $11.2M
Yacktman Asset Management 0.15% No change 14 $11.2M
Mather Group, Llc. 0.13% New 14 $11.2M
Rathbones Group PLC 0.05% Reduce -6.7% 14 $11.2M
Aviva PLC 0.03% No change 14 $11.2M
Cortland Associates Inc. 1.34% No change 14 $11.2M
Pacifica Capital Investments, LLC 3.69% No change 13 $10.4M
Ingalls & Snyder LLC 0.34% No change 13 $10.4M
Weik Capital Management 4.22% No change 13 $10.4M
Moseley Investment Management Inc. 4.06% New 13 $10.4M
Rubicon Global Capital Ltd 3.54% No change 13 $10.4M
Baker Ellis Asset Management LLC 1.50% No change 13 $10.4M
Griffin Asset Management, Inc. 1.27% No change 13 $10.4M
WealthPlan Investment Management, LLC 1.02% New 13 $10.4M
Sheaff Brock Investment Advisors, LLC 0.95% New 13 $10.4M
LGT Fund Management Co Ltd. 0.94% No change 13 $10.4M
LMCG Investments, LLC 0.69% Reduce -13.3% 13 $10.4M
Spinnaker Trust 0.68% Reduce -7.1% 13 $10.4M
Smith Chas P & Associates Pa Cpas 0.60% No change 13 $10.4M
DF Dent & Co. Inc. 0.14% No change 13 $10.4M
Wealthspire Advisors, LLC 0.06% New 13 $10.0M
Bridgewater Advisors Inc. 0.83% New 12 $9.6M
Prairie Sky Financial Group LLC 5.69% No change 12 $9.6M
Weaver Capital Management LLC 2.55% Reduce -94.0% 12 $9.6M
Pangea Capital Gestao de Recursos Ltda. 7.99% No change 12 $9.6M
Virginia Wealth Management Group, Inc. 5.92% Add +9.1% 12 $9.6M
Oldfather Financial Services, LLC 3.64% New 12 $9.6M
Cornell Pochily Investment Advisors, Inc. 3.37% No change 12 $9.6M
Pecaut & Co. 3.26% Reduce -7.7% 12 $9.6M
Strata Wealth Advisors, LLC 2.98% Reduce -7.7% 12 $9.6M
Keel Point, LLC 0.74% No change 12 $9.6M
Transcend Capital Advisors, LLC 0.69% Add +71.4% 12 $9.6M
Compass Capital Management, Inc. 0.63% No change 12 $9.6M
Citizens Financial Group Inc. 0.19% Add +9.1% 12 $9.6M
Bahl & Gaynor LLC 0.05% No change 12 $9.6M
Envestnet Asset Management Inc. 0.00% Add +33.3% 12 $9.6M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.43% No change 12 $9.6M
Old National Bancorp 0.25% Add +71.4% 12 $9.6M
Sierra Capital LLC 1.15% No change 12 $9.6M
Scotia Capital Inc. 0.05% Reduce -8.3% 11 $9.6M
Mutual Advisors, LLC 0.27% Add +140.0% 12 $9.5M
Giverny Capital 0.32% Add +37.5% 11 $8.8M
Huntington National Bank 0.09% No change 11 $8.8M
Puzo Michael J 2.52% Reduce -8.3% 11 $8.8M
Aire Advisors, LLC 1.85% No change 11 $8.8M
Cornerstone Management, Inc. 1.64% New 11 $8.8M
Kavar Capital Partners Group, LLC 1.46% Add +1000.0% 11 $8.8M
Parkside Financial Bank & Trust 1.12% Add +266.7% 11 $8.8M
Nations Financial Group Inc, /Ia/ 0.67% Add +10.0% 11 $8.8M
Montag A & Associates Inc. 0.44% No change 11 $8.8M
Arkadios Wealth Advisors 0.33% No change 11 $8.8M
Ritholtz Wealth Management 0.26% Add +450.0% 11 $8.8M
Evercore Wealth Management, LLC 0.14% Reduce -8.3% 11 $8.8M
Sterling Capital Management LLC 0.14% No change 11 $8.8M
Schulhoff & Co. Inc. 3.89% No change 11 $8.8M
Venture Visionary Partners LLC 0.37% Add +22.2% 11 $8.8M
CW Advisors, LLC 0.11% Add +10.0% 11 $8.8M
&partners 0.09% Add +57.1% 11 $8.7M
Jupiter Wealth Management LLC 5.11% No change 11 $8.4M
Sutton Place Investors LLC 5.37% New 10 $8.0M
Enterprise Financial Services Corp 4.72% No change 10 $8.0M
Causey Wealth LLC 4.46% New 10 $8.0M
Sunpointe, LLC 4.26% No change 10 $8.0M
Naman Capital Ltda 3.13% No change 10 $8.0M
Credit Industriel Et Commercial 1.81% No change 10 $8.0M
Oliver Luxxe Assets LLC 1.48% No change 10 $8.0M
Barton Investment Management 0.98% No change 10 $8.0M
Wescott Financial Advisory Group, LLC 0.83% New 10 $8.0M
Courier Capital LLC 0.52% Add +900.0% 10 $8.0M
Cidel Asset Management Inc. 0.52% Reduce -99.9% 10 $8.0M
Salem Investment Counselors Inc. 0.28% New 10 $8.0M
Caprock Group, LLC 0.24% No change 10 $8.0M
Cassaday & Co Wealth Management LLC 0.22% No change 10 $8.0M
Badgley Phelps Wealth Managers, LLC 0.19% New 10 $8.0M
Ferguson Wellman Capital Management, Inc. 0.15% No change 10 $8.0M
Brookstone Capital Management 0.11% Add +11.1% 10 $8.0M
Rwa Wealth Partners, LLC 0.10% Reduce -9.1% 10 $8.0M
Allen Investment Management, LLC 0.09% No change 10 $8.0M
Orion Porfolio Solutions, LLC 0.08% Add +900.0% 10 $8.0M
Orion Portfolio Solutions, LLC 0.08% Add +900.0% 10 $8.0M
London Co. of Virginia 0.05% No change 10 $8.0M
Cibc World Market Inc. 0.02% No change 10 $8.0M
Glenview Trust Co 0.16% No change 10 $8.0M
LM Advisors LLC 1.45% No change 10 $8.0M
Sanders Morris Harris LLC 1.12% No change 9 $7.2M
JTC Employer Solutions Trustee Ltd 0.59% No change 9 $7.2M
AlTi Global, Inc. 0.19% Add +200.0% 9 $7.2M
Manchester Capital Management LLC 0.88% Add +350.0% 9 $7.2M
Van Hulzen Asset Management, LLC 0.66% Add +12.5% 9 $7.2M
World Investment Advisors 0.19% Add +28.6% 9 $7.2M
Savant Capital, LLC 0.06% Add +200.0% 9 $7.2M
Napatree Capital LLC 4.04% No change 9 $7.2M
Benchmark Wealth Management, LLC 3.48% New 9 $7.2M
Channel Wealth LLC 2.23% New 9 $7.2M
Factor Wealth Management LTD 2.21% New 9 $7.2M
Walter & Keenan Wealth Management LLC /in/ 2.16% No change 9 $7.2M
Weil Company, Inc. 2.14% No change 9 $7.2M
Continuum Advisory, LLC 0.93% Add +800.0% 9 $7.2M
Fort Point Capital Partners LLC 0.80% Reduce -10.0% 9 $7.2M
Insigneo Advisory Services, LLC 0.74% Add +50.0% 9 $7.2M
Mogy Joel R Investment Counsel Inc. 0.46% No change 9 $7.2M
Klingenstein Fields & Co. LP 0.31% No change 9 $7.2M
Wealthcare Advisory Partners LLC 0.19% Add +12.5% 9 $7.2M
SCS Capital Management LLC 0.09% New 9 $7.2M
Gotham Asset Management 0.06% No change 9 $7.2M
Country Club Bank 0.48% No change 9 $7.1M
Beacon Pointe Advisors, LLC 0.08% Add +350.0% 9 $6.9M
Beddow Capital Management Inc. 2.47% Reduce -11.1% 8 $6.4M
South Dakota Investment Council 0.13% No change 8 $6.4M
BI Asset Management Fondsmaeglerselskab A/S 0.07% No change 8 $6.4M
Aspiriant, LLC 0.22% Reduce -20.0% 8 $6.4M
Absolute Capital Management, LLC 3.69% No change 8 $6.4M
Castlekeep Investment Advisors LLC 3.28% New 8 $6.4M
Sittner & Nelson, LLC 2.73% No change 8 $6.4M
TigerOak Management, L.L.C. 2.47% No change 8 $6.4M
Montis Financial, LLC 1.88% New 8 $6.4M
Louisbourg Investments Inc. 1.74% No change 8 $6.4M
Balboa Wealth Partners 1.55% New 8 $6.4M
Calydon Capital 1.19% No change 8 $6.4M
American Investment Services, Inc. 1.12% New 8 $6.4M
Clough Capital Partners L P 0.81% No change 8 $6.4M
Aprio Wealth Management, LLC 0.80% New 8 $6.4M
Caldwell Trust Co 0.69% No change 8 $6.4M
Beese Fulmer Investment Management, Inc. 0.55% No change 8 $6.4M
1900 Wealth Management LLC 0.53% No change 8 $6.4M
Essex Financial Services, Inc. 0.46% Reduce -11.1% 8 $6.4M
Capstone Financial Advisors, Inc. 0.40% New 8 $6.4M
Equitable Trust Co. 0.35% No change 8 $6.4M
Capital Advisors Inc. 0.13% New 8 $6.4M
NewEdge Wealth, LLC 0.12% Reduce -42.9% 8 $6.4M
Ballentine Partners, LLC 0.11% No change 8 $6.4M
Bradley Foster & Sargent Inc. 0.11% No change 8 $6.4M
Integrated Wealth Concepts LLC 0.07% Add +700.0% 8 $6.4M
Steward Partners Investment Advisory, LLC 0.06% Add +14.3% 8 $6.4M
Lido Advisors, LLC 0.04% Add +33.3% 8 $6.4M
