Berkshire Hathaway Inc. Class ABRK.A

13F holders, Q2 2025 (June 30)
1,386holders −11
46new positions
42sold out
15famous investors
$68936.94avg. 13F price*

At the end of Q2 2025, 1,386 institutions reported holding Berkshire Hathaway Inc. Class A (BRK.A) in their 13F filings, down 11 from Q1 2025. 46 opened new positions and 42 sold out. The largest holders were FMR LLC ($24.2B), First Manhattan Co. Llc. ($10.4B) and Norges Bank ($7.3B). 15 famous investors held it, including Tom Russo (12.6% of Gardner Russo & Quinn's portfolio), Chris Bloomstran (11.9% of Semper Augustus Investments'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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions46$188.4M
Exits42$136.6M

All 13F filers, Q1 2025 → Q2 2025: 1,007,056 shares bought and 17,321 shares sold, net +989,735 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,386 holders

FMR LLC 1.37% Add +0.0% 33,251 $24.2B
First Manhattan Co. Llc. 29.51% Add +0.6% 14,337 $10.4B
Norges Bank 0.91% Add +5.0% 10,048 $7.3B
Vanguard Group Inc. 0.05% Reduce -0.1% 3,848 $2.8B
HighTower Advisors, LLC 1.72% Reduce -1.3% 1,878 $1.4B
Gardner Russo & Quinn 12.58% Reduce -2.0% 1,624 $1.2B
Everett Harris & Co. 13.29% Add +0.8% 1,417 $1.0B
Kestra Advisory Services, LLC 4.48% Reduce -72.4% 1,258 $916.8M
Hikari Tsushin, Inc. 57.93% No change 1,127 $821.4M
Markel Group 6.86% No change 1,114 $811.9M
PNC Financial Services Group, Inc. 0.51% Reduce -3.0% 1,084 $790.0M
Davis Selected Advisers 4.15% Reduce -31.6% 1,065 $776.2M
Paralel Advisors LLC 30.50% No change 1,028 $749.2M
US Bancorp \de 0.83% No change 901 $656.6M
Graham Holdings Co Master Retirement Trust 83.91% No change 829 $604.2M
Mawer Investment Management Ltd. 3.00% Add +18.6% 811 $591.1M
Hikari Power Ltd 47.49% No change 783 $570.6M
BlackRock, Inc. 0.01% Reduce -8.4% 752 $548.1M
Bank of America Corp. 0.04% Reduce -8.6% 722 $526.2M
Morgan Stanley 0.03% Reduce -39.5% 702 $511.6M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 5.89% No change 700 $510.2M
California Public Employees Retirement System 0.32% Reduce -3.1% 681 $496.3M
First Eagle Investment Management, LLC 0.95% Reduce -28.8% 649 $473.0M
Fiduciary Trust Co 5.77% No change 643 $468.6M
Baldwin Investment Management, LLC 48.92% No change 556 $405.2M
UBS Group AG 0.08% Reduce -4.0% 499 $363.7M
Clearbridge Investments, LLC 0.27% Reduce -2.4% 450 $328.0M
State of Wisconsin Investment Board 0.80% Add +45.8% 449 $327.2M
Legal & General Group Plc 0.08% Reduce -15.6% 428 $311.9M
Graham Holdings Co 34.58% No change 422 $307.6M
Fayez Sarofim & Co 0.69% Reduce -0.8% 392 $285.7M
Bridges Investment Management Inc. 3.76% Reduce -1.8% 382 $278.4M
State Street Corp. 0.01% Add +0.3% 362 $263.8M
Allen Holding Inc. 23.65% No change 330 $240.5M
Northern Trust Corp. 0.03% Add +12.5% 314 $228.8M
Mariner, LLC 0.33% Add +13.5% 311 $226.7M
Canton Hathaway, LLC 46.08% No change 310 $225.9M
Bank of New York Mellon Corp 0.04% Reduce -3.0% 289 $210.6M
Armstrong Henry H Associates Inc. 19.67% Reduce -1.4% 286 $208.4M
Pathstone Holdings, LLC 0.80% Reduce -6.7% 278 $202.7M
Royal Bank of Canada 0.04% Reduce -9.0% 274 $199.7M
Bank of Montreal 0.10% No change 264 $192.4M
Corient Private Wealth LP 0.23% Add +10.8% 235 $171.3M
WINTON GROUP Ltd 8.08% No change 217 $158.1M
UMB Bank, n.a. 2.41% No change 212 $154.5M
Rede Wealth, LLC 55.25% No change 210 $153.0M
Brown Advisory Inc. 0.20% Add +5.0% 208 $151.6M
Goldman Sachs Group Inc. 0.02% Add +1.5% 203 $147.9M
Creative Planning 0.12% Reduce -1.0% 199 $145.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +3.8% 193 $140.7M
Raymond James Financial Inc. 0.05% No change 187 $136.3M
Virtu Financial LLC 6.94% Reduce -51.4% 186 $135.6M
Brown Brothers Harriman & Co. 0.84% Reduce -7.7% 179 $130.5M
Timucuan Asset Management Inc. 3.75% Reduce -5.4% 176 $128.3M
Coldstream Capital Management Inc. 1.98% Add +3220.0% 166 $121.0M
Auto-Owners Insurance Co 2.54% Reduce -98.4% 156 $113.7M
Burgundy Asset Management Ltd. 1.09% Reduce -3.1% 154 $112.2M
Tweedy, Browne Co LLC 10.34% Reduce -8.4% 153 $111.5M
HSBC Holdings PLC 0.07% Reduce -2.0% 147 $107.1M
Punch Card Management L.P. 34.10% No change 145 $105.7M
Stifel Financial Corp. 0.10% Reduce -1.4% 144 $104.9M
Neuberger Berman Group LLC 0.08% Add +8.3% 144 $104.9M
American Century Companies Inc. 0.06% Reduce -16.6% 141 $102.8M
Gabelli Funds LLC 0.72% Reduce -1.4% 137 $99.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.18% Add +1.5% 135 $98.4M
Royal London Asset Management Ltd. 0.22% Reduce -5.0% 134 $97.7M
Commonwealth Equity Services, LLC 0.13% Reduce -18.3% 134 $97.7M
Van Lanschot Kempen Investment Management N.V. 0.90% No change 130 $94.7M
Hartline Investment Corp./ 10.53% No change 126 $91.8M
WS Management LLLP 15.90% Reduce -51.4% 125 $91.1M
Wells Fargo & Company 0.02% Reduce -4.7% 121 $88.4M
Nordwand Advisors, LLC 13.72% Reduce -25.0% 120 $87.5M
Mill Capital Management, LLC 6.86% Reduce -1.6% 120 $87.5M
Davis Asset Management, L.P. 3.40% No change 120 $87.5M
Ruane, Cunniff & Goldfarb L.P. 1.46% Reduce -7.1% 117 $85.3M
Vontobel Holding Ltd. 0.28% Reduce -0.8% 117 $85.3M
Semper Augustus Investments 11.90% No change 116 $84.5M
State of Michigan Retirement System 0.44% No change 116 $84.5M
Well Done, LLC 15.31% Reduce -0.9% 112 $81.6M
Mercer Global Advisors Inc. 0.18% Add +38.3% 112 $81.6M
General American Investors Co. Inc. 5.38% No change 110 $80.2M
Franklin Resources Inc. 0.02% Reduce -32.1% 108 $78.7M
Douglass Winthrop Advisors, LLC 1.40% Reduce -1.9% 106 $77.3M
CI Investments Inc. 0.28% Reduce -8.0% 103 $75.1M
Professional Advisory Services Inc. 9.01% No change 100 $72.9M
Artemis Wealth Advisors, LLC 11.14% No change 100 $72.9M
JPMorgan Chase & Co. 0.01% Reduce -20.0% 100 $72.9M
Hollencrest Capital Management 2.96% No change 95 $69.2M
Sumitomo Mitsui Trust Group, Inc. 0.04% No change 94 $68.5M
Ninety One SA (Pty) Ltd 10.92% No change 91 $66.5M
Banque Pictet & Cie SA 0.68% Add +40.6% 90 $65.6M
Bank Pictet & Cie (Europe) AG 1.39% No change 89 $64.9M
Focus Partners Wealth 0.14% Reduce -1.1% 88 $64.1M
Baird Financial Group, Inc. 0.11% Reduce -1.1% 87 $63.4M
LPL Financial LLC 0.02% Reduce -3.3% 87 $63.4M
Victory Capital Management Inc. 0.04% Reduce -1.1% 86 $62.7M
Chou Associates Management Inc. 34.28% No change 86 $62.7M
ACR Alpine Capital Research, LLC 1.11% No change 85 $61.9M
Capital Research Global Investors 0.01% New 82 $59.8M
Choreo, LLC 0.82% Reduce -1.2% 81 $59.0M
Tiaa Trust, National Association 0.15% Reduce -1.2% 81 $59.0M
Accredited Investors Inc. 3.40% Reduce -1.3% 79 $57.6M
RBF Capital, LLC 2.74% No change 76 $55.4M
Eastern Bank 1.05% Add +2.7% 76 $55.4M
Cerity Partners LLC 0.10% Add +24.6% 76 $55.4M
CIBC Private Wealth Group LLC 0.10% Reduce -26.5% 75 $54.7M
I.G.Y. Ltd 21.60% No change 74 $53.9M
Wilmington Savings Fund Society, FSB 0.96% No change 74 $53.9M
Quantinno Capital Management LP 0.23% Add +1.4% 74 $53.9M
Charles Schwab Investment Management Inc. 0.01% Reduce -7.7% 72 $52.5M
Bartlett & Co. Wealth Management LLC 0.72% No change 71 $51.7M
Blair William & Co. 0.14% No change 70 $51.0M
Hamilton Point Investment Advisors, LLC 8.28% No change 69 $50.3M
Greenlea Lane Capital Management, LLC 13.74% No change 67 $48.8M
Wealth Enhancement Advisory Services, LLC 0.08% No change 67 $48.7M
Northwestern University 85.23% No change 66 $48.1M
Ameriprise Financial Inc. 0.01% Add +4.8% 66 $48.1M
Whittier Trust Co. 0.56% Add +3.2% 64 $46.6M
D.A. Davidson & Co. 0.33% No change 64 $46.6M
Cambridge Investment Research Advisors, Inc. 0.14% Reduce -1.5% 64 $46.6M
B. Metzler seel. Sohn & Co. AG 0.44% No change 63 $45.9M
Security National Bank 7.82% No change 62 $45.2M
SG Americas Securities, LLC 0.20% Add +1.7% 60 $43.7M
Kelleher Financial Advisors 14.42% Add +32.6% 57 $41.5M
Captrust Financial Advisors 0.09% Add +3.7% 56 $40.8M
Acadian Asset Management LLC 0.08% Add +2700.0% 56 $40.8M
Crestwood Advisors Group, LLC 0.72% Reduce -1.8% 55 $40.1M
Truist Financial Corp. 0.06% Reduce -3.6% 54 $39.4M
Toronto Dominion Bank 0.08% No change 53 $38.8M
Lincoln Capital LLC 7.43% No change 53 $38.6M
Crewe Advisors LLC 5.36% Reduce -3.7% 52 $37.9M
Pinnacle Financial Partners Inc 0.80% No change 52 $37.9M
Fenimore Asset Management Inc 0.76% No change 52 $37.9M
Moneta Group Investment Advisors LLC 0.44% Add +4.1% 51 $37.2M
Susquehanna International Group, LLP 0.06% Reduce -3.8% 51 $37.2M
Elkhorn Partners Limited Partnership 26.49% No change 50 $36.4M
SWF LLC 4.23% No change 50 $36.4M
Modern Wealth Management, LLC 0.90% Add +3299250.0% 65,987 $36.4M
Hi-Line Capital Management, LLC 12.65% No change 49 $35.7M
NorthCoast Asset Management LLC 0.15% Add +4.3% 49 $35.7M
Sax Wealth Advisors, LLC 2.03% No change 46 $33.5M
Farmers & Merchants Investments Inc. 0.98% No change 46 $33.5M
Silicon Valley Community Foundation 1.85% No change 45 $32.8M
Cannell & Spears LLC 0.66% No change 45 $32.8M
Postrock Partners LLC 15.33% No change 44 $32.1M
Segment Wealth Management, LLC 2.04% Reduce -38.0% 44 $32.1M
Global Frontier Investments LLC 7.65% — 44 $32.1M
Peapack Gladstone Financial Corp. 0.44% Add +2.4% 43 $31.3M
Aberdeen Group plc 0.05% Add +43.3% 43 $31.3M
Millennium Management 0.03% Add +7.5% 43 $31.3M
Hutner Capital Management Inc. 13.92% Reduce -17.6% 42 $30.6M
GAMCO Investors 0.30% Add +5.0% 42 $30.6M
Allen Operations LLC 4.11% No change 41 $29.9M
Mesirow Financial Investment Management, Inc. 0.58% Add +2.5% 41 $29.9M
Pitcairn Co. 1.91% Reduce -11.1% 40 $29.2M
Whittier Trust Co. of Nevada Inc. 0.66% No change 40 $29.2M
Utah Retirement Systems 0.30% No change 39 $28.4M
Qube Research & Technologies Ltd 0.04% Add +50.0% 39 $28.4M
BigSur Wealth Management LLC 6.99% Reduce -11.6% 38 $27.7M
First Citizens Bank & Trust Co. 0.50% No change 38 $27.7M
HM Payson & Co. 0.44% No change 38 $27.7M
Haverford Trust Co 0.26% No change 38 $27.7M
Osaic Holdings, Inc. 0.05% Add +25.0% 60 $27.0M
Pinnacle Bancorp, Inc. 8.10% No change 36 $26.2M
Spinnaker Investment Group, LLC 6.16% No change 36 $26.2M
Hardy Reed LLC 2.10% No change 36 $26.2M
Parsons Capital Management Inc. 1.61% No change 36 $26.2M
Ieq Capital, LLC 0.16% No change 36 $26.2M
Bislett Management, LLC 17.45% No change 35 $25.5M
Granite FO LLC 14.45% No change 35 $25.5M
Silvercrest Asset Management Group LLC 0.17% Reduce -7.9% 35 $25.5M
Cwm, LLC 0.09% Reduce -2.8% 35 $25.5M
Shelter Mutual Insurance Co 5.74% No change 34 $24.8M
FineMark National Bank & Trust 0.84% No change 34 $24.8M
General Partner, Inc. 14.09% No change 33 $24.1M
Perennial Advisors, LLC 4.47% No change 33 $24.1M
Hennessy Advisors Inc. 0.80% Add +3.1% 33 $24.1M
Private Management Group Inc. 0.78% Add +32.0% 33 $24.1M
AMG National Trust Bank 0.63% No change 33 $24.1M
BNP Paribas Financial Markets 0.02% No change 33 $24.1M
Janney Montgomery Scott LLC 0.06% Reduce -5.7% 33 $24.1M
Barr E S & Co. 1.34% Reduce -8.6% 32 $23.3M
Union Savings Bank 10.58% No change 32 $23.0M
Allworth Financial LP 0.11% Add +72.2% 31 $22.6M
Arrowstreet Capital, Limited Partnership 0.02% Reduce -74.0% 31 $22.6M
7G Capital Management, LLC 17.01% No change 30 $21.9M
Plan A Wealth LLC 12.39% No change 30 $21.9M
Aquamarine Capital (Aquamarine Zurich) 7.06% No change 30 $21.9M
Laurel Wealth Advisors LLC 3.27% No change 30 $21.9M
Harvey Investment Co. LLC 2.40% No change 30 $21.9M
Stock Yards Bank & Trust Co. 0.73% No change 30 $21.9M
Williams Jones Wealth Management, LLC. 0.26% Reduce -11.8% 30 $21.9M
Check Capital Management Inc. 1.39% No change 29 $21.1M
GTS Securities LLC 0.94% Add +314.3% 29 $21.1M
Circle Wealth Management, LLC 0.47% Reduce -9.4% 29 $21.1M
HB Wealth Management, LLC 0.17% Reduce -14.7% 29 $21.1M
EP Wealth Advisors, LLC 0.14% Add +7.4% 29 $21.1M
Bessemer Group Inc. 0.03% Reduce -3.3% 29 $21.1M
Allium Financial Advisors, LLC 17.78% No change 28 $20.4M
Silverleafe Capital Partners, LLC 7.11% No change 28 $20.4M
Brighton Jones LLC 0.55% Reduce -9.7% 28 $20.4M
Waverly Advisors, LLC 0.22% No change 28 $20.4M
Mill Creek Capital Advisors, LLC 0.44% Add +3.9% 27 $19.7M
Alliancebernstein L.P. 0.01% Add +22.7% 27 $19.7M
Connable Office Inc. 1.88% No change 26 $18.9M
Pittenger & Anderson Inc. 0.69% No change 26 $18.9M
Regions Financial Corp. 0.13% Reduce -3.7% 26 $18.9M
DHK Financial Advisors, Inc. 10.48% No change 25 $18.2M
B&D White Capital Company, LLC 2.77% New 25 $18.2M
Hemenway Trust Co LLC 1.41% Add +56.3% 25 $18.2M
Sapient Capital LLC 0.33% No change 25 $18.2M
Sequoia Financial Advisors, LLC 0.12% No change 25 $18.2M
Cresset Asset Management, LLC 0.09% Reduce -35.9% 25 $18.2M
Locust Wood Capital Advisers, LLC 0.52% No change 24 $17.5M
Cullen/Frost Bankers, Inc. 0.22% Add +9.1% 24 $17.5M
MAI Capital Management 0.12% Reduce -4.0% 24 $17.5M
DAVENPORT & Co LLC 0.10% No change 24 $17.5M
WoodTrust Financial Corp 2.21% Add +54166.7% 9,768 $17.4M
Pflug Koory, LLC 8.51% New 23 $16.8M
Arlington Partners LLC 6.18% No change 23 $16.8M
Y-Intercept (Hong Kong) Ltd 0.41% Add +360.0% 23 $16.8M
Concurrent Investment Advisors, LLC 0.33% No change 23 $16.8M
Comerica Bank 0.07% No change 23 $16.8M
M&T Bank Corp 0.06% Reduce -36.1% 23 $16.8M
Cetera Investment Advisers 0.03% Add +21.1% 23 $16.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% Reduce -25.8% 23 $16.8M
JRM Investment Counsel, LLC 5.21% No change 22 $16.0M
Saybrook Capital 4.53% No change 22 $16.0M
Ascentis Wealth Management, LLC 4.38% No change 22 $16.0M
Brandywine Trust Co. 2.45% No change 22 $16.0M
Onex Canada Asset Management Inc. 1.96% Reduce -8.3% 22 $16.0M
Ashford Capital Management Inc. 1.88% No change 22 $16.0M
Texas Yale Capital Corp. 0.53% No change 22 $16.0M
Northwestern Mutual Wealth Management Co. 0.01% Add +10.0% 22 $16.0M
Smithfield Trust Co 0.72% Add +4.8% 22 $15.3M
Shayne & Jacobs, LLC 5.06% Reduce -55.3% 21 $15.3M
Gibson Capital, LLC 3.02% No change 21 $15.3M
Zuckerman Investment Group, LLC 1.49% No change 21 $15.3M
First Nebraska Trust Co 1.46% No change 21 $15.3M
Apollon Wealth Management, LLC 0.30% No change 21 $15.3M
Birch Financial Group, LLC 11.66% No change 20 $14.6M
Guardian Financial Partners, LLC 6.55% No change 20 $14.6M
Lawson Kroeker Investment Management Inc. 2.72% No change 20 $14.6M
Round Rock Advisors LLC 2.51% No change 20 $14.6M
LexAurum Advisors, LLC 2.32% No change 20 $14.6M
Private Wealth Asset Management, LLC 1.93% No change 20 $14.6M
Baader Bank Aktiengesellschaft 1.25% Add +42.9% 20 $14.6M
Clearstead Advisors, LLC 0.20% No change 20 $14.6M
Modera Wealth Management, LLC 0.18% No change 20 $14.6M
Fifth Third Bancorp 0.05% Reduce -4.8% 20 $14.6M
Vestor Capital, LLC 1.08% Add +6663700.0% 399,828 $14.4M
Cheviot Value Management, LLC 1.60% No change 20 $14.0M
Center for Financial Planning, Inc. 1.59% No change 19 $13.8M
JFS Wealth Advisors, LLC 0.88% No change 19 $13.8M
Simon Quick Advisors, LLC 0.70% No change 19 $13.8M
Sand Hill Global Advisors, LLC 0.51% No change 19 $13.8M
National Philanthropic Trust 0.19% No change 19 $13.8M
Private Advisor Group, LLC 0.07% No change 19 $13.8M
Glenmede Investment Management, LP 0.07% — 19 $13.8M
Rhumbline Advisers 0.01% Add +375.0% 19 $13.8M
T. Rowe Price Associates Inc. 0.00% No change 18 $13.1M