Barclays PLC 0.00% No change 8 $6.4M
Invesco Ltd. 0.00% Add +14.3% 8 $6.4M
Arkfeld Wealth Strategies, L.L.C. 2.70% New 8 $6.2M
Bernard Wealth Management Corp. 2.73% New 7 $5.6M
Dimension Capital Management LLC 0.99% No change 7 $5.6M
Gryphon Financial Partners LLC 0.83% Add +133.3% 7 $5.6M
Guyasuta Investment Advisors Inc. 0.37% New 7 $5.6M
Bragg Financial Advisors, Inc 0.23% No change 7 $5.6M
Curi Capital, LLC 0.14% Add +600.0% 7 $5.6M
Durante & Waters, LLC 4.70% No change 7 $5.6M
Bradyco, Inc. 4.24% No change 7 $5.6M
Security National Bank of Sioux City Iowa 4.06% No change 7 $5.6M
Sterling Investment Management, LLC 3.98% No change 7 $5.6M
Intelligent Financial Strategies 2.92% Add +40.0% 7 $5.6M
SRH Advisors, LLC 1.73% No change 7 $5.6M
Iowa State Bank 1.19% No change 7 $5.6M
SOA Wealth Advisors, LLC. 1.17% No change 7 $5.6M
Northstar Group, Inc. 0.95% No change 7 $5.6M
Alpine Bank Wealth Management 0.90% — 7 $5.6M
Parthenon LLC 0.69% No change 7 $5.6M
Graves Light Lenhart Wealth, Inc. 0.69% No change 7 $5.6M
Southeast Asset Advisors, LLC 0.69% No change 7 $5.6M
Allen Capital Group, LLC 0.64% New 7 $5.6M
Principle Wealth Partners LLC 0.40% No change 7 $5.6M
Main Street Research LLC 0.37% No change 7 $5.6M
Clarius Group, LLC 0.35% New 7 $5.6M
GTS Securities LLC 0.24% Reduce -72.0% 7 $5.6M
Nicholas Hoffman & Company, LLC. 0.21% No change 7 $5.6M
Robertson Stephens Wealth Management, LLC 0.21% Reduce -22.2% 7 $5.6M
Independent Advisor Alliance 0.18% No change 7 $5.6M
Parallel Advisors, LLC 0.13% Reduce -12.5% 7 $5.6M
Tocqueville Asset Management L.P. 0.09% No change 7 $5.6M
Stephens Inc. 0.08% Reduce -12.5% 7 $5.6M
Atria Wealth Solutions, Inc. 0.07% Reduce -12.5% 7 $5.6M
Johnson Investment Counsel Inc. 0.05% Add +133.3% 7 $5.6M
Avantax Advisory Services, Inc. 0.03% No change 7 $5.6M
Prospera Financial Services Inc 0.13% No change 7 $5.6M
TD Waterhouse Canada Inc. 0.05% Add +600.0% 7 $5.6M
Mraz, Amerine & Associates, Inc. 0.95% No change 7 $5.5M
Bedel Financial Consulting, Inc. 0.77% No change 7 $5.4M
HighPoint Advisor Group LLC 0.28% No change 6 $4.8M
Ethic Inc. 0.10% New 6 $4.8M
Beaton Management Co. Inc. 2.49% No change 6 $4.8M
Birinyi Associates Inc. 1.55% Reduce -33.3% 6 $4.8M
Hunter Perkins Capital Management, LLC 1.12% New 6 $4.8M
Vestor Capital, LLC 0.39% No change 6 $4.8M
Windsor Advisory Group, LLC 6.19% New 6 $4.8M
Courant Investment Management LLC 4.01% Reduce -40.0% 6 $4.8M
Epacria Capital Partners, LLC 3.92% No change 6 $4.8M
Avondale Wealth Management 3.02% No change 6 $4.8M
Murphy, Middleton, Hinkle & Parker, Inc. 2.68% No change 6 $4.8M
Pine Harbor Wealth Management, LLC 1.92% New 6 $4.8M
Canopy Partners, LLC 1.87% New 6 $4.8M
KP Management LLC 1.84% No change 6 $4.8M
Cadent Capital Advisors, LLC 1.82% No change 6 $4.8M
Roberts Glore & Co. Inc. 1.46% No change 6 $4.8M
IFC Advisors LLC 1.00% No change 6 $4.8M
GC Wealth Management RIA, LLC 0.88% No change 6 $4.8M
Northside Capital Management, LLC 0.78% No change 6 $4.8M
Coastal Bridge Advisors, LLC 0.68% No change 6 $4.8M
Cascade Financial Partners, LLC 0.60% No change 6 $4.8M
Avenir Corp. 0.50% No change 6 $4.8M
First Business Financial Services, Inc. 0.47% New 6 $4.8M
Cardiff Park Advisors, LLC 0.46% No change 6 $4.8M
Nwam LLC 0.41% New 6 $4.8M
Maple Capital Management, Inc. 0.37% New 6 $4.8M
Patriot Investment Management Group, Inc. 0.36% New 6 $4.8M
Callan Family Office, LLC 0.36% New 6 $4.8M
Sage Mountain Advisors LLC 0.35% Reduce -25.0% 6 $4.8M
Blackhill Capital Inc. 0.28% No change 6 $4.8M
Goelzer Investment Management, Inc. 0.28% No change 6 $4.8M
CWA Asset Management Group, LLC 0.23% New 6 $4.8M
Daymark Wealth Partners, LLC 0.21% No change 6 $4.8M
Sandy Spring Bank 0.20% New 6 $4.8M
First Foundation Advisors 0.20% No change 6 $4.8M
ZWJ Investment Counsel Inc. 0.19% New 6 $4.8M
Integrity Alliance, Llc. 0.19% New 6 $4.8M
WASHINGTON TRUST Co 0.18% No change 6 $4.8M
Ameritas Investment Partners, Inc. 0.16% Add +20.0% 6 $4.8M
Mairs & Power Inc. 0.05% No change 6 $4.8M
Westwood Holdings Group Inc. 0.04% No change 6 $4.8M
Whitegate Investment Counselors, Inc. 1.70% Reduce -25.0% 6 $4.8M
Clarkston Capital Partners, LLC 0.09% Add +500.0% 6 $4.8M
Credit Agricole S A 0.02% No change 6 $4.8M
PrairieView Partners, LLC 0.50% New 6 $4.8M
Wedmont Private Capital 0.24% New 6 $4.7M
Townsend & Associates, Inc 0.48% New 6 $4.6M
BNP Paribas 0.17% No change 5 $4.0M
English Capital Management LLC 2.98% Reduce -16.7% 5 $4.0M
RMR Capital Management, LLC 2.88% No change 5 $4.0M
Allie Family Office LLC 2.19% No change 5 $4.0M
Dixon Fnancial Services, Inc. 2.16% New 5 $4.0M
Lumbard & Kellner, LLC 1.76% No change 5 $4.0M
Zullo Investment Group, Inc. 1.71% No change 5 $4.0M
Bond & Devick Financial Network, Inc. 1.45% No change 5 $4.0M
Valley Forge Investment Consultants Inc. Adv 1.42% No change 5 $4.0M
Addison Advisors LLC 1.09% New 5 $4.0M
Twelve Points Wealth Management LLC 1.08% New 5 $4.0M
Blankinship & Foster, LLC 1.01% New 5 $4.0M
Oak Grove Capital LLC 0.95% New 5 $4.0M
Schwarz Dygos Wheeler Investment Advisors LLC 0.95% No change 5 $4.0M
one8zero8, LLC 0.94% No change 5 $4.0M
Citizens National Bank Trust Department 0.85% No change 5 $4.0M
Delta Investment Management, LLC 0.81% New 5 $4.0M
Peak Asset Management, LLC 0.76% New 5 $4.0M
Summit Asset Management, LLC 0.69% Reduce -99.0% 5 $4.0M
Tarbox Family Office, Inc. 0.66% New 5 $4.0M
Rbo & Co. LLC 0.64% No change 5 $4.0M
TFC Financial Management, Inc. 0.61% New 5 $4.0M
Goldstein Advisors, LLC 0.58% New 5 $4.0M
St. Louis Trust Co 0.58% New 5 $4.0M
Aaron Wealth Advisors LLC 0.46% New 5 $4.0M
American National Bank & Trust 0.44% No change 5 $4.0M
Richard C. Young & CO., LTD. 0.43% No change 5 $4.0M
MV Capital Management, Inc. 0.43% No change 5 $4.0M
Amplius Wealth Advisors, LLC 0.42% No change 5 $4.0M
Intrust Bank NA 0.39% Reduce -28.6% 5 $4.0M
Kingswood Wealth Advisors, LLC 0.36% No change 5 $4.0M
Narwhal Capital Management 0.36% No change 5 $4.0M
Washington Trust Advisors, Inc. 0.35% No change 5 $4.0M
Verity & Verity, LLC 0.35% New 5 $4.0M
Pine Ridge Advisers LLC 0.34% No change 5 $4.0M
Angeles Wealth Management, LLC 0.33% New 5 $4.0M
Schaper Benz & Wise Investment Counsel Inc. 0.32% No change 5 $4.0M
Jacobi Capital Management LLC 0.29% No change 5 $4.0M
NBT Bank, N.A. 0.29% No change 5 $4.0M
Hills Bank & Trust Co 0.28% No change 5 $4.0M
Aureus Asset Management, LLC 0.28% Reduce -16.7% 5 $4.0M
Y-Intercept (Hong Kong) Ltd 0.27% Add +400.0% 5 $4.0M
Osterweis Capital Management Inc. 0.27% No change 5 $4.0M
McKinley Carter Wealth Services, Inc. 0.25% No change 5 $4.0M
EverSource Wealth Advisors, LLC 0.22% Reduce -28.6% 5 $4.0M
Gladstone Institutional Advisory LLC 0.19% No change 5 $4.0M
Avior Wealth Management, LLC 0.15% No change 5 $4.0M
Coldstream Capital Management Inc. 0.09% New 5 $4.0M
Merit Financial Group, LLC 0.06% Add +66.7% 5 $4.0M
Confluence Investment Management LLC 0.06% No change 5 $4.0M