PDS Planning, Inc 0.98% No change 18 $13.1M
Cobblestone Capital Advisors LLC 0.67% No change 18 $13.1M
Park National Corp. 0.43% Reduce -5.3% 18 $13.1M
Greenleaf Trust 0.12% No change 18 $13.1M
Ar Asset Management Inc. 2.95% No change 18 $13.1M
Lazard Freres Gestion S.A.S. 0.32% No change 18 $13.1M
Amundi 0.00% Add +5.9% 18 $13.0M
Alexander Labrunerie & Co., Inc. 5.14% No change 17 $12.4M
Matthew 25 Management Corp 3.98% No change 17 $12.4M
America First Investment Advisors, LLC 2.47% No change 17 $12.4M
Arthur M. Cohen & Associates, LLC 2.19% Reduce -5.6% 17 $12.4M
Clifford Swan Investment Counsel LLC 0.44% No change 17 $12.4M
Foster Group, Inc. 0.42% No change 17 $12.4M
Choate Investment Advisors 0.27% Add +6.3% 17 $12.4M
Bradley Foster & Sargent Inc. 0.19% Add +112.5% 17 $12.4M
NewEdge Advisors, LLC 0.06% Add +13.3% 17 $12.4M
King Luther Capital Management Corp. 0.05% No change 17 $12.4M
Citigroup Inc. 0.01% No change 17 $12.4M
Deutsche Bank AG 0.00% No change 17 $12.4M
Keystone Financial Group 1.10% No change 17 $12.1M
Dover Advisors, LLC 5.13% No change 16 $11.7M
Essex Bank 2.78% No change 16 $11.7M
K.J. Harrison & Partners Inc 1.93% No change 16 $11.7M
First National Advisers, LLC 1.71% No change 16 $11.7M
Calydon Capital 1.14% Add +100.0% 16 $11.7M
J.W. Cole Advisors, Inc. 0.25% Add +6.7% 16 $11.7M
Midwest Trust Co 0.16% — 16 $11.7M
Oppenheimer & Co. Inc. 0.15% Reduce -5.9% 16 $11.7M
Commerce Bank 0.07% Reduce -5.9% 16 $11.7M
Fiduciary Counselling Inc. 30.91% No change 15 $10.9M
CPA Asset Management Group, LLC 4.60% No change 15 $10.9M
Global Financial Private Client, LLC 4.10% No change 15 $10.9M
Cambridge Advisors Inc. 2.29% No change 15 $10.9M
Destiny Wealth Partners, LLC 1.47% No change 15 $10.9M
Rossmore Private Capital 1.28% No change 15 $10.9M
Carret Asset Management, LLC 1.17% No change 15 $10.9M
Grandfield & Dodd, LLC 0.64% Reduce -11.8% 15 $10.9M
Obermeyer Wealth Partners 0.54% Reduce -21.1% 15 $10.9M
Carnegie Investment Counsel 0.22% Reduce -28.6% 15 $10.9M
Rathbones Group PLC 0.05% Add +7.1% 15 $10.9M
Connor, Clark & Lunn Investment Management Ltd. 0.04% No change 15 $10.9M
Swedbank AB 0.01% Reduce -25.0% 15 $10.9M
Garrison Point Advisors, LLC 4.68% No change 14 $10.2M
Northstar Asset Management Inc. 2.82% No change 14 $10.2M
Weaver Capital Management LLC 2.51% Add +16.7% 14 $10.2M
M. Kulyk & Associates, LLC 2.22% No change 14 $10.2M
Wallace Capital Management Inc. 1.39% No change 14 $10.2M
Aviance Capital Partners, LLC 1.33% No change 14 $10.2M
Traphagen Investment Advisors LLC 0.97% No change 14 $10.2M
Argent Trust Co 0.39% No change 14 $10.2M
Valeo Financial Advisors, LLC 0.25% No change 14 $10.2M
Composition Wealth, LLC 0.17% No change 14 $10.2M
Mather Group, Llc. 0.11% No change 14 $10.2M
Cortland Associates Inc. 1.19% No change 14 $10.2M
Phoenix Financial Ltd. 0.13% New 13 $9.8M
Weik Capital Management 3.75% No change 13 $9.5M
Moseley Investment Management Inc. 3.26% No change 13 $9.5M
Rubicon Global Capital Ltd 1.50% No change 13 $9.5M
Baker Ellis Asset Management LLC 1.30% No change 13 $9.5M
Griffin Asset Management, Inc. 1.12% No change 13 $9.5M
LGT Fund Management Co Ltd. 0.83% No change 13 $9.5M
Transcend Capital Advisors, LLC 0.74% Add +8.3% 13 $9.5M
WealthPlan Investment Management, LLC 0.69% No change 13 $9.5M
Keel Point, LLC 0.63% Add +8.3% 13 $9.5M
LMCG Investments, LLC 0.59% No change 13 $9.5M
Spinnaker Trust 0.57% No change 13 $9.5M
Howland Capital Management LLC 0.39% Reduce -7.1% 13 $9.5M
First Horizon Advisors, Inc. 0.25% Add +550.0% 13 $9.5M
Yacktman Asset Management 0.13% Reduce -7.1% 13 $9.5M
DF Dent & Co. Inc. 0.12% No change 13 $9.5M
CW Advisors, LLC 0.09% Add +18.2% 13 $9.5M
Aviva PLC 0.02% Reduce -7.1% 13 $9.5M
Pacifica Capital Investments, LLC 2.79% No change 13 $9.5M
Ingalls & Snyder LLC 0.34% No change 13 $9.5M
Financial Engines Advisors L.L.C. 0.02% Add +1200.0% 13 $9.5M
Mutual Advisors, LLC 0.24% Add +8.3% 13 $9.4M
Scotia Capital Inc. 0.04% Add +9.1% 12 $8.7M
Sierra Capital LLC 1.01% No change 12 $8.7M
Flow Traders U.S. LLC 0.32% New 12 $8.7M
Pangea Capital Gestao de Recursos Ltda. 7.83% No change 12 $8.7M
Virginia Wealth Management Group, Inc. 5.32% No change 12 $8.7M
Prairie Sky Financial Group LLC 4.81% No change 12 $8.7M
Oldfather Financial Services, LLC 3.01% No change 12 $8.7M
Pecaut & Co. 2.91% No change 12 $8.7M
Cornell Pochily Investment Advisors, Inc. 2.86% No change 12 $8.7M
Strata Wealth Advisors, LLC 2.41% No change 12 $8.7M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.86% No change 12 $8.7M
Smith Chas P & Associates Pa Cpas 0.49% Reduce -7.7% 12 $8.7M
Compass Capital Management, Inc. 0.47% No change 12 $8.7M
Citizens Financial Group Inc. 0.14% No change 12 $8.7M
&partners 0.07% Add +9.1% 12 $8.7M
Bahl & Gaynor LLC 0.04% No change 12 $8.7M
Wealthspire Advisors, LLC 0.05% Reduce -7.7% 12 $8.4M
Schulhoff & Co. Inc. 3.56% No change 11 $8.0M
Puzo Michael J 2.28% No change 11 $8.0M
Aire Advisors, LLC 1.55% No change 11 $8.0M
Cornerstone Management, Inc. 1.39% No change 11 $8.0M
Kavar Capital Partners Group, LLC 1.15% No change 11 $8.0M
Parkside Financial Bank & Trust 0.86% No change 11 $8.0M
GC Wealth Management RIA, LLC 0.66% Add +83.3% 11 $8.0M
Nations Financial Group Inc, /Ia/ 0.55% No change 11 $8.0M
Montag A & Associates Inc. 0.39% No change 11 $8.0M
Giverny Capital 0.27% No change 11 $8.0M
Arkadios Wealth Advisors 0.24% No change 11 $8.0M
Ritholtz Wealth Management 0.18% No change 11 $8.0M
Evercore Wealth Management, LLC 0.12% No change 11 $8.0M
Sterling Capital Management LLC 0.11% No change 11 $8.0M
Huntington National Bank 0.07% No change 11 $8.0M
Envestnet Asset Management Inc. 0.00% Reduce -8.3% 11 $8.0M
Jupiter Wealth Management LLC 3.97% No change 11 $7.9M
Bridgewater Advisors Inc. 0.60% Reduce -8.3% 11 $7.9M
Sutton Place Investors LLC 4.39% No change 10 $7.3M
Enterprise Financial Services Corp 3.89% No change 10 $7.3M
Causey Wealth LLC 3.75% No change 10 $7.3M
Sunpointe, LLC 2.89% No change 10 $7.3M
Naman Capital Ltda 2.37% No change 10 $7.3M
Oliver Luxxe Assets LLC 1.30% No change 10 $7.3M
Trifecta Capital Advisors, LLC 1.21% New 10 $7.3M
LM Advisors LLC 0.94% No change 10 $7.3M
Barton Investment Management 0.76% No change 10 $7.3M
Wescott Financial Advisory Group, LLC 0.70% No change 10 $7.3M
Courier Capital LLC 0.44% No change 10 $7.3M
Cidel Asset Management Inc. 0.44% No change 10 $7.3M
Salem Investment Counselors Inc. 0.23% No change 10 $7.3M
Cassaday & Co Wealth Management LLC 0.18% No change 10 $7.3M
Badgley Phelps Wealth Managers, LLC 0.16% No change 10 $7.3M
Ferguson Wellman Capital Management, Inc. 0.13% No change 10 $7.3M
Glenview Trust Co 0.13% No change 10 $7.3M
Brookstone Capital Management 0.10% No change 10 $7.3M
Rwa Wealth Partners, LLC 0.09% No change 10 $7.3M
Allen Investment Management, LLC 0.08% No change 10 $7.3M
London Co. of Virginia 0.04% No change 10 $7.3M
Cibc World Market Inc. 0.02% No change 10 $7.3M
Invesco Ltd. 0.00% Add +25.0% 10 $7.3M
Apella Capital, LLC 0.19% Add +233.3% 10 $7.2M
Beacon Pointe Advisors, LLC 0.07% Add +11.1% 10 $7.0M
Country Club Bank 0.41% No change 9 $6.6M
Absolute Capital Management, LLC 3.30% Add +12.5% 9 $6.6M
Benchmark Wealth Management, LLC 2.91% No change 9 $6.6M
Walter & Keenan Wealth Management LLC /in/ 1.91% No change 9 $6.6M
Channel Wealth LLC 1.85% No change 9 $6.6M
Factor Wealth Management LTD 1.80% No change 9 $6.6M
Weil Company, Inc. 1.73% No change 9 $6.6M
Manchester Capital Management LLC 0.86% No change 9 $6.6M
Fort Point Capital Partners LLC 0.66% No change 9 $6.6M
Insigneo Advisory Services, LLC 0.56% No change 9 $6.6M
Van Hulzen Asset Management, LLC 0.55% No change 9 $6.6M
Mogy Joel R Investment Counsel Inc. 0.38% No change 9 $6.6M
Venture Visionary Partners LLC 0.25% Reduce -18.2% 9 $6.6M
AlTi Global, Inc. 0.16% No change 9 $6.6M
World Investment Advisors 0.15% No change 9 $6.6M
Summit Trail Advisors, LLC 0.11% New 9 $6.6M
SCS Capital Management LLC 0.07% No change 9 $6.6M
Steward Partners Investment Advisory, LLC 0.05% Add +12.5% 9 $6.6M
Savant Capital, LLC 0.05% No change 9 $6.6M
Gotham Asset Management 0.04% No change 9 $6.6M
Chevy Chase Trust Holdings, LLC 0.02% Add +80.0% 9 $6.6M
Point72 Asset Management 0.02% New 9 $6.6M
JTC Employer Solutions Trustee Ltd 0.63% No change 9 $6.6M
Castlekeep Investment Advisors LLC 2.85% No change 8 $5.8M
Sittner & Nelson, LLC 2.35% No change 8 $5.8M
TigerOak Management, L.L.C. 2.00% No change 8 $5.8M
Montis Financial, LLC 1.62% No change 8 $5.8M
Louisbourg Investments Inc. 1.37% No change 8 $5.8M
Balboa Wealth Partners 1.17% No change 8 $5.8M
Caldwell Trust Co 0.58% No change 8 $5.8M
1900 Wealth Management LLC 0.44% No change 8 $5.8M
Beese Fulmer Investment Management, Inc. 0.43% No change 8 $5.8M
Essex Financial Services, Inc. 0.38% No change 8 $5.8M
Capstone Financial Advisors, Inc. 0.34% No change 8 $5.8M
Equitable Trust Co. 0.29% No change 8 $5.8M
Aspiriant, LLC 0.19% No change 8 $5.8M
Wealthcare Advisory Partners LLC 0.13% Reduce -11.1% 8 $5.8M
Curi Capital, LLC 0.11% Add +14.3% 8 $5.8M
Prospera Financial Services Inc 0.11% Add +14.3% 8 $5.8M
Capital Advisors Inc. 0.10% No change 8 $5.8M
Integrated Wealth Concepts LLC 0.06% No change 8 $5.8M
Schonfeld Strategic Advisors LLC 0.04% Add +700.0% 8 $5.8M
Jane Street Group, LLC 0.01% Add +300.0% 8 $5.8M
Barclays PLC 0.00% No change 8 $5.8M
South Dakota Investment Council 0.11% No change 8 $5.8M
BI Asset Management Fondsmaeglerselskab A/S 0.06% No change 8 $5.8M
Arkfeld Wealth Strategies, L.L.C. 2.26% No change 8 $5.7M
NewEdge Wealth, LLC 0.09% No change 8 $5.6M
TD Waterhouse Canada Inc. 0.04% No change 7 $5.1M
Erste Asset Management GmbH 0.04% Add +133.3% 7 $5.1M
Beddow Capital Management Inc. 2.09% Reduce -12.5% 7 $5.1M
Durante & Waters, LLC 4.01% No change 7 $5.1M
Bradyco, Inc. 3.74% No change 7 $5.1M
Security National Bank of Sioux City Iowa 3.58% No change 7 $5.1M
Sterling Investment Management, LLC 3.38% No change 7 $5.1M
Bright Financial Advisors, Inc. 2.83% Add +75.0% 7 $5.1M
Intelligent Financial Strategies 2.71% No change 7 $5.1M
Iowa State Bank 1.02% No change 7 $5.1M
SOA Wealth Advisors, LLC. 0.93% No change 7 $5.1M
Mraz, Amerine & Associates, Inc. 0.82% No change 7 $5.1M
Dimension Capital Management LLC 0.80% No change 7 $5.1M
Alpine Bank Wealth Management 0.77% No change 7 $5.1M
Bedel Financial Consulting, Inc. 0.70% No change 7 $5.1M
Graves Light Lenhart Wealth, Inc. 0.61% No change 7 $5.1M
Southeast Asset Advisors, LLC 0.61% No change 7 $5.1M
Parthenon LLC 0.58% No change 7 $5.1M
Allen Capital Group, LLC 0.53% No change 7 $5.1M
Northside Capital Management, LLC 0.39% Add +16.7% 7 $5.1M
Guyasuta Investment Advisors Inc. 0.31% No change 7 $5.1M
Clarius Group, LLC 0.30% No change 7 $5.1M
Klingenstein Fields & Co. LP 0.20% Reduce -22.2% 7 $5.1M
Bragg Financial Advisors, Inc 0.18% No change 7 $5.1M
Robertson Stephens Wealth Management, LLC 0.18% No change 7 $5.1M
Independent Advisor Alliance 0.15% No change 7 $5.1M
Nicholas Hoffman & Company, LLC. 0.13% No change 7 $5.1M
Parallel Advisors, LLC 0.10% No change 7 $5.1M
Old National Bancorp 0.09% Reduce -41.7% 7 $5.1M
Tocqueville Asset Management L.P. 0.08% No change 7 $5.1M
Stephens Inc. 0.07% No change 7 $5.1M
Johnson Investment Counsel Inc. 0.05% No change 7 $5.1M
Avantax Advisory Services, Inc. 0.03% No change 7 $5.1M
Lido Advisors, LLC 0.03% Reduce -12.5% 7 $5.1M
Manufacturers Life Insurance Company, The 0.00% New 7 $5.1M
Murphy, Middleton, Hinkle & Parker, Inc. 2.68% No change 6 $4.8M
Beaton Management Co. Inc. 2.14% No change 6 $4.4M
Birinyi Associates Inc. 1.28% No change 6 $4.4M
Hunter Perkins Capital Management, LLC 1.04% No change 6 $4.4M
Windsor Advisory Group, LLC 6.21% No change 6 $4.4M
Epacria Capital Partners, LLC 3.67% No change 6 $4.4M
Courant Investment Management LLC 3.54% No change 6 $4.4M
Allie Family Office LLC 2.17% Add +20.0% 6 $4.4M
KP Management LLC 1.77% No change 6 $4.4M
Canopy Partners, LLC 1.60% No change 6 $4.4M
Pine Harbor Wealth Management, LLC 1.54% No change 6 $4.4M
Whitegate Investment Counselors, Inc. 1.48% No change 6 $4.4M
Cadent Capital Advisors, LLC 1.43% No change 6 $4.4M
Roberts Glore & Co. Inc. 1.28% No change 6 $4.4M
IFC Advisors LLC 0.82% No change 6 $4.4M
Northstar Group, Inc. 0.71% Reduce -14.3% 6 $4.4M
Cascade Financial Partners, LLC 0.53% No change 6 $4.4M
Avenir Corp. 0.45% No change 6 $4.4M
First Business Financial Services, Inc. 0.39% No change 6 $4.4M
Cardiff Park Advisors, LLC 0.38% No change 6 $4.4M
Coastal Bridge Advisors, LLC 0.36% No change 6 $4.4M
North Star Investment Management Corp. 0.30% Add +50.0% 6 $4.4M
Patriot Investment Management Group, Inc. 0.30% No change 6 $4.4M
Sage Mountain Advisors LLC 0.28% No change 6 $4.4M
Principle Wealth Partners LLC 0.27% Reduce -14.3% 6 $4.4M
Blackhill Capital Inc. 0.25% No change 6 $4.4M
McKinley Carter Wealth Services, Inc. 0.24% Add +20.0% 6 $4.4M
Goelzer Investment Management, Inc. 0.24% No change 6 $4.4M
HighPoint Advisor Group LLC 0.23% No change 6 $4.4M
Gladstone Institutional Advisory LLC 0.18% Add +20.0% 6 $4.4M
Daymark Wealth Partners, LLC 0.17% No change 6 $4.4M
ZWJ Investment Counsel Inc. 0.16% No change 6 $4.4M
WASHINGTON TRUST Co 0.15% No change 6 $4.4M
Ameritas Investment Partners, Inc. 0.14% No change 6 $4.4M
Atlantic Union Bankshares Corp 0.10% New 6 $4.4M
Clarkston Capital Partners, LLC 0.09% No change 6 $4.4M
Westwood Holdings Group Inc. 0.03% No change 6 $4.4M
Townsend & Associates, Inc 0.43% No change 6 $4.4M
Nwam LLC 0.25% No change 6 $4.3M
Wedmont Private Capital 0.18% No change 6 $4.3M
BNP Paribas 0.12% No change 5 $3.7M
RMR Capital Management, LLC 2.60% No change 5 $3.6M
English Capital Management LLC 2.41% No change 5 $3.6M
Avondale Wealth Management 2.04% Reduce -16.7% 5 $3.6M
Dixon Fnancial Services, Inc. 1.84% No change 5 $3.6M
Lumbard & Kellner, LLC 1.59% No change 5 $3.6M
First International Bank & Trust 1.27% Add +66.7% 5 $3.6M
Bond & Devick Financial Network, Inc. 1.21% No change 5 $3.6M
Valley Forge Investment Consultants Inc. Adv 1.17% No change 5 $3.6M
Total Clarity Wealth Management, Inc. 1.04% No change 5 $3.6M
Twelve Points Wealth Management LLC 0.98% No change 5 $3.6M
Hilltop National Bank 0.95% — 5 $3.6M
Brooklyn FI, LLC 0.93% New 5 $3.6M
Addison Advisors LLC 0.91% No change 5 $3.6M
one8zero8, LLC 0.86% No change 5 $3.6M
Blankinship & Foster, LLC 0.85% No change 5 $3.6M
Oak Grove Capital LLC 0.84% No change 5 $3.6M
Schwarz Dygos Wheeler Investment Advisors LLC 0.83% No change 5 $3.6M
First National Bank & Trust Co. of Newtown 0.73% No change 5 $3.6M
Citizens National Bank Trust Department 0.73% No change 5 $3.6M
Delta Investment Management, LLC 0.70% No change 5 $3.6M
Peak Asset Management, LLC 0.67% No change 5 $3.6M
Topsail Wealth Management, LLC 0.67% Add +25.0% 5 $3.6M
Summit Asset Management, LLC 0.59% No change 5 $3.6M
Rbo & Co. LLC 0.58% No change 5 $3.6M
Tarbox Family Office, Inc. 0.55% No change 5 $3.6M
TFC Financial Management, Inc. 0.50% No change 5 $3.6M
Goldstein Advisors, LLC 0.49% No change 5 $3.6M
St. Louis Trust Co 0.49% No change 5 $3.6M
Gryphon Financial Partners LLC 0.48% Reduce -28.6% 5 $3.6M