Benjamin Edwards Inc. 0.06% No change 5 $4.0M
Atria Investments, Inc 0.05% No change 5 $4.0M
United Capital Financial Advisors, LLC 0.03% Add +25.0% 5 $4.0M
Fiera Capital Corp 0.01% No change 5 $4.0M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -16.7% 5 $4.0M
Bank of Nova Scotia 0.01% No change 5 $4.0M
First National Bank & Trust Co. of Newtown 0.84% No change 5 $4.0M
Am Investment Strategies LLC 0.97% No change 5 $4.0M
Fullcircle Wealth LLC 1.64% No change 5 $4.0M
Russell Investments Group, Ltd. 0.01% Add +66.7% 5 $4.0M
Barlow Wealth Partners, LLC 0.52% Reduce -16.7% 5 $4.0M
Total Clarity Wealth Management, Inc. 1.11% No change 5 $3.4M
Vista Capital Partners, Inc. 0.40% Reduce -6.9% 6,173 $3.3M
RK Asset Management, LLC 2.95% No change 4 $3.2M
Ulland Investment Advisors, LLC 2.78% No change 4 $3.2M
University of Maryland Foundation, Inc. 2.04% No change 4 $3.2M
Santa Monica Partners LP 1.75% No change 4 $3.2M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.74% No change 4 $3.2M
Heritage Trust Co 0.39% No change 6 $3.2M
Wesbanco Bank Inc. 0.11% No change 4 $3.2M
Aegis Wealth Management LLC 1.88% New 4 $3.2M
Cambridge Financial Group, LLC 1.36% New 4 $3.2M
Pettyjohn, Wood & White, Inc. 0.61% New 4 $3.2M
Canal Capital Management, LLC 0.53% New 4 $3.2M
Institute for Wealth Management, LLC. 0.41% New 4 $3.2M
Bristlecone Advisors, LLC 0.26% New 4 $3.2M
Transform Wealth, LLC 0.19% New 4 $3.2M
Becker Capital Management Inc. 0.11% New 4 $3.2M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.08% New 4 $3.2M
Compagnie Lombard Odier SCmA 0.04% New 4 $3.2M
Sage Investment Counsel LLC 4.05% No change 4 $3.2M
Muirfield Wealth Advisors LLC 2.71% No change 4 $3.2M
Kennon-Green & Company, LLC 2.61% No change 4 $3.2M
Bright Financial Advisors, Inc. 1.96% No change 4 $3.2M
Black Diamond Capital Management, L.L.C. 1.90% No change 4 $3.2M
Vawter Financial, Ltd. 1.79% New 4 $3.2M
Fogel Capital Management, Inc. 1.72% No change 4 $3.2M
Ridgecrest Wealth Partners, LLC 1.67% New 4 $3.2M
Fortress Wealth Management, Inc. 1.66% No change 4 $3.2M
LGL Partners, LLC 1.54% Add +300.0% 4 $3.2M
Bourne Lent Asset Management Inc. 1.37% No change 4 $3.2M
Court Place Advisors, LLC 1.06% No change 4 $3.2M
Meridian Investment Counsel Inc. 0.94% New 4 $3.2M
Turim 21 Investimentos Ltda. 0.86% No change 4 $3.2M
3Chopt Investment Partners, LLC 0.84% New 4 $3.2M
First National Corp. /Ma/ 0.71% New 4 $3.2M
Gibraltar Capital Management, Inc. 0.69% No change 4 $3.2M
Mitchell McLeod Pugh & Williams Inc. 0.66% New 4 $3.2M
Topsail Wealth Management, LLC 0.65% No change 4 $3.2M
Manitou Investment Management Ltd. 0.62% No change 4 $3.2M
Heritage Investment Group, Inc. 0.60% New 4 $3.2M
CFO4Life Group, LLC 0.54% New 4 $3.2M
Foundation Resource Management Inc. 0.50% Reduce -20.0% 4 $3.2M
Capital Planning Advisors, LLC 0.49% New 4 $3.2M
Occidental Asset Management, LLC 0.48% New 4 $3.2M
Marietta Wealth Management, LLC 0.47% New 4 $3.2M
Hendershot Investments Inc. 0.43% No change 4 $3.2M
Baxter Bros Inc. 0.42% No change 4 $3.2M
Curated Wealth Partners LLC 0.41% New 4 $3.2M
Coastline Trust Co 0.40% No change 4 $3.2M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.36% No change 4 $3.2M
Nadler Financial Group, Inc. 0.35% New 4 $3.2M
Johnson Financial Group, LLC 0.34% No change 4 $3.2M
FourThought Financial Partners, LLC 0.33% No change 4 $3.2M
Kwmg, LLC 0.33% New 4 $3.2M
Summit Financial Strategies, Inc. 0.32% New 4 $3.2M
Fiduciary Group, LLC 0.32% Add +100.0% 4 $3.2M
Callahan Advisors, LLC 0.30% No change 4 $3.2M
CORDA Investment Management, LLC. 0.25% No change 4 $3.2M
Sfmg, LLC 0.25% Add +300.0% 4 $3.2M
Prosperity Consulting Group, LLC 0.25% New 4 $3.2M
North Star Investment Management Corp. 0.23% No change 4 $3.2M
Woodmont Investment Counsel LLC 0.23% New 4 $3.2M
BBR Partners, LLC 0.23% No change 4 $3.2M
Meritage Portfolio Management 0.21% Reduce -20.0% 4 $3.2M
Adero Partners, LLC 0.21% New 4 $3.2M
First Interstate Bank 0.19% Reduce -20.0% 4 $3.2M
Joel Isaacson & Co., LLC 0.14% New 4 $3.2M
Avantax Planning Partners, Inc. 0.11% New 4 $3.2M
Palisade Capital Management, LP 0.10% No change 4 $3.2M
Snowden Capital Advisors LLC 0.10% New 4 $3.2M
Spire Wealth Management 0.10% No change 4 $3.2M
Cary Street Partners Financial LLC 0.10% Add +300.0% 4 $3.2M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.10% No change 4 $3.2M
NorthCrest Asset Manangement, LLC 0.10% No change 4 $3.2M
CreativeOne Wealth, LLC 0.10% No change 4 $3.2M
Donor Advised Charitable Giving, Inc. 0.09% New 4 $3.2M
Evoke Wealth, LLC 0.08% No change 4 $3.2M
Sagespring Wealth Partners, LLC 0.08% No change 4 $3.2M
Beck Mack & Oliver LLC 0.06% Reduce -50.0% 4 $3.2M
Crawford Investment Counsel Inc. 0.06% No change 4 $3.2M
Kestra Private Wealth Services, LLC 0.05% No change 4 $3.2M
Advisors Capital Management, LLC 0.05% No change 4 $3.2M
Focus Partners Advisor Solutions, LLC 0.05% Add +100.0% 4 $3.2M
Pinnacle Associates Ltd. 0.05% No change 4 $3.2M
O'shaughnessy Asset Management, LLC 0.03% Reduce -99.0% 4 $3.2M
Flossbach Von Storch SE 0.01% No change 4 $3.2M
Aristotle Capital Management, LLC 0.01% No change 4 $3.2M
1832 Asset Management L.P. 0.01% No change 4 $3.2M
Dodge & Cox 0.00% No change 4 $3.2M
Dimensional Fund Advisors LP 0.00% No change 4 $3.2M
CHICAGO TRUST Co NA 0.60% No change 4 $3.2M
Rhumbline Advisers 0.00% Reduce -80.0% 4 $3.2M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% Reduce -20.0% 4 $3.2M
Canvas Wealth Advisors, LLC 0.80% No change 4 $3.1M
Financial Management Network Inc. 0.66% No change 4 $2.9M
Inscription Capital, LLC 0.42% — 4 $2.5M
Farther Finance Advisors, LLC 0.06% No change 3 $2.4M
Fourpath Capital Management, LLC 0.42% No change 3 $2.4M
Zhang Financial LLC 0.13% No change 3 $2.4M
Venturi Wealth Management, LLC 0.12% Reduce -25.0% 3 $2.4M
Eschler Asset Management LLP 5.93% No change 3 $2.4M
BXM Wealth LLC 2.88% No change 3 $2.4M
Davis Wealth Advisors, LLC 2.71% No change 3 $2.4M
Investidor Profissional Gestao de Recursos Ltda. 2.31% No change 3 $2.4M
RoundAngle Advisors LLC 2.20% New 3 $2.4M
American Alpha Advisors, LLC 2.12% No change 3 $2.4M
Holcombe Financial, Inc. 1.99% New 3 $2.4M
Morey & Quinn Wealth Partners, LLC 1.98% No change 3 $2.4M
Broyhill Asset Management, LLC 1.95% No change 3 $2.4M
Exchange Bank 1.93% No change 3 $2.4M
Royal Capital Wealth Management, LLC 1.68% New 3 $2.4M
Kings Path Partners LLC 1.17% No change 3 $2.4M
Maltin Wealth Management, Inc. 1.12% No change 3 $2.4M
Spectrum Asset Management, Inc. (NB/CA) 1.06% New 3 $2.4M
Silver Lake Advisory, LLC 1.05% Reduce -99.0% 3 $2.4M
Wealth Advisors of Iowa, LLC 1.03% No change 3 $2.4M
Montgomery Investment Management Inc. 0.95% New 3 $2.4M
McMill Wealth Management 0.86% No change 3 $2.4M
East Coast Asset Management, LLC. 0.85% No change 3 $2.4M
Cypress Point Wealth Management, LLC 0.76% New 3 $2.4M
First International Bank & Trust 0.76% No change 3 $2.4M
Childress Capital Advisors, LLC 0.69% No change 3 $2.4M