Aprio Wealth Management, LLC 0.41% Reduce -37.5% 5 $3.6M
MV Capital Management, Inc. 0.37% No change 5 $3.6M
Aaron Wealth Advisors LLC 0.37% No change 5 $3.6M
Richard C. Young & CO., LTD. 0.36% No change 5 $3.6M
Amplius Wealth Advisors, LLC 0.34% No change 5 $3.6M
Verity & Verity, LLC 0.31% No change 5 $3.6M
Washington Trust Advisors, Inc. 0.30% No change 5 $3.6M
Narwhal Capital Management 0.29% No change 5 $3.6M
Kingswood Wealth Advisors, LLC 0.29% No change 5 $3.6M
NBT Bank, N.A. 0.25% No change 5 $3.6M
Angeles Wealth Management, LLC 0.25% No change 5 $3.6M
Jacobi Capital Management LLC 0.24% No change 5 $3.6M
Aureus Asset Management, LLC 0.23% No change 5 $3.6M
Pine Ridge Advisers LLC 0.23% No change 5 $3.6M
Hills Bank & Trust Co 0.23% No change 5 $3.6M
Main Street Research LLC 0.23% Reduce -28.6% 5 $3.6M
Osterweis Capital Management Inc. 0.23% No change 5 $3.6M
Elm Partners Management LLC 0.21% New 5 $3.6M
Integrity Alliance, Llc. 0.20% Reduce -16.7% 5 $3.6M
EverSource Wealth Advisors, LLC 0.16% No change 5 $3.6M
CWA Asset Management Group, LLC 0.15% Reduce -16.7% 5 $3.6M
Joel Isaacson & Co., LLC 0.15% Add +25.0% 5 $3.6M
First Foundation Advisors 0.14% Reduce -16.7% 5 $3.6M
Avior Wealth Management, LLC 0.13% No change 5 $3.6M
Callan Family Office, LLC 0.12% Reduce -16.7% 5 $3.6M
Ballentine Partners, LLC 0.05% Reduce -37.5% 5 $3.6M
Kestra Private Wealth Services, LLC 0.05% Add +25.0% 5 $3.6M
Confluence Investment Management LLC 0.05% No change 5 $3.6M
Benjamin Edwards Inc. 0.05% No change 5 $3.6M
Atria Investments, Inc 0.04% No change 5 $3.6M
Merit Financial Group, LLC 0.04% No change 5 $3.6M
Mairs & Power Inc. 0.04% Reduce -16.7% 5 $3.6M
United Capital Financial Advisors, LLC 0.03% No change 5 $3.6M
Fiera Capital Corp 0.01% No change 5 $3.6M
Bank of Nova Scotia 0.01% No change 5 $3.6M
Barlow Wealth Partners, LLC 0.43% No change 5 $3.6M
Fullcircle Wealth LLC 1.29% No change 5 $3.5M
Aegis Wealth Management LLC 1.91% No change 4 $3.2M
Kennon-Green & Company, LLC 2.35% No change 4 $2.9M
Jones Financial Companies LLLP 0.00% Add +33.3% 4 $2.9M
Sage Investment Counsel LLC 3.38% No change 4 $2.9M
Muirfield Wealth Advisors LLC 2.32% No change 4 $2.9M
Black Diamond Capital Management, L.L.C. 1.70% No change 4 $2.9M
Fogel Capital Management, Inc. 1.55% No change 4 $2.9M
Ridgecrest Wealth Partners, LLC 1.54% No change 4 $2.9M
Advantage Trust Co 1.44% New 4 $2.9M
Fortress Wealth Management, Inc. 1.41% No change 4 $2.9M
NINE MASTS CAPITAL Ltd 1.21% Reduce -75.0% 4 $2.9M
Bourne Lent Asset Management Inc. 1.13% No change 4 $2.9M
Cambridge Financial Group, LLC 1.09% No change 4 $2.9M
Court Place Advisors, LLC 0.92% No change 4 $2.9M
Meridian Investment Counsel Inc. 0.79% No change 4 $2.9M
DeDora Capital, Inc. 0.76% Add +33.3% 4 $2.9M
3Chopt Investment Partners, LLC 0.70% No change 4 $2.9M
First National Corp. /Ma/ 0.59% No change 4 $2.9M
Turim 21 Investimentos Ltda. 0.57% No change 4 $2.9M
Gibraltar Capital Management, Inc. 0.57% No change 4 $2.9M
Manitou Investment Management Ltd. 0.55% No change 4 $2.9M
Mitchell McLeod Pugh & Williams Inc. 0.54% No change 4 $2.9M
Pettyjohn, Wood & White, Inc. 0.52% No change 4 $2.9M
Heritage Investment Group, Inc. 0.50% No change 4 $2.9M
Canal Capital Management, LLC 0.46% No change 4 $2.9M
CFO4Life Group, LLC 0.46% No change 4 $2.9M
Foundation Resource Management Inc. 0.45% No change 4 $2.9M
Capital Planning Advisors, LLC 0.43% No change 4 $2.9M
Inscription Capital, LLC 0.42% No change 4 $2.9M
CHICAGO TRUST Co NA 0.42% No change 4 $2.9M
Occidental Asset Management, LLC 0.40% No change 4 $2.9M
Hendershot Investments Inc. 0.39% No change 4 $2.9M
Marietta Wealth Management, LLC 0.38% No change 4 $2.9M
Baxter Bros Inc. 0.36% No change 4 $2.9M
Curated Wealth Partners LLC 0.34% No change 4 $2.9M
Heritage Trust Co 0.34% No change 6 $2.9M
Coastline Trust Co 0.33% No change 4 $2.9M
Institute for Wealth Management, LLC. 0.33% No change 4 $2.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.32% No change 4 $2.9M
MASTERINVEST Kapitalanlage GmbH 0.31% — 4 $2.9M
American National Bank & Trust 0.30% Reduce -20.0% 4 $2.9M
Nadler Financial Group, Inc. 0.30% No change 4 $2.9M
FourThought Financial Partners, LLC 0.29% No change 4 $2.9M
Johnson Financial Group, LLC 0.28% No change 4 $2.9M
Kwmg, LLC 0.27% No change 4 $2.9M
Summit Financial Strategies, Inc. 0.27% No change 4 $2.9M
Callahan Advisors, LLC 0.26% No change 4 $2.9M
BTC Capital Management, Inc. 0.24% Add +33.3% 4 $2.9M
Schaper Benz & Wise Investment Counsel Inc. 0.22% Reduce -20.0% 4 $2.9M
Sfmg, LLC 0.22% No change 4 $2.9M
CORDA Investment Management, LLC. 0.21% No change 4 $2.9M
Prosperity Consulting Group, LLC 0.21% No change 4 $2.9M
Woodmont Investment Counsel LLC 0.19% No change 4 $2.9M
First Interstate Bank 0.17% No change 4 $2.9M
Spire Wealth Management 0.10% No change 4 $2.9M
Palisade Capital Management, LP 0.09% No change 4 $2.9M
Becker Capital Management Inc. 0.09% No change 4 $2.9M
Evergreen Capital Management LLC 0.09% Add +300.0% 4 $2.9M
Snowden Capital Advisors LLC 0.09% No change 4 $2.9M
Wesbanco Bank Inc. 0.09% No change 4 $2.9M
Cary Street Partners Financial LLC 0.08% No change 4 $2.9M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.08% No change 4 $2.9M
CreativeOne Wealth, LLC 0.08% No change 4 $2.9M
Evoke Wealth, LLC 0.07% No change 4 $2.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.07% No change 4 $2.9M
Atria Wealth Solutions, Inc. 0.07% Reduce -42.9% 4 $2.9M
Sagespring Wealth Partners, LLC 0.06% No change 4 $2.9M
Donor Advised Charitable Giving, Inc. 0.06% No change 4 $2.9M
Crawford Investment Counsel Inc. 0.05% No change 4 $2.9M
Pinnacle Associates Ltd. 0.04% No change 4 $2.9M
Advisors Capital Management, LLC 0.04% No change 4 $2.9M
Focus Partners Advisor Solutions, LLC 0.04% No change 4 $2.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 4 $2.9M
O'shaughnessy Asset Management, LLC 0.02% No change 4 $2.9M
Flossbach Von Storch SE 0.01% No change 4 $2.9M
Aristotle Capital Management, LLC 0.01% No change 4 $2.9M
1832 Asset Management L.P. 0.01% No change 4 $2.9M
Prudential Financial Inc. 0.00% New 4 $2.9M
AQR Capital Management 0.00% Reduce -84.0% 4 $2.9M
Dodge & Cox 0.00% No change 4 $2.9M
Dimensional Fund Advisors LP 0.00% No change 4 $2.9M
University of Maryland Foundation, Inc. 17.60% No change 4 $2.9M
Ulland Investment Advisors, LLC 2.39% No change 4 $2.9M
Santa Monica Partners LP 1.70% No change 4 $2.9M
Mitsubishi UFJ Asset Management (UK) Ltd. 1.52% No change 4 $2.9M
RK Asset Management, LLC 2.81% No change 4 $2.9M
Financial Management Network Inc. 0.52% No change 4 $2.9M
NorthCrest Asset Manangement, LLC 0.08% No change 4 $2.9M
Canvas Wealth Advisors, LLC 0.57% No change 4 $2.9M
DekaBank Deutsche Girozentrale 0.01% Add +100.0% 4 $2.9M
LGL Partners, LLC 1.24% No change 4 $2.8M
Vista Capital Partners, Inc. 0.29% Reduce -11.7% 5,453 $2.6M
Thrivent Financial for Lutherans 0.00% No change 3 $2.2M
Davis Wealth Advisors, LLC 2.32% No change 3 $2.2M
Broyhill Asset Management, LLC 1.99% No change 3 $2.2M
RoundAngle Advisors LLC 1.83% No change 3 $2.2M
Hoese & Co LLP 1.76% No change 3 $2.2M
American Alpha Advisors, LLC 1.76% No change 3 $2.2M
Morey & Quinn Wealth Partners, LLC 1.75% No change 3 $2.2M
Exchange Bank 1.73% No change 3 $2.2M
Holcombe Financial, Inc. 1.65% No change 3 $2.2M
Royal Capital Wealth Management, LLC 1.45% No change 3 $2.2M
Fortitude Advisory Group L.L.C. 1.25% No change 3 $2.2M
Maltin Wealth Management, Inc. 0.98% No change 3 $2.2M
Limestone Investment Advisors LP 0.98% — 3 $2.2M
Spectrum Asset Management, Inc. (NB/CA) 0.95% No change 3 $2.2M
Silver Lake Advisory, LLC 0.93% No change 3 $2.2M
Kings Path Partners LLC 0.88% No change 3 $2.2M
Montgomery Investment Management Inc. 0.85% No change 3 $2.2M
Crown Wealth Group, LLC 0.82% New 3 $2.2M
Wealth Advisors of Iowa, LLC 0.82% No change 3 $2.2M
Waterford Advisors, LLC 0.81% Add +26483100.0% 529,664 $2.2M
East Coast Asset Management, LLC. 0.73% No change 3 $2.2M
Childress Capital Advisors, LLC 0.55% No change 3 $2.2M
Bank of New Hampshire 0.54% No change 3 $2.2M
Cypress Point Wealth Management, LLC 0.53% No change 3 $2.2M
HFR Wealth Management, LLC 0.53% No change 3 $2.2M
Atlas Legacy Advisors, LLC 0.48% No change 3 $2.2M
Beverly Hills Private Wealth, LLC 0.41% No change 3 $2.2M
Fourpath Capital Management, LLC 0.34% No change 3 $2.2M
Schneider Downs Wealth Management Advisors, LP 0.33% No change 3 $2.2M
Live Oak Private Wealth LLC 0.33% No change 3 $2.2M
Fort Sheridan Advisors LLC 0.31% No change 3 $2.2M
Philip James Wealth Mangement, LLC 0.29% No change 3 $2.2M
Archford Capital Strategies, LLC 0.28% New 3 $2.2M
Atlas Capital Advisors Inc. 0.27% No change 3 $2.2M
Middleton & Co. Inc. 0.25% No change 3 $2.2M
Webster Bank, N. A. 0.23% No change 3 $2.2M
Suncoast Equity Management 0.22% No change 3 $2.2M
JNBA Financial Advisors 0.21% No change 3 $2.2M
Knollwood Investment Advisory, LLC 0.21% No change 3 $2.2M
Marks Group Wealth Management, Inc 0.20% No change 3 $2.2M
Intrust Bank NA 0.19% Reduce -40.0% 3 $2.2M
Atom Investors LP 0.19% No change 3 $2.2M
TCV Trust & Wealth Management, Inc. 0.19% Add +50.0% 3 $2.2M
Edgemoor Investment Advisors, Inc. 0.19% No change 3 $2.2M
XML Financial, LLC 0.19% No change 3 $2.2M
Kanawha Capital Management LLC 0.16% No change 3 $2.2M
FAS Wealth Partners, Inc. 0.16% No change 3 $2.2M
Howe & Rusling Inc. 0.16% No change 3 $2.2M
Icon Wealth Advisors, LLC 0.16% Add +200.0% 3 $2.2M
Cantor Fitzgerald Investment Advisors L.P. 0.15% No change 3 $2.2M
Maple Capital Management, Inc. 0.15% Reduce -50.0% 3 $2.2M
BBR Partners, LLC 0.14% Reduce -25.0% 3 $2.2M
Oxford Financial Group, LTD. LLC 0.13% Add +50.0% 3 $2.2M
Cyndeo Wealth Partners, LLC 0.13% No change 3 $2.2M
Stratos Wealth Advisors, LLC 0.12% No change 3 $2.2M
Heritage Wealth Advisors 0.10% No change 3 $2.2M
Zhang Financial LLC 0.10% No change 3 $2.2M
Arax Advisory Partners 0.10% No change 2 $2.2M
Calamos Wealth Management LLC 0.09% Add +200.0% 3 $2.2M
Sowell Financial Services LLC 0.09% No change 3 $2.2M
First Merchants Corp. 0.08% No change 3 $2.2M
Americana Partners, LLC 0.08% No change 3 $2.2M
Avantax Planning Partners, Inc. 0.07% Reduce -25.0% 3 $2.2M
Dynamic Advisor Solutions LLC 0.07% No change 3 $2.2M
Associated Banc-Corp 0.06% No change 3 $2.2M
Boston Common Asset Management, LLC 0.06% No change 3 $2.2M
Chicago Capital, LLC 0.05% No change 3 $2.2M
Axxcess Wealth Management, LLC 0.05% No change 3 $2.2M
Mission Wealth Management, LP 0.05% No change 3 $2.2M
Farther Finance Advisors, LLC 0.04% No change 3 $2.2M
Foundations Investment Advisors, LLC 0.03% No change 3 $2.2M
Stratos Wealth Partners, LTD. 0.03% No change 3 $2.2M
Synovus Financial Corp. 0.03% Add +50.0% 3 $2.2M
OneDigital Investment Advisors LLC 0.02% No change 3 $2.2M
Orion Porfolio Solutions, LLC 0.02% Reduce -70.0% 3 $2.2M
Boston Trust Walden Corp 0.02% No change 3 $2.2M
Edgewood Management LLC 0.01% No change 3 $2.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% No change 3 $2.2M
First Trust Advisors LP 0.00% No change 3 $2.2M
Mosaic Financial Group, LLC 1.67% No change 3 $2.2M
Navigoe, LLC 1.65% Add +200.0% 3 $2.2M
Asset Allocation & Management Company, LLC 1.02% No change 3 $2.2M
First PREMIER Bank 0.53% No change 3 $2.2M
Am Investment Strategies LLC 0.51% Reduce -40.0% 3 $2.2M
Steginsky Capital LLC 0.45% New 3 $2.2M
Sentinel Trust Co. Lba 0.24% No change 3 $2.2M
Boston Family Office LLC 0.15% No change 3 $2.2M
Reynders McVeigh Capital Management, LLC 0.11% No change 3 $2.2M
Janus Henderson Group PLC 0.00% No change 3 $2.2M
McMill Wealth Management 0.72% No change 3 $2.2M
Fidelis Capital Partners, LLC 0.19% Add +200.0% 3 $2.1M
360 Financial, Inc. 0.54% Reduce -2.5% 3,494 $1.7M
SkyOak Wealth, LLC 0.31% No change 2 $1.5M
Harvey Capital Management Inc. 0.34% No change 2 $1.5M
SkyView Investment Advisors, LLC 0.21% No change 2 $1.5M
Melone Private Wealth, LLC 0.75% No change 2 $1.5M
BCS Private Wealth Management, Inc. 0.55% — 2 $1.5M
Lathrop Investment Management Co. 0.28% No change 2 $1.5M
Resources Management Corp. /CT/ 0.20% No change 2 $1.5M
Neville Rodie & Shaw Inc. 0.11% No change 2 $1.5M
CX Institutional 0.05% New 2 $1.5M
Wiser Advisor Group LLC 2.53% No change 2 $1.5M
Clayton Financial Group LLC 1.73% No change 2 $1.5M
FinDec Wealth Services, Inc. 1.52% No change 2 $1.5M
Aldebaran Capital, LLC 1.44% No change 2 $1.5M
North Berkeley Wealth Management, LLC 1.34% No change 2 $1.5M
NorthLanding Financial Partners, LLC 1.29% No change 2 $1.5M
Alpha Advisors, LLC 1.25% No change 2 $1.5M
Rexford Capital Inc. 1.21% — 2 $1.5M
Blodgett Wealth Advisors, LLC 1.14% No change 2 $1.5M
LongView Asset Management LLC 1.10% No change 2 $1.5M
Crew Capital Management, Ltd 1.05% No change 2 $1.5M
Stonekeep Investments, LLC 0.98% No change 2 $1.5M
Financial Alternatives, Inc 0.95% No change 2 $1.5M
Twin Lakes Capital Management, LLC 0.89% No change 2 $1.5M
Stephenson & Company, Inc. 0.89% No change 2 $1.5M
Farrow Financial, Inc. 0.88% No change 2 $1.5M
Lagoda Investment Management, L.P. 0.83% No change 2 $1.5M
HRC Wealth Management, LLC 0.78% No change 2 $1.5M
Epiq Partners, LLC 0.78% No change 2 $1.5M
Orleans Capital Management Corp. 0.77% No change 2 $1.5M
Wimmer Associates 1, LLC 0.75% No change 2 $1.5M
Forte Asset Management LLC 0.74% No change 2 $1.5M
Sterneck Capital Management, LLC 0.74% No change 2 $1.5M
Chelsea Counsel Co. 0.72% No change 2 $1.5M
waypoint wealth counsel 0.72% No change 2 $1.5M
New Perspectives, Inc 0.72% No change 2 $1.5M
Sellwood Investment Partners LLC 0.70% New 2 $1.5M
Wealth Quarterback LLC 0.69% No change 2 $1.5M
Financial Avengers, Inc. 0.68% No change 2 $1.5M
Independent Family Office, LLC 0.68% No change 2 $1.5M
Bernard Wealth Management Corp. 0.68% Reduce -71.4% 2 $1.5M
Accent Capital Management, LLC 0.65% No change 2 $1.5M
Game Plan Financial Advisors, LLC 0.64% No change 2 $1.5M
Bryant Woods Investment Advisors, LLC 0.63% No change 2 $1.5M
Landmark Wealth Management, Inc. 0.62% No change 2 $1.5M
Seneca House Advisors 0.62% No change 2 $1.5M
Private Client Services, LLC 0.57% No change 2 $1.5M
Kaye Capital Management 0.56% No change 2 $1.5M
Thomas Story & Son LLC 0.56% No change 2 $1.5M
Mma Asset Management LLC 0.56% No change 2 $1.5M
Boothe Investment Group, Inc. 0.56% No change 2 $1.5M
Benson Investment Management Company, Inc. 0.55% No change 2 $1.5M
StrongBox Wealth, LLC 0.55% No change 2 $1.5M
Wealthstar Advisors, LLC 0.55% No change 2 $1.5M
Long Road Investment Counsel, LLC 0.54% No change 2 $1.5M
RBA Wealth Management, LLC 0.54% No change 2 $1.5M
Next Capital Management LLC 0.54% No change 2 $1.5M
Jackson, Grant Investment Advisers, Inc. 0.54% No change 2 $1.5M
Independent Wealth Network Inc. 0.53% No change 2 $1.5M
Omnia Family Wealth, LLC 0.53% No change 2 $1.5M
Bantamac Capital, LLC 0.52% No change 2 $1.5M
Creative Capital Management Investments LLC 0.52% No change 2 $1.5M
Cove Private Wealth, LLC 0.52% Add +100.0% 2 $1.5M
44 Wealth Management LLC 0.52% No change 2 $1.5M
Robinswood Financial LLC 0.52% No change 2 $1.5M
NWK Group, Inc. 0.51% No change 2 $1.5M
Liberty Square Wealth Partners LLC 0.50% No change 2 $1.5M