DeDora Capital, Inc. 0.69% New 3 $2.4M
Bank of New Hampshire 0.63% No change 3 $2.4M
Atlas Legacy Advisors, LLC 0.61% No change 3 $2.4M
HFR Wealth Management, LLC 0.58% Reduce -99.0% 3 $2.4M
Beverly Hills Private Wealth, LLC 0.48% No change 3 $2.4M
Schneider Downs Wealth Management Advisors, LP 0.43% New 3 $2.4M
Bremer Bank National Association 0.43% No change 3 $2.4M
Live Oak Private Wealth LLC 0.39% New 3 $2.4M
Fort Sheridan Advisors LLC 0.36% No change 3 $2.4M
Philip James Wealth Mangement, LLC 0.30% New 3 $2.4M
Atom Investors LP 0.29% Add +50.0% 3 $2.4M
Middleton & Co. Inc. 0.28% No change 3 $2.4M
Suncoast Equity Management 0.27% New 3 $2.4M
Knollwood Investment Advisory, LLC 0.26% No change 3 $2.4M
Webster Bank, N. A. 0.26% No change 3 $2.4M
JNBA Financial Advisors 0.25% New 3 $2.4M
Rockwood Wealth Management, LLC 0.24% New 3 $2.4M
Marks Group Wealth Management, Inc 0.23% No change 3 $2.4M
XML Financial, LLC 0.22% No change 3 $2.4M
Vicus Capital 0.22% No change 3 $2.4M
Edgemoor Investment Advisors, Inc. 0.22% No change 3 $2.4M
BTC Capital Management, Inc. 0.22% No change 3 $2.4M
Howe & Rusling Inc. 0.20% New 3 $2.4M
FAS Wealth Partners, Inc. 0.20% No change 3 $2.4M
Kanawha Capital Management LLC 0.19% Add +9900.0% 3 $2.4M
Cantor Fitzgerald Investment Advisors L.P. 0.17% New 3 $2.4M
Cyndeo Wealth Partners, LLC 0.16% No change 3 $2.4M
Stratos Wealth Advisors, LLC 0.13% No change 3 $2.4M
Heritage Wealth Advisors 0.12% No change 3 $2.4M
Sowell Financial Services LLC 0.11% New 3 $2.4M
First Merchants Corp. 0.10% No change 3 $2.4M
Azimuth Capital Investment Management LLC 0.10% No change 3 $2.4M
Americana Partners, LLC 0.09% Add +50.0% 3 $2.4M
Dynamic Advisor Solutions LLC 0.08% Add +50.0% 3 $2.4M
Florida Trust Wealth Management Co 0.08% Reduce -25.0% 3 $2.4M
Boston Common Asset Management, LLC 0.07% No change 3 $2.4M
Chicago Capital, LLC 0.07% No change 3 $2.4M
Axxcess Wealth Management, LLC 0.07% New 3 $2.4M
Mission Wealth Management, LP 0.06% Add +200.0% 3 $2.4M
Capital Investment Advisors, LLC 0.05% No change 3 $2.4M
Foundations Investment Advisors, LLC 0.04% Add +50.0% 3 $2.4M
Stratos Wealth Partners, LTD. 0.04% No change 3 $2.4M
Erste Asset Management GmbH 0.03% No change 3 $2.4M
OneDigital Investment Advisors LLC 0.03% New 3 $2.4M
Boston Trust Walden Corp 0.02% No change 3 $2.4M
Edgewood Management LLC 0.01% No change 3 $2.4M
Kayne Anderson Rudnick Investment Management LLC 0.01% No change 3 $2.4M
Citadel Advisors 0.00% Reduce -62.5% 3 $2.4M
Hoese & Co LLP 2.08% No change 3 $2.4M
Atlas Capital Advisors Inc. 0.30% Add +9900.0% 3 $2.4M
Associated Banc-Corp 0.07% No change 3 $2.4M
First Trust Advisors LP 0.00% New 3 $2.4M
Mosaic Financial Group, LLC 1.95% Reduce -25.0% 3 $2.4M
Asset Allocation & Management Company, LLC 1.21% No change 3 $2.4M
First PREMIER Bank 0.61% No change 3 $2.4M
Sentinel Trust Co. Lba 0.28% Reduce -25.0% 3 $2.4M
Boston Family Office LLC 0.17% No change 3 $2.4M
Reynders McVeigh Capital Management, LLC 0.13% New 3 $2.4M
Jones Financial Companies LLLP 0.00% No change 3 $2.4M
Janus Henderson Group PLC 0.00% No change 3 $2.4M
Apella Capital, LLC 0.08% New 3 $2.3M
Fortitude Advisory Group L.L.C. 1.67% No change 3 $2.3M
Thrivent Financial for Lutherans 0.00% No change 3 $2.1M
360 Financial, Inc. 0.69% Reduce -6.1% 3,583 $1.9M
SkyOak Wealth, LLC 0.37% New 2 $1.7M
Lathrop Investment Management Co. 0.32% No change 2 $1.6M
SkyView Investment Advisors, LLC 0.24% No change 2 $1.6M
Resources Management Corp. /CT/ 0.22% Add +100.0% 2 $1.6M
Neville Rodie & Shaw Inc. 0.13% No change 2 $1.6M
Harvest Fund Management Co., Ltd 0.08% No change 2 $1.6M
National Bank of Canada 0.00% No change 2 $1.6M
North Berkeley Wealth Management, LLC 1.66% No change 2 $1.6M
FinDec Wealth Services, Inc. 1.58% New 2 $1.6M
LongView Asset Management LLC 1.37% New 2 $1.6M
Blodgett Wealth Advisors, LLC 1.36% New 2 $1.6M
Financial Alternatives, Inc 1.14% No change 2 $1.6M
Farrow Financial, Inc. 1.07% New 2 $1.6M
waypoint wealth counsel 1.00% New 2 $1.6M
Chelsea Counsel Co. 0.87% Reduce -33.3% 2 $1.6M
Mma Asset Management LLC 0.67% Add +100.0% 2 $1.6M
Clayton Financial Group LLC 0.59% No change 2 $1.6M
Flagstone Financial Management 0.51% No change 2 $1.6M
Ritter Daniher Financial Advisory LLC / DE 0.44% New 2 $1.6M
Tradewinds Capital Management, LLC 0.43% New 2 $1.6M
Pacific Center for Financial Services 0.42% New 2 $1.6M
J. W. Coons Advisors, LLC 0.42% New 2 $1.6M
Harfst & Associates, Inc. 0.37% New 2 $1.6M
Clearstead Trust, LLC 0.36% No change 2 $1.6M
Milestone Asset Management, LLC 0.34% Add +100.0% 2 $1.6M
First Pacific Financial 0.32% New 2 $1.6M
Human Investing LLC 0.28% No change 2 $1.6M
Biglari Capital Corp. 0.23% No change 2 $1.6M
LVW Advisors, LLC 0.19% New 2 $1.6M
Cutler Investment Counsel LLC 0.19% New 2 $1.6M
Brandywine Oak Private Wealth LLC 0.16% No change 2 $1.6M
Asset Dedication, LLC 0.13% New 2 $1.6M
Roundview Capital LLC 0.12% New 2 $1.6M
Arax Advisory Partners 0.10% New 2 $1.6M
Sabal Trust CO 0.09% No change 2 $1.6M
Summitry LLC 0.08% New 2 $1.6M
GHP Investment Advisors, Inc. 0.08% New 2 $1.6M
First Western Trust Bank 0.08% No change 2 $1.6M
Waldron Private Wealth LLC 0.08% Reduce -50.0% 2 $1.6M
SteelPeak Wealth, LLC 0.07% New 2 $1.6M
Quadrant Capital Group LLC 0.06% New 2 $1.6M
Busey Bank 0.05% No change 2 $1.6M
CENTRAL TRUST Co 0.04% No change 2 $1.6M
Forvis Mazars Wealth Advisors, LLC 0.04% Add +100.0% 2 $1.6M
Forum Financial Management, LP 0.03% New 2 $1.6M
Blue Trust, Inc. 0.02% Add +100.0% 2 $1.6M
Black Point Wealth Management 9.24% Reduce -71.4% 2 $1.6M
Wiser Advisor Group LLC 2.36% No change 2 $1.6M
NorthLanding Financial Partners, LLC 1.57% No change 2 $1.6M
Aldebaran Capital, LLC 1.51% No change 2 $1.6M
Perissos Private Wealth Management, LLC 1.46% New 2 $1.6M
Alpha Advisors, LLC 1.39% No change 2 $1.6M
Crew Capital Management, Ltd 1.31% New 2 $1.6M
Pacific Wealth Strategies Group, Inc. 1.19% New 2 $1.6M
Stonekeep Investments, LLC 1.18% New 2 $1.6M
Twin Lakes Capital Management, LLC 1.08% New 2 $1.6M
Stephenson & Company, Inc. 1.04% No change 2 $1.6M
Lagoda Investment Management, L.P. 1.02% No change 2 $1.6M
HRC Wealth Management, LLC 0.99% New 2 $1.6M
Orleans Capital Management Corp. 0.94% No change 2 $1.6M
Accent Capital Management, LLC 0.92% New 2 $1.6M
Brooks, Moore & Associates, Inc. 0.90% No change 2 $1.6M
Game Plan Financial Advisors, LLC 0.90% Reduce -99.0% 2 $1.6M
Wealth Quarterback LLC 0.90% No change 2 $1.6M
Epiq Partners, LLC 0.89% New 2 $1.6M
Sterneck Capital Management, LLC 0.86% New 2 $1.6M
Sterling Group Wealth Management, LLC 0.86% No change 2 $1.6M
New Perspectives, Inc 0.85% New 2 $1.6M
Independent Family Office, LLC 0.84% No change 2 $1.6M
Melone Private Wealth, LLC 0.84% No change 2 $1.6M
Financial Avengers, Inc. 0.81% Add +19900.0% 2 $1.6M
Forte Asset Management LLC 0.80% New 2 $1.6M
Private Client Services, LLC 0.79% New 2 $1.6M
Bryant Woods Investment Advisors, LLC 0.77% No change 2 $1.6M
Next Capital Management LLC 0.77% No change 2 $1.6M
Bantamac Capital, LLC 0.77% No change 2 $1.6M
Landmark Wealth Management, Inc. 0.76% No change 2 $1.6M
Wealthstar Advisors, LLC 0.73% No change 2 $1.6M
NWK Group, Inc. 0.73% No change 2 $1.6M
Boothe Investment Group, Inc. 0.73% No change 2 $1.6M
Benson Investment Management Company, Inc. 0.70% No change 2 $1.6M
Seneca House Advisors 0.68% No change 2 $1.6M
Omnia Family Wealth, LLC 0.67% No change 2 $1.6M
StrongBox Wealth, LLC 0.67% No change 2 $1.6M
Waterford Advisors, LLC 0.66% Reduce -99.3% 2 $1.6M
Sharper & Granite LLC 0.66% New 2 $1.6M
Kaye Capital Management 0.65% No change 2 $1.6M
Idaho Trust Co 0.65% New 2 $1.6M
Independent Wealth Network Inc. 0.64% New 2 $1.6M
RBA Wealth Management, LLC 0.63% New 2 $1.6M
Thomas Story & Son LLC 0.62% No change 2 $1.6M
Long Road Investment Counsel, LLC 0.62% No change 2 $1.6M
Jackson, Grant Investment Advisers, Inc. 0.62% No change 2 $1.6M
Creative Capital Management Investments LLC 0.62% No change 2 $1.6M
Liberty Square Wealth Partners LLC 0.61% No change 2 $1.6M
Vance Wealth, LLC 0.60% Add +100.0% 2 $1.6M
44 Wealth Management LLC 0.60% No change 2 $1.6M
Robinswood Financial LLC 0.59% New 2 $1.6M
Seven Springs Wealth Group, LLC 0.58% No change 2 $1.6M
Bill Few Associates, Inc. 0.57% No change 2 $1.6M
Family Legacy, Inc. 0.55% No change 2 $1.6M
Highline Wealth Partners LLC 0.54% No change 2 $1.6M
Carr Financial Group Corp 0.52% No change 2 $1.6M
Snider Financial Group 0.52% No change 2 $1.6M
Fischer Financial Services, Inc. 0.51% No change 2 $1.6M
Regimen Wealth, LLC 0.51% No change 2 $1.6M
Hurlow Wealth Management Group, Inc. 0.50% Reduce -33.3% 2 $1.6M
Monument Capital Management 0.49% New 2 $1.6M
Westmount Partners, LLC 0.49% New 2 $1.6M
Venator Management LLC 0.48% New 2 $1.6M
Scott Capital Advisors, LLC 0.48% No change 2 $1.6M
TFB Advisors LLC 0.46% New 2 $1.6M
WealthBridge Capital Management, LLC 0.45% No change 2 $1.6M
Interchange Capital Partners, LLC 0.45% No change 2 $1.6M
Harvey Capital Management Inc. 0.42% No change 2 $1.6M
Triangle Securities Wealth Management 0.41% New 2 $1.6M
Waterfront Wealth Inc. 0.39% New 2 $1.6M
Hamilton Wealth, LLC 0.38% New 2 $1.6M
Regent Peak Wealth Advisors LLC 0.38% No change 2 $1.6M
Sage Rhino Capital LLC 0.37% No change 2 $1.6M
JFG Wealth Management, LLC 0.36% No change 2 $1.6M
Herold Advisors, Inc. 0.35% No change 2 $1.6M
Key Financial Inc 0.35% No change 2 $1.6M
Citizens Business Bank 0.35% No change 2 $1.6M
Cadinha & Co. LLC 0.34% No change 2 $1.6M
Wealth Alliance Advisory Group, LLC 0.33% No change 2 $1.6M
Fortis Capital Advisors, LLC 0.32% New 2 $1.6M
Bellecapital International Ltd. 0.32% No change 2 $1.6M
Northwest Wealth Management, LLC 0.32% New 2 $1.6M
Sachem Hill LLC 0.31% Add +100.0% 2 $1.6M
Allied Investment Advisors, LLC 0.30% No change 2 $1.6M
Asset Management Group, Inc. 0.30% Reduce -99.0% 2 $1.6M
Kelman-Lazarov, Inc. 0.29% No change 2 $1.6M
Wellington Shields Capital Management, LLC 0.29% No change 2 $1.6M
Parker Investment Management, LLC 0.29% No change 2 $1.6M
True North Advisors, LLC 0.28% New 2 $1.6M
Arlington Financial Advisors, LLC 0.28% New 2 $1.6M
Ironwood Investment Counsel, LLC 0.28% No change 2 $1.6M
Cohen Capital Management, Inc. 0.27% No change 2 $1.6M
CRA Financial Services, LLC 0.27% No change 2 $1.6M
Evolution Wealth Advisors, LLC 0.27% No change 2 $1.6M
Sargent Investment Group, LLC 0.26% No change 2 $1.6M
Alaska Wealth Advisors, LLC 0.25% New 2 $1.6M
Premier Path Wealth Partners, LLC 0.25% No change 2 $1.6M
CVA Family Office, LLC 0.24% New 2 $1.6M
Leo Wealth, LLC 0.23% New 2 $1.6M
WealthPLAN Partners, LLC 0.23% New 2 $1.6M
Trust Co. of Toledo NA 0.21% No change 2 $1.6M
Portland Global Advisors LLC 0.20% No change 2 $1.6M
Fiducient Advisors LLC 0.20% No change 2 $1.6M
Sheets Smith Wealth Management 0.20% No change 2 $1.6M
Octavia Wealth Advisors, LLC 0.19% New 2 $1.6M
Keeley-Teton Advisors, LLC 0.19% No change 2 $1.6M
Harbour Trust & Investment Management Co 0.19% No change 2 $1.6M
Wealth Architects, LLC 0.18% New 2 $1.6M
CapWealth Advisors, LLC 0.17% No change 2 $1.6M
Quent Capital, LLC 0.17% No change 2 $1.6M
Rational Advisors, Inc. 0.17% No change 2 $1.6M
Schwerin Boyle Capital Management Inc. 0.16% No change 2 $1.6M
Taurus Asset Management, LLC 0.16% No change 2 $1.6M
Canandaigua National Bank & Trust Co. 0.16% No change 2 $1.6M
Harbor Investment Advisory, LLC 0.16% No change 2 $1.6M
Penobscot Investment Management Company, Inc. 0.15% No change 2 $1.6M
RVW Wealth, LLC 0.15% Add +100.0% 2 $1.6M
Condor Capital Management 0.15% New 2 $1.6M
Cardinal Point Capital Management ULC 0.15% No change 2 $1.6M
Capital Investment Advisory Services, LLC 0.14% No change 2 $1.6M
Kathmere Capital Management, LLC 0.14% New 2 $1.6M
ProVise Management Group, LLC 0.14% No change 2 $1.6M
KMG Fiduciary Partners, LLC 0.13% No change 2 $1.6M
Sound View Wealth Advisors Group, LLC 0.13% No change 2 $1.6M
Lee Danner & Bass Inc. 0.13% No change 2 $1.6M
Mountain Pacific Investment Advisers LLC 0.12% New 2 $1.6M
Thomasville National Bank 0.12% No change 2 $1.6M
Evanson Asset Management, LLC 0.11% New 2 $1.6M
Oxford Financial Group, LTD. LLC 0.11% No change 2 $1.6M
Rothschild Investment LLC 0.11% No change 2 $1.6M
UNIVEST FINANCIAL Corp 0.10% No change 2 $1.6M
PFG Investments, LLC 0.10% Add +100.0% 2 $1.6M
Graypoint LLC 0.10% No change 2 $1.6M
Bryn Mawr Trust Advisors, LLC 0.10% No change 2 $1.6M
GM Advisory Group, LLC 0.09% No change 2 $1.6M
Belpointe Asset Management LLC 0.08% New 2 $1.6M
Larson Financial Group LLC 0.08% New 2 $1.6M
SouthState Bank Corp 0.07% New 2 $1.6M
Hirtle & Co., LLC 0.07% No change 2 $1.6M
HUB Investment Partners, LLC 0.06% New 2 $1.6M
F/m Investments LLC 0.06% No change 2 $1.6M
Plancorp, LLC 0.06% New 2 $1.6M
Ashton Thomas Private Wealth, LLC 0.06% No change 2 $1.6M
Freestone Capital Holdings, LLC 0.06% New 2 $1.6M
Burney Co./ 0.06% Add +100.0% 2 $1.6M
Independent Financial Group, LLC 0.05% No change 2 $1.6M
Modern Wealth Management, LLC 0.05% New 2 $1.6M
Scharf Investments, LLC 0.05% No change 2 $1.6M
First Horizon Advisors, Inc. 0.04% No change 2 $1.6M
Diversified Trust Co. 0.04% No change 2 $1.6M
Flputnam Investment Management Co. 0.03% Add +100.0% 2 $1.6M
Meitav Investment House Ltd. 0.03% No change 2 $1.6M
Synovus Financial Corp. 0.02% No change 2 $1.6M
AE Wealth Management LLC 0.01% New 2 $1.6M
JARISLOWSKY, FRASER Ltd 0.01% No change 2 $1.6M
Nomura Asset Management Co. Ltd. 0.00% No change 2 $1.6M
Jane Street Group, LLC 0.00% Reduce -86.7% 2 $1.6M
Fisher Asset Management 0.00% Add +100.0% 2 $1.6M
TCV Trust & Wealth Management, Inc. 0.15% No change 2 $1.6M
Ogorek Anthony Joseph /NY/ 0.53% No change 2 $1.6M
Lester Murray Antman dba SimplyRich 0.46% No change 2 $1.6M
Natural Investments, LLC 0.45% New 2 $1.6M
Valley National Advisers Inc. 0.29% New 2 $1.6M
Acadian Asset Management LLC 0.00% Reduce -33.3% 2 $1.6M