Vance Wealth, LLC 0.49% No change 2 $1.5M
Family Legacy, Inc. 0.47% No change 2 $1.5M
Regimen Wealth, LLC 0.45% No change 2 $1.5M
SRH Advisors, LLC 0.44% Reduce -71.4% 2 $1.5M
Highline Wealth Partners LLC 0.43% No change 2 $1.5M
Carr Financial Group Corp 0.43% No change 2 $1.5M
Fischer Financial Services, Inc. 0.43% No change 2 $1.5M
Snider Financial Group 0.42% No change 2 $1.5M
Bill Few Associates, Inc. 0.41% No change 2 $1.5M
Hurlow Wealth Management Group, Inc. 0.41% No change 2 $1.5M
Westmount Partners, LLC 0.40% No change 2 $1.5M
Pacific Center for Financial Services 0.40% No change 2 $1.5M
TFB Advisors LLC 0.38% No change 2 $1.5M
Monument Capital Management 0.38% No change 2 $1.5M
Venator Management LLC 0.38% No change 2 $1.5M
Cornerstone Wealth Advisors, Inc. 0.38% New 2 $1.5M
WealthBridge Capital Management, LLC 0.37% No change 2 $1.5M
Seven Springs Wealth Group, LLC 0.37% No change 2 $1.5M
Tradewinds Capital Management, LLC 0.37% No change 2 $1.5M
Triangle Securities Wealth Management 0.36% No change 2 $1.5M
Ritter Daniher Financial Advisory LLC / DE 0.36% No change 2 $1.5M
Element Pointe Advisors, LLC 0.35% Add +100.0% 2 $1.5M
Interchange Capital Partners, LLC 0.34% No change 2 $1.5M
J. W. Coons Advisors, LLC 0.33% No change 2 $1.5M
Waterfront Wealth Inc. 0.33% No change 2 $1.5M
Hamilton Wealth, LLC 0.33% No change 2 $1.5M
Okabena Investment Services Inc. 0.32% Add +100.0% 2 $1.5M
Sage Rhino Capital LLC 0.31% No change 2 $1.5M
Herold Advisors, Inc. 0.31% No change 2 $1.5M
JFG Wealth Management, LLC 0.30% No change 2 $1.5M
Harfst & Associates, Inc. 0.30% No change 2 $1.5M
Key Financial Inc 0.29% No change 2 $1.5M
Citizens Business Bank 0.28% No change 2 $1.5M
True North Advisors, LLC 0.28% No change 2 $1.5M
Wealth Alliance Advisory Group, LLC 0.28% No change 2 $1.5M
Clearstead Trust, LLC 0.28% No change 2 $1.5M
Northwest Wealth Management, LLC 0.26% No change 2 $1.5M
Fortis Capital Advisors, LLC 0.26% No change 2 $1.5M
Bellecapital International Ltd. 0.26% No change 2 $1.5M
Allied Investment Advisors, LLC 0.25% No change 2 $1.5M
Asset Management Group, Inc. 0.25% No change 2 $1.5M
Cadinha & Co. LLC 0.24% No change 2 $1.5M
Cohen Capital Management, Inc. 0.24% No change 2 $1.5M
Kelman-Lazarov, Inc. 0.24% No change 2 $1.5M
WealthPLAN Partners, LLC 0.23% No change 2 $1.5M
Capital Advantage, Inc. 0.23% New 2 $1.5M
Human Investing LLC 0.23% No change 2 $1.5M
O'Brien Wealth Partners LLC 0.23% New 2 $1.5M
Ironwood Investment Counsel, LLC 0.23% No change 2 $1.5M
Parker Investment Management, LLC 0.22% No change 2 $1.5M
CRA Financial Services, LLC 0.22% No change 2 $1.5M
First Pacific Financial 0.21% No change 2 $1.5M
Evolution Wealth Advisors, LLC 0.21% No change 2 $1.5M
Alaska Wealth Advisors, LLC 0.21% No change 2 $1.5M
CVA Family Office, LLC 0.20% No change 2 $1.5M
Premier Path Wealth Partners, LLC 0.20% No change 2 $1.5M
Fiducient Advisors LLC 0.18% No change 2 $1.5M
Portland Global Advisors LLC 0.17% No change 2 $1.5M
Sheets Smith Wealth Management 0.17% No change 2 $1.5M
Biglari Capital Corp. 0.17% No change 2 $1.5M
Octavia Wealth Advisors, LLC 0.17% No change 2 $1.5M
LVW Advisors, LLC 0.16% No change 2 $1.5M
Schwerin Boyle Capital Management Inc. 0.16% No change 2 $1.5M
Cutler Investment Counsel LLC 0.16% No change 2 $1.5M
Harbour Trust & Investment Management Co 0.16% No change 2 $1.5M
Trust Co. of Toledo NA 0.16% No change 2 $1.5M
Wealth Architects, LLC 0.15% No change 2 $1.5M
CapWealth Advisors, LLC 0.14% No change 2 $1.5M
Quent Capital, LLC 0.14% No change 2 $1.5M
Fiduciary Group, LLC 0.14% Reduce -50.0% 2 $1.5M
Canandaigua National Bank & Trust Co. 0.14% No change 2 $1.5M
Brandywine Oak Private Wealth LLC 0.14% No change 2 $1.5M
Harbor Investment Advisory, LLC 0.13% No change 2 $1.5M
Rockwood Wealth Management, LLC 0.13% Reduce -33.3% 2 $1.5M
Condor Capital Management 0.13% No change 2 $1.5M
Penobscot Investment Management Company, Inc. 0.12% No change 2 $1.5M
RVW Wealth, LLC 0.12% No change 2 $1.5M
Vicus Capital 0.12% Reduce -33.3% 2 $1.5M
Capital Investment Advisory Services, LLC 0.12% No change 2 $1.5M
Cardinal Point Capital Management ULC 0.12% No change 2 $1.5M
ProVise Management Group, LLC 0.12% No change 2 $1.5M
Lee Danner & Bass Inc. 0.11% No change 2 $1.5M
Kathmere Capital Management, LLC 0.11% No change 2 $1.5M
KMG Fiduciary Partners, LLC 0.11% No change 2 $1.5M
Sound View Wealth Advisors Group, LLC 0.11% No change 2 $1.5M
Asset Dedication, LLC 0.11% No change 2 $1.5M
Mountain Pacific Investment Advisers LLC 0.11% No change 2 $1.5M
TCI Wealth Advisors, Inc. 0.10% Add +100.0% 2 $1.5M
Thomasville National Bank 0.10% No change 2 $1.5M
Roundview Capital LLC 0.10% No change 2 $1.5M
Meritage Portfolio Management 0.09% Reduce -50.0% 2 $1.5M
Rothschild Investment LLC 0.09% No change 2 $1.5M
Evanson Asset Management, LLC 0.09% No change 2 $1.5M
UNIVEST FINANCIAL Corp 0.09% No change 2 $1.5M
Graypoint LLC 0.08% No change 2 $1.5M
Bryn Mawr Trust Advisors, LLC 0.08% No change 2 $1.5M
SVB Wealth LLC 0.08% Reduce -87.5% 2 $1.5M
Garde Capital, Inc. 0.08% Add +100.0% 2 $1.5M
GM Advisory Group, LLC 0.07% No change 2 $1.5M
Berkshire Asset Management LLC 0.07% No change 2 $1.5M
First Western Trust Bank 0.07% No change 2 $1.5M
GHP Investment Advisors, Inc. 0.06% No change 2 $1.5M
SouthState Bank Corp 0.06% No change 2 $1.5M
Waldron Private Wealth LLC 0.06% No change 2 $1.5M
Hirtle & Co., LLC 0.06% No change 2 $1.5M
Belpointe Asset Management LLC 0.06% No change 2 $1.5M
Larson Financial Group LLC 0.06% No change 2 $1.5M
SteelPeak Wealth, LLC 0.06% No change 2 $1.5M
Azimuth Capital Investment Management LLC 0.05% Reduce -33.3% 2 $1.5M
F/m Investments LLC 0.05% No change 2 $1.5M
Quadrant Capital Group LLC 0.05% No change 2 $1.5M
Ashton Thomas Private Wealth, LLC 0.05% No change 2 $1.5M
HUB Investment Partners, LLC 0.05% No change 2 $1.5M
Plancorp, LLC 0.05% No change 2 $1.5M
Freestone Capital Holdings, LLC 0.05% No change 2 $1.5M
Burney Co./ 0.05% No change 2 $1.5M
Florida Trust Wealth Management Co 0.04% Reduce -33.3% 2 $1.5M
Scharf Investments, LLC 0.04% No change 2 $1.5M
Independent Financial Group, LLC 0.04% No change 2 $1.5M
CENTRAL TRUST Co 0.03% No change 2 $1.5M
Diversified Trust Co. 0.03% No change 2 $1.5M
Forvis Mazars Wealth Advisors, LLC 0.03% No change 2 $1.5M
Hancock Whitney Corp. 0.03% New 2 $1.5M
Flputnam Investment Management Co. 0.03% No change 2 $1.5M
Forum Financial Management, LP 0.02% No change 2 $1.5M
Meitav Investment House Ltd. 0.02% No change 2 $1.5M
Blue Trust, Inc. 0.02% No change 2 $1.5M
Vanguard Personalized Indexing Management, LLC 0.02% Add +100.0% 2 $1.5M
AE Wealth Management LLC 0.01% No change 2 $1.5M
JARISLOWSKY, FRASER Ltd 0.01% No change 2 $1.5M
Nomura Asset Management Co. Ltd. 0.00% No change 2 $1.5M
Fisher Asset Management 0.00% No change 2 $1.5M
Ogorek Anthony Joseph /NY/ 0.45% No change 2 $1.5M
Lester Murray Antman dba SimplyRich 0.41% No change 2 $1.5M
Natural Investments, LLC 0.38% No change 2 $1.5M
Valley National Advisers Inc. 0.24% No change 2 $1.5M
PrairieView Partners, LLC 0.14% Reduce -66.7% 2 $1.5M
National Bank of Canada 0.00% No change 2 $1.5M
Harvest Fund Management Co., Ltd 0.07% No change 2 $1.5M
Chicago Partners Investment Group LLC 0.04% No change 2 $1.4M
Sharper & Granite LLC 0.55% No change 2 $1.4M
Brooks, Moore & Associates, Inc. 0.78% No change 2 $1.4M
Scott Capital Advisors, LLC 0.39% No change 2 $1.4M
Phillips Wealth Planners LLC 1.30% No change 2 $1.4M
Ignite Planners, LLC 0.25% No change 2 $1.4M
Sargent Investment Group, LLC 0.19% No change 2 $1.4M