Ignite Planners, LLC 0.31% New 2 $1.6M
Phillips Wealth Planners LLC 1.66% No change 2 $1.6M
Chicago Partners Investment Group LLC 0.05% New 2 $1.6M
DekaBank Deutsche Girozentrale 0.00% Reduce -50.0% 2 $1.5M
Berkshire Asset Management LLC 0.07% No change 2 $1.5M
Wimmer Associates 1, LLC 0.81% No change 2 $1.5M
Net Worth Advisory Group 0.28% No change 1 $892K
Colton Groome Financial Advisors, LLC 0.31% No change 1 $801K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.06% New 1 $800K
Portland Financial Advisors Inc 2.04% New 1 $798K
Objective Capital Management, LLC 1.02% No change 1 $798K
Armstrong, Fleming & Moore, Inc 0.97% No change 1 $798K
Cypress Capital Management LLC (WY) 0.95% No change 1 $798K
Wedgewood Investors Inc. 0.95% No change 1 $798K
Rainier Family Wealth Inc. 0.94% No change 1 $798K
Petros Family Wealth, LLC 0.88% No change 1 $798K
Infinity Wealth Counsel, LLC 0.86% No change 1 $798K
ArborFi Advisors, LLC 0.79% No change 1 $798K
Riverview Trust Co 0.79% No change 1 $798K
Intrinsic Value Partners, LLC 0.79% New 1 $798K
Wealthgarden F.S. LLC 0.77% No change 1 $798K
Cushing Capital Partners, LLC 0.72% No change 1 $798K
Orca Wealth Management, LLC 0.71% No change 1 $798K
Cathy Pareto & Associates, Inc. 0.71% New 1 $798K
Collier Financial 0.68% No change 1 $798K
Eagle Bay Advisors LLC 0.68% No change 1 $798K
Magnolia Private Wealth, LLC 0.68% No change 1 $798K
Barnett & Company, Inc. 0.67% New 1 $798K
Kampmann Melissa S. 0.63% No change 1 $798K
Terra Nova Asset Management LLC 0.63% No change 1 $798K
Hopwood Financial Services, Inc. 0.62% New 1 $798K
American Institute for Advanced Investment Management, LLP 0.61% No change 1 $798K
Gallagher Capital Advisors, LLC 0.61% New 1 $798K
Base Wealth Management LLC 0.61% — 1 $798K
Cross Staff Investments Inc 0.60% New 1 $798K
Wealth Preservation Advisors, LLC 0.57% — 1 $798K
Momentous Wealth Management, Inc. 0.57% New 1 $798K
Visionary Horizons, LLC 0.56% No change 1 $798K
Cascade Investment Advisors, Inc. 0.54% New 1 $798K
Hara Capital LLC 0.54% No change 1 $798K
Councilmark Asset Management, LLC 0.54% No change 1 $798K
Seven Mile Advisory 0.53% No change 1 $798K
Tilia Fiduciary Partners, Inc. 0.53% No change 1 $798K
Clarity Capital Advisors, LLC 0.52% New 1 $798K
McCarter Private Wealth Services LLC 0.52% No change 1 $798K
Northstar Advisory Group, LLC 0.52% No change 1 $798K
Fortis Advisors, LLC 0.52% No change 1 $798K
CoreFirst Bank & Trust 0.51% No change 1 $798K
Sprinkle Financial Consultants LLC 0.51% No change 1 $798K
Pullen Investment Management, LLC 0.50% New 1 $798K
Novak & Powell Financial Services, Inc. 0.50% No change 1 $798K
Tenret Co LLC 0.48% New 1 $798K
Mendel Capital Management LLC 0.48% New 1 $798K
Hall Kathryn A. 0.48% No change 1 $798K
Matrix Private Capital Group LLC 0.48% No change 1 $798K
Capital Wealth Alliance, LLC 0.48% No change 1 $798K
Regency Capital Management Inc.\DE 0.48% No change 1 $798K
Alamar Capital Management, LLC 0.47% New 1 $798K
MN Wealth Advisors, LLC 0.47% No change 1 $798K
Meritas Wealth Management, LLC 0.47% New 1 $798K
Harrington Investments, INC 0.45% New 1 $798K
Financial Futures Ltd Liability Co. 0.45% New 1 $798K
Kapstone Financial Advisors LLC 0.45% No change 1 $798K
Tandem Capital Management Corp. 0.45% No change 1 $798K
Hyperion Capital Advisors LP 0.43% No change 1 $798K
Integrity Wealth Solutions LLC 0.43% New 1 $798K
Legal Advantage Investments, Inc. 0.43% No change 1 $798K
AAF Wealth Management, LLC 0.43% No change 1 $798K
Chronos Wealth Management, LLC 0.43% No change 1 $798K
Cove Private Wealth, LLC 0.43% New 1 $798K
Greykasell Wealth Strategies, Inc. 0.43% No change 1 $798K
Cherry Creek Investment Advisors, Inc. 0.42% New 1 $798K
Marshall & Sullivan Inc. 0.41% New 1 $798K
TCFG Wealth Management, LLC 0.40% No change 1 $798K
Autumn Glory Partners, LLC 0.40% No change 1 $798K
Three Seasons Wealth, LLC 0.40% New 1 $798K
River Street Advisors LLC 0.40% New 1 $798K
Arcadia Wealth Management, LLC 0.39% No change 1 $798K
Powell Investment Advisors, LLC 0.39% New 1 $798K
BlueChip Wealth Advisors LLC 0.39% New 1 $798K
5th Street Advisors, LLC 0.39% No change 1 $798K
Plum Street Advisors, LLC 0.38% New 1 $798K
Ridgepath Capital Management LLC 0.38% New 1 $798K
Pavion Blue Capital, LLC 0.38% No change 1 $798K
Caldwell Sutter Capital, Inc. 0.38% No change 1 $798K
Hall Capital Management Co. Inc. 0.37% No change 1 $798K
Harbour Investment Management LLC 0.36% New 1 $798K
BridgePort Financial Solutions, LLC 0.36% No change 1 $798K
Wealthedge Investment Advisors, LLC 0.36% No change 1 $798K
Wills Financial Group LLC 0.35% — 1 $798K
Garner Asset Management Corp 0.35% Reduce -99.0% 1 $798K
Hanover Advisors Inc. 0.35% No change 1 $798K
Texas Bank & Trust Co 0.34% No change 1 $798K
Annis Gardner Whiting Capital Advisors, LLC 0.34% New 1 $798K
Gen-Wealth Partners Inc 0.33% No change 1 $798K
Oak Family Advisors, LLC 0.33% No change 1 $798K
Midwest Heritage Bank, FSB 0.33% New 1 $798K
Northwest Capital Management Inc 0.33% New 1 $798K
Encompass Wealth Advisors, LLC 0.33% No change 1 $798K
Verity Asset Management, Inc. 0.32% No change 1 $798K
jvl associates llc 0.32% No change 1 $798K
Arcus Capital Partners, LLC 0.32% New 1 $798K
Pegasus Asset Management, Inc. 0.32% Reduce -99.0% 1 $798K
Excalibur Management Corp. 0.31% Reduce -50.0% 1 $798K
Castle Wealth Management LLC 0.31% New 1 $798K
Team Hewins, LLC 0.31% New 1 $798K
Enterprise Bank & Trust Co 0.31% No change 1 $798K
Core Wealth Management, Inc. 0.31% New 1 $798K
Westend Capital Management, LLC 0.30% No change 1 $798K
Silver Coast Investments LLC 0.30% New 1 $798K
Congress Park Capital LLC 0.30% No change 1 $798K
Paragon Advisors, LLC 0.30% New 1 $798K
Nia Impact Advisors, LLC 0.30% No change 1 $798K
Jeppson Wealth Management, LLC 0.29% No change 1 $798K
Impact Capital Partners LLC 0.29% No change 1 $798K
Indiana Trust & Investment Management Co 0.29% No change 1 $798K
TriaGen Wealth Management LLC 0.28% New 1 $798K
Atlas Brown,Inc. 0.28% No change 1 $798K
Sterling Investment Counsel, LLC 0.27% New 1 $798K
Van Strum & Towne Inc. 0.27% New 1 $798K
Abound Wealth Management 0.27% Reduce -50.0% 1 $798K
Parisi Gray Wealth Management 0.26% No change 1 $798K
Strategic Family Wealth Counselors, L.L.C. 0.26% New 1 $798K
D.B. Root & Company, LLC 0.26% No change 1 $798K
Measured Wealth Private Client Group, LLC 0.26% New 1 $798K
Brady Family Wealth, LLC 0.26% No change 1 $798K
Aspen Capital Management, LLC 0.26% — 1 $798K
Integral Investment Advisors, Inc. 0.25% Reduce -99.0% 1 $798K
Fca Corp. 0.25% New 1 $798K
Xcel Wealth Management, LLC 0.25% New 1 $798K
Windsor Capital Management, LLC 0.25% No change 1 $798K
GFG Capital, LLC 0.24% No change 1 $798K
Steamboat Capital Partners, LLC 0.24% No change 1 $798K
G2 Capital Management, LLC / Oh 0.24% New 1 $798K
LongView Wealth Management 0.24% New 1 $798K
Jentner Corp 0.24% New 1 $798K
RDA Financial Network 0.24% New 1 $798K
Integris Wealth Management, LLC 0.23% New 1 $798K
Advus Financial Partners, LLC 0.22% No change 1 $798K
Founders Grove Wealth Partners, LLC 0.22% No change 1 $798K
Monarch Capital Management Inc. 0.22% No change 1 $798K
Noble Family Wealth, LLC 0.22% No change 1 $798K
Madrona Financial Services, LLC 0.22% No change 1 $798K
Keystone Wealth Services, LLC 0.22% New 1 $798K
Eclectic Associates Inc. 0.21% No change 1 $798K
Timber Creek Capital Management LLC 0.21% No change 1 $798K
Barry Investment Advisors, LLC 0.21% No change 1 $798K
Nvwm, LLC 0.21% No change 1 $798K
Gitterman Wealth Management, LLC 0.21% No change 1 $798K
Clare Market Investments LLC 0.21% No change 1 $798K
Knightsbridge Asset Management, LLC 0.21% New 1 $798K
Plimoth Trust Co. LLC 0.21% No change 1 $798K
Okabena Investment Services Inc. 0.20% New 1 $798K
Alpine Woods Capital Investors, LLC 0.20% No change 1 $798K
Rappaport Reiches Capital Management, LLC 0.20% No change 1 $798K
Whalerock Point Partners, LLC 0.20% No change 1 $798K
Element Pointe Advisors, LLC 0.19% New 1 $798K
United American Securities Inc. (d/b/a UAS Asset Management) 0.19% No change 1 $798K
Greenspring Advisors, LLC 0.19% New 1 $798K
Cutter & CO Brokerage, Inc. 0.19% No change 1 $798K
High Falls Advisors, Inc 0.19% No change 1 $798K
Iat Reinsurance Co. LTD. 0.19% No change 1 $798K
Holderness Investments Co. 0.19% New 1 $798K
Chemistry Wealth Management LLC 0.19% No change 1 $798K
Cranbrook Wealth Management, LLC 0.19% No change 1 $798K
Shorepoint Capital Partners LLC 0.18% No change 1 $798K
FLC Capital Advisors 0.18% New 1 $798K
Elgethun Capital Management 0.18% No change 1 $798K
Carrera Capital Advisors 0.18% No change 1 $798K
Pinion Investment Advisors, LLC 0.18% New 1 $798K
Earned Wealth Advisors, LLC 0.18% New 1 $798K
Marshall Financial Group, LLC 0.17% New 1 $798K
Werba Rubin Papier Wealth Management 0.17% New 1 $798K
Sierra Summit Advisors LLC 0.17% New 1 $798K
SeaBridge Investment Advisors LLC 0.17% New 1 $798K
Schnieders Capital Management LLC 0.17% No change 1 $798K
Lafayette Investments, Inc. 0.17% New 1 $798K
Heron Bay Capital Management 0.17% No change 1 $798K
Woodard & Co. Asset Management Group Inc. 0.17% No change 1 $798K
Secure Asset Management, LLC 0.16% No change 1 $798K
Integrated Investment Consultants, LLC 0.16% No change 1 $798K
Martel Wealth Advisors LLC 0.16% New 1 $798K
SC&H Financial Advisors, Inc. 0.16% No change 1 $798K
Amarillo National Bank 0.16% No change 1 $798K
Headinvest, LLC 0.16% No change 1 $798K
First Bank & Trust 0.15% No change 1 $798K
Regatta Capital Group, LLC 0.15% No change 1 $798K
Aspen Grove Capital, LLC 0.15% No change 1 $798K
West Financial Advisors, LLC 0.15% New 1 $798K
American Money Management, LLC 0.15% No change 1 $798K
Founders Capital Management, LLC 0.15% No change 1 $798K
Bell Investment Advisors, Inc 0.15% New 1 $798K
Acorn Financial Advisory Services Inc. 0.14% No change 1 $798K
Oarsman Capital, Inc. 0.14% No change 1 $798K
Harbor Advisors LLC 0.14% No change 1 $798K
Brookwood Investment Group LLC 0.14% — 1 $798K
Eagle Rock Investment Company, LLC 0.14% No change 1 $798K
Biltmore Family Office, LLC 0.14% No change 1 $798K
Versant Capital Management, Inc 0.13% No change 1 $798K
Clark Asset Management, LLC 0.13% New 1 $798K
Formidable Asset Management, LLC 0.13% No change 1 $798K
Concord Wealth Partners 0.13% No change 1 $798K
Gratus Wealth Advisors, LLC 0.13% New 1 $798K
Lake Street Private Wealth, LLC 0.13% No change 1 $798K
Debussy Capital Management LP 0.13% Reduce -50.0% 1 $798K
Meridian Wealth Partners, LLC 0.13% New 1 $798K
Twin Focus Capital Partners, LLC 0.12% New 1 $798K
Strid Group, LLC 0.12% New 1 $798K
Financial Partners Group, Inc 0.12% No change 1 $798K
Stanley-Laman Group, Ltd. 0.12% Reduce -99.0% 1 $798K
Lee Financial Co 0.12% No change 1 $798K
Mayflower Financial Advisors, LLC 0.12% No change 1 $798K
Gilbert & Cook, Inc. 0.12% New 1 $798K
Quadcap Wealth Management, LLC 0.12% New 1 $798K
Mosaic Family Wealth Partners, LLC 0.11% No change 1 $798K
Iron Gate Global Advisors LLC 0.11% Reduce -99.0% 1 $798K
Hill Investment Group Partners, LLC 0.11% New 1 $798K
Arbor Investment Advisors, LLC 0.11% No change 1 $798K
Greatmark Investment Partners, Inc. 0.11% No change 1 $798K
Howard Financial Services, LTD. 0.11% New 1 $798K
Relyea Zuckerberg Hanson LLC 0.11% No change 1 $798K
RTD Financial Advisors, Inc. 0.11% New 1 $798K
Rodgers Brothers Inc. 0.11% No change 1 $798K
Cypress Capital Group 0.10% No change 1 $798K
Spirepoint Private Client, LLC 0.10% No change 1 $798K
1834 Investment Advisors Co. 0.10% New 1 $798K
Financial Management Professionals, Inc. 0.10% New 1 $798K
United Bank 0.10% No change 1 $798K
Lodestar Private Asset Management LLC 0.10% New 1 $798K
Alley Investment Management Company, LLC 0.10% New 1 $798K
Altfest L J & Co. Inc. 0.10% New 1 $798K
Night Owl Capital Management, LLC 0.10% No change 1 $798K
TRUE Private Wealth Advisors 0.10% No change 1 $798K
Wealth Alliance, LLC 0.10% No change 1 $798K
Spectrum Wealth Counsel, LLC 0.10% New 1 $798K
Rockbridge Investment Management, LCC 0.09% New 1 $798K
Tower Bridge Advisors 0.09% No change 1 $798K
Certified Advisory Corp 0.09% No change 1 $798K
Tanglewood Wealth Management, Inc. 0.09% No change 1 $798K
Telos Capital Management, Inc. 0.09% New 1 $798K
Oxbow Advisors, LLC 0.09% No change 1 $798K
Means Investment Co., Inc. 0.08% No change 1 $798K
Strategic Investment Advisors / MI 0.08% No change 1 $798K
Moss Adams Wealth Advisors LLC 0.08% New 1 $798K
Diversified Portfolios, Inc. 0.08% Reduce -99.0% 1 $798K
RMR Wealth Builders 0.08% No change 1 $798K
Crescent Grove Advisors, LLC 0.08% No change 1 $798K
MBL Wealth, LLC 0.08% New 1 $798K
Texas Capital Bank Wealth Management Services Inc 0.08% No change 1 $798K
One Day In July LLC 0.08% New 1 $798K
Cozad Asset Management Inc. 0.08% No change 1 $798K
Gemmer Asset Management LLC 0.08% New 1 $798K
Ledyard National Bank 0.08% No change 1 $798K
Magnus Financial Group LLC 0.08% New 1 $798K
Forbes J M & Co. LLP 0.08% No change 1 $798K
Tritonpoint Wealth, LLC 0.08% New 1 $798K
Hengehold Capital Management LLC 0.08% New 1 $798K
WBH Advisory Inc. 0.07% New 1 $798K
Waterloo Capital, L.P. 0.07% No change 1 $798K
Smith, Moore & Co. 0.07% No change 1 $798K
Lindbrook Capital, LLC 0.07% Reduce -50.0% 1 $798K
Trust Point Inc. 0.07% No change 1 $798K
International Assets Investment Management, LLC 0.07% No change 1 $798K
Plante Moran Financial Advisors, LLC 0.07% No change 1 $798K
Litman Gregory Wealth Management LLC 0.07% New 1 $798K
Private Wealth Partners, LLC 0.07% New 1 $798K
Schechter Investment Advisors, LLC 0.07% No change 1 $798K
Fairholme Capital Management 0.07% No change 1 $798K
Icon Wealth Advisors, LLC 0.07% No change 1 $798K
Journey Advisory Group, LLC 0.07% New 1 $798K
Lutz Financial Services LLC 0.07% New 1 $798K
Advisor Resource Council 0.06% New 1 $798K
TCI Wealth Advisors, Inc. 0.06% New 1 $798K
Beaumont Financial Advisors, LLC 0.06% No change 1 $798K
Verdence Capital Advisors LLC 0.06% New 1 $798K
Simmons Bank 0.06% No change 1 $798K
BOK Financial Private Wealth, Inc. 0.06% Reduce -50.0% 1 $798K
Callan Capital, LLC 0.06% New 1 $798K
MCF Advisors LLC 0.06% New 1 $798K
Albion Financial Group 0.06% New 1 $798K
Checchi Capital Advisers, LLC 0.06% No change 1 $798K
Cornerstone Wealth Management, LLC 0.05% No change 1 $798K
Patten & Patten Inc. 0.05% New 1 $798K
Western Wealth Management, LLC 0.05% Reduce -94.4% 1 $798K
Lowe Brockenbrough & Co. Inc. 0.05% No change 1 $798K
Smith Salley Wealth Management 0.05% New 1 $798K
Edgar Lomax Co. 0.05% No change 1 $798K
Klingman & Associates, LLC 0.05% No change 1 $798K
Procyon Advisors, LLC 0.05% New 1 $798K
Meeder Advisory Services, Inc. 0.05% No change 1 $798K
Sprott Inc. 0.05% New 1 $798K
Rice Hall James & Associates, LLC 0.05% No change 1 $798K
Dorsey & Whitney Trust CO LLC 0.05% No change 1 $798K
Garde Capital, Inc. 0.05% No change 1 $798K
PFG Advisors 0.04% New 1 $798K
Fairfax Financial Holdings 0.04% No change 1 $798K
Waters Parkerson & Co., LLC 0.04% No change 1 $798K
Stratos Investment Management, LLC 0.04% New 1 $798K
Flagship Harbor Advisors, LLC 0.04% No change 1 $798K
BLB&B Advisors, LLC 0.04% No change 1 $798K
Calamos Wealth Management LLC 0.04% New 1 $798K
Trust Co. of Vermont 0.04% No change 1 $798K
Linscomb Wealth, Inc. 0.04% New 1 $798K
Woodley Farra Manion Portfolio Management Inc. 0.04% New 1 $798K
Leavell Investment Management, Inc. 0.04% No change 1 $798K
Johnson Financial Group, Inc. 0.04% No change 1 $798K
Meridian Wealth Management, LLC 0.04% No change 1 $798K
Beacon Investment Advisory Services, Inc. 0.04% New 1 $798K
North Star Asset Management Inc. 0.04% No change 1 $798K
VestGen Advisors, LLC 0.04% — 1 $798K
Alpha Cubed Investments, LLC 0.04% New 1 $798K
Chilton Capital Management LLC 0.03% New 1 $798K
Balentine LLC 0.03% No change 1 $798K
Pallas Capital Advisors LLC 0.03% No change 1 $798K
Mgo One Seven LLC 0.03% No change 1 $798K
Donaldson Capital Management, LLC 0.03% No change 1 $798K
Performance Wealth Partners, LLC 0.03% New 1 $798K
TCTC Holdings, LLC 0.03% No change 1 $798K
Evergreen Capital Management LLC 0.03% New 1 $798K
NorthRock Partners, LLC 0.03% No change 1 $798K
Destination Wealth Management 0.03% New 1 $798K
Baker Avenue Asset Management, LP 0.03% New 1 $798K
IFP Advisors, Inc 0.02% No change 1 $798K
Argent Capital Management LLC 0.02% No change 1 $798K
B. Riley Wealth Advisors, Inc. 0.02% Reduce -50.0% 1 $798K
HBK Sorce Advisory LLC 0.02% New 1 $798K
MassMutual Private Wealth & Trust, FSB 0.02% No change 1 $798K
Steadfast Capital Management LP 0.02% No change 1 $798K
Bailard, Inc. 0.02% No change 1 $798K
Dakota Wealth Management 0.02% No change 1 $798K
First Financial Bankshares Inc 0.02% Reduce -50.0% 1 $798K
Great Valley Advisor Group, Inc. 0.02% No change 1 $798K
Gradient Investments LLC 0.02% New 1 $798K
Davis R M Inc. 0.02% No change 1 $798K
Kingsview Wealth Management, LLC 0.01% No change 1 $798K
Vanguard Personalized Indexing Management, LLC 0.01% New 1 $798K
Vident Advisory, LLC 0.01% New 1 $798K
Welch & Forbes LLC 0.01% No change 1 $798K
Horizon Kinetics Asset Management LLC 0.01% No change 1 $798K
Capital Group Private Client Services, Inc. 0.01% No change 1 $798K
Great Lakes Advisors, LLC 0.01% Reduce -50.0% 1 $798K
Fort Washington Investment Advisors Inc. 0.00% No change 1 $798K
Los Angeles Capital Management LLC 0.00% No change 1 $798K
Baron Capital (BAMCO) 0.00% No change 1 $798K
Assetmark, Inc. 0.00% No change 1 $798K
Mitsubishi UFJ Trust & Banking Corp 0.00% No change 1 $798K
Farley Capital L.P. 0.74% No change 1 $798K
Murphy Pohlad Asset Management LLC 0.34% No change 1 $798K
Quaker Capital Investments, LLC 0.26% No change 1 $798K
Lorne Steinberg Wealth Management Inc. 0.23% No change 1 $798K
Perkins Coie Trust Co 0.18% No change 1 $798K
Ellenbecker Investment Group 0.14% New 1 $798K
City Holding Co. 0.11% No change 1 $798K
Cadence Bank 0.06% No change 1 $798K
Legacy Private Trust Co. 0.05% No change 1 $798K
First National Bank of Omaha 0.05% No change 1 $798K
Alta Capital Management LLC/ 0.05% No change 1 $798K
Arvest Bank Trust Division 0.05% No change 1 $798K
Fairview Capital Investment Management, LLC 0.04% No change 1 $798K
First National Trust Co 0.03% Reduce -50.0% 1 $798K
Schonfeld Strategic Advisors LLC 0.01% New 1 $798K
Federation des caisses Desjardins du Quebec 0.00% No change 1 $798K
Navigoe, LLC 0.69% New 1 $798K
Warburton Capital Management, LLC 0.58% New 1 $798K
Latko Wealth Management, Ltd. 0.52% No change 1 $798K
Trust Co of Kansas 0.43% No change 1 $798K
PFC Capital Group, Inc. 0.40% New 1 $798K
Stonebridge Capital Management Inc. 0.34% No change 1 $798K
X-Square Capital, LLC 0.34% Reduce -99.0% 1 $798K
First Dallas Securities Inc. 0.33% No change 1 $798K
Hendley & Co. Inc. 0.28% No change 1 $798K
Shikiar Asset Management Inc. 0.27% No change 1 $798K
Physicians Financial Services, Inc. 0.25% New 1 $798K
Cordatus Wealth Management LLC 0.22% No change 1 $798K
Beach Investment Counsel Inc. 0.12% No change 1 $798K
Capital Advisors, Ltd. LLC 0.11% No change 1 $798K
LVM Capital Management Ltd. 0.09% No change 1 $798K
Wendell David Associates Inc. 0.08% No change 1 $798K
Appleton Partners Inc. 0.06% No change 1 $798K
Arete Wealth Advisors, LLC 0.06% Reduce -99.0% 1 $798K
Thoroughbred Financial Services, LLC 0.05% No change 1 $798K
Analyst IMS Investment Management Services Ltd. 0.03% No change 1 $798K
Vaughan David Investments LLC 0.02% No change 1 $798K
Park Avenue Securities LLC 0.01% New 1 $798K
HRT Financial LP 0.01% Reduce -75.0% 1 $798K
Beutel, Goodman & Co Ltd. 0.00% No change 1 $798K
Financial Engines Advisors L.L.C. 0.00% New 1 $798K
Lazard Asset Management LLC 0.00% No change 1 $798K
Lountzis Asset Management, LLC 0.30% No change 1 $798K
Founders Financial Securities LLC 0.07% New 1 $798K
Austin Wealth Management, LLC 0.16% New 1 $797K
Fidelis Capital Partners, LLC 0.08% No change 1 $796K
Silver Oak Securities, Incorporated 0.07% New 1 $790K
Schroder Investment Management Group 0.00% No change 1 $790K
Accurate Wealth Management, LLC 0.15% No change 1 $784K
Foster Victor Wealth Advisors, LLC 0.06% New 1 $784K
Csenge Advisory Group 0.04% No change 1 $779K
FF Advisors,LLC 0.45% No change 1 $778K
Cornerstone Financial Group, LLC 0.69% New 1 $772K
IHT Wealth Management, LLC 0.02% No change 1 $771K
Facet Wealth, Inc. 0.02% No change 1 $770K
Cornerstone Advisory, LLC 0.09% No change 1 $768K
McLean Asset Management Corp 0.24% No change 1 $739K
Kercheville Advisors, LLC 0.28% No change 1 $681K
Centurion Wealth Management LLC 0.21% No change 1 $681K
Eagle Harbor Asset Management Inc. 0.55% No change 1,017 $542K
Sara-Bay Financial 0.19% Add +6.3% 828 $436K
Wedbush Securities Inc. 0.01% Reduce -20.0% 4 $394K

"% 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.