Net Worth Advisory Group 0.18% No change 1 $814K
Formidable Asset Management, LLC 0.13% No change 1 $798K
Pin Oak Investment Advisors Inc. 0.68% New 1 $798K
Csenge Advisory Group 0.04% No change 1 $757K
Russell Investments Group, Ltd. 0.00% Reduce -80.0% 1 $731K
Presper Financial Architects, LLC 0.54% — 1 $729K
Latko Wealth Management, Ltd. 0.41% No change 1 $729K
Trust Co of Kansas 0.35% No change 1 $729K
Stonebridge Capital Management Inc. 0.29% No change 1 $729K
X-Square Capital, LLC 0.26% No change 1 $729K
Hendley & Co. Inc. 0.25% No change 1 $729K
Shikiar Asset Management Inc. 0.22% No change 1 $729K
Physicians Financial Services, Inc. 0.22% No change 1 $729K
Cordatus Wealth Management LLC 0.18% No change 1 $729K
Capital Advisors, Ltd. LLC 0.09% No change 1 $729K
LVM Capital Management Ltd. 0.08% No change 1 $729K
Wendell David Associates Inc. 0.07% No change 1 $729K
Arete Wealth Advisors, LLC 0.05% No change 1 $729K
Appleton Partners Inc. 0.05% No change 1 $729K
Analyst IMS Investment Management Services Ltd. 0.02% No change 1 $729K
Heritage Investors Management Corp. 0.02% New 1 $729K
Vaughan David Investments LLC 0.02% No change 1 $729K
Park Avenue Securities LLC 0.01% No change 1 $729K
MML Investors Services, LLC 0.00% New 1 $729K
Portland Financial Advisors Inc 1.75% No change 1 $729K
Stark Wealth Management LLC 1.04% New 1 $729K
Riverview Trust Co 0.91% No change 1 $729K
Wedgewood Investors Inc. 0.84% No change 1 $729K
Objective Capital Management, LLC 0.82% No change 1 $729K
Cypress Capital Management LLC (WY) 0.79% No change 1 $729K
Infinity Wealth Counsel, LLC 0.74% No change 1 $729K
Rainier Family Wealth Inc. 0.73% No change 1 $729K
Petros Family Wealth, LLC 0.67% No change 1 $729K
Intrinsic Value Partners, LLC 0.65% No change 1 $729K
ArborFi Advisors, LLC 0.64% No change 1 $729K
Cornerstone Financial Group, LLC 0.62% No change 1 $729K
Cushing Capital Partners, LLC 0.62% No change 1 $729K
Orca Wealth Management, LLC 0.61% No change 1 $729K
Eagle Bay Advisors LLC 0.60% No change 1 $729K
Cathy Pareto & Associates, Inc. 0.60% No change 1 $729K
SwitchPoint Financial Planning, LLC 0.60% New 1 $729K
Perissos Private Wealth Management, LLC 0.58% Reduce -50.0% 1 $729K
Barnett & Company, Inc. 0.57% No change 1 $729K
Farley Capital L.P. 0.57% No change 1 $729K
Magnolia Private Wealth, LLC 0.56% No change 1 $729K
Cross Staff Investments Inc 0.54% No change 1 $729K
American Institute for Advanced Investment Management, LLP 0.52% No change 1 $729K
Terra Nova Asset Management LLC 0.51% No change 1 $729K
Novak & Powell Financial Services, Inc. 0.51% No change 1 $729K
Investidor Profissional Gestao de Recursos Ltda. 0.49% Reduce -66.7% 1 $729K
Momentous Wealth Management, Inc. 0.47% No change 1 $729K
Swisher Financial Concepts, Inc. 0.47% New 1 $729K
Cascade Investment Advisors, Inc. 0.47% No change 1 $729K
Base Wealth Management LLC 0.47% No change 1 $729K
Fortis Advisors, LLC 0.47% No change 1 $729K
Councilmark Asset Management, LLC 0.46% No change 1 $729K
Visionary Horizons, LLC 0.46% No change 1 $729K
Hyperion Capital Advisors LP 0.46% No change 1 $729K
Hara Capital LLC 0.45% No change 1 $729K
Wealth Preservation Advisors, LLC 0.45% No change 1 $729K
Sprinkle Financial Consultants LLC 0.45% No change 1 $729K
Tilia Fiduciary Partners, Inc. 0.44% No change 1 $729K
Pullen Investment Management, LLC 0.44% No change 1 $729K
Seven Mile Advisory 0.44% No change 1 $729K
Lantern Wealth Advisors, LLC 0.43% — 1 $729K
Matrix Private Capital Group LLC 0.43% No change 1 $729K
Clarity Capital Advisors, LLC 0.43% No change 1 $729K
MN Wealth Advisors, LLC 0.42% No change 1 $729K
Pinnacle Wealth Management Group, Inc. 0.42% New 1 $729K
McCarter Private Wealth Services LLC 0.42% No change 1 $729K
Mendel Capital Management LLC 0.42% No change 1 $729K
CoreFirst Bank & Trust 0.41% No change 1 $729K
Hall Kathryn A. 0.40% No change 1 $729K
Sterling Group Wealth Management, LLC 0.40% Reduce -50.0% 1 $729K
Meritas Wealth Management, LLC 0.40% No change 1 $729K
Tenret Co LLC 0.40% No change 1 $729K
Armstrong, Fleming & Moore, Inc 0.40% No change 1 $729K
Northwest Capital Management Inc 0.39% No change 1 $729K
Capital Wealth Alliance, LLC 0.39% No change 1 $729K
Financial Futures Ltd Liability Co. 0.39% No change 1 $729K
Harrington Investments, INC 0.39% No change 1 $729K
Kilter Group LLC 0.38% New 1 $729K
Regency Capital Management Inc.\DE 0.38% No change 1 $729K
FF Advisors,LLC 0.38% No change 1 $729K
Chronos Wealth Management, LLC 0.38% No change 1 $729K
Tandem Capital Management Corp. 0.37% No change 1 $729K
Kapstone Financial Advisors LLC 0.36% No change 1 $729K
5th Street Advisors, LLC 0.36% No change 1 $729K
Northstar Advisory Group, LLC 0.36% No change 1 $729K
Integrity Wealth Solutions LLC 0.36% No change 1 $729K
Marshall & Sullivan Inc. 0.35% No change 1 $729K
Greykasell Wealth Strategies, Inc. 0.35% No change 1 $729K
Verity Asset Management, Inc. 0.35% No change 1 $729K
Cherry Creek Investment Advisors, Inc. 0.34% No change 1 $729K
Legal Advantage Investments, Inc. 0.34% No change 1 $729K
Autumn Glory Partners, LLC 0.34% No change 1 $729K
Ridgepath Capital Management LLC 0.33% No change 1 $729K
Caldwell Sutter Capital, Inc. 0.33% No change 1 $729K
TCFG Wealth Management, LLC 0.33% No change 1 $729K
AAF Wealth Management, LLC 0.33% No change 1 $729K
Arrowroot Family Office, LLC 0.33% — 1 $729K
Pavion Blue Capital, LLC 0.32% No change 1 $729K
Plum Street Advisors, LLC 0.32% No change 1 $729K
Arcadia Wealth Management, LLC 0.32% No change 1 $729K
Wills Financial Group LLC 0.32% No change 1 $729K
Arcus Capital Partners, LLC 0.32% No change 1 $729K
Harbour Investment Management LLC 0.32% No change 1 $729K
River Street Advisors LLC 0.31% No change 1 $729K
Murphy Pohlad Asset Management LLC 0.31% No change 1 $729K
Act Wealth Management, LLC 0.31% New 1 $729K
Hall Capital Management Co. Inc. 0.31% No change 1 $729K
Wealthedge Investment Advisors, LLC 0.30% No change 1 $729K
BlueChip Wealth Advisors LLC 0.30% No change 1 $729K
Hanover Advisors Inc. 0.30% No change 1 $729K
Texas Bank & Trust Co 0.29% No change 1 $729K
First Dallas Securities Inc. 0.29% No change 1 $729K
Gen-Wealth Partners Inc 0.28% No change 1 $729K
Glass Jacobson Investment Advisors llc 0.28% New 1 $729K
Midwest Heritage Bank, FSB 0.27% No change 1 $729K
Excalibur Management Corp. 0.27% No change 1 $729K
Powell Investment Advisors, LLC 0.27% No change 1 $729K
Enterprise Bank & Trust Co 0.27% No change 1 $729K
Encompass Wealth Advisors, LLC 0.27% No change 1 $729K
Silver Coast Investments LLC 0.26% No change 1 $729K
Oak Family Advisors, LLC 0.26% No change 1 $729K
jvl associates llc 0.26% No change 1 $729K
Idaho Trust Co 0.26% Reduce -50.0% 1 $729K
Core Wealth Management, Inc. 0.26% No change 1 $729K
Lountzis Asset Management, LLC 0.26% No change 1 $729K
Annis Gardner Whiting Capital Advisors, LLC 0.25% No change 1 $729K
Jeppson Wealth Management, LLC 0.25% No change 1 $729K
Nia Impact Advisors, LLC 0.25% No change 1 $729K
Kercheville Advisors, LLC 0.25% No change 1 $729K
Pinion Investment Advisors, LLC 0.25% No change 1 $729K
Pegasus Asset Management, Inc. 0.25% No change 1 $729K
Colton Groome Financial Advisors, LLC 0.25% No change 1 $729K
Quaker Wealth Management, LLC 0.24% — 1 $729K
BridgePort Financial Solutions, LLC 0.24% No change 1 $729K
Indiana Trust & Investment Management Co 0.24% No change 1 $729K
Congress Park Capital LLC 0.24% No change 1 $729K
Impact Capital Partners LLC 0.24% No change 1 $729K
Atlas Brown,Inc. 0.23% No change 1 $729K
Van Strum & Towne Inc. 0.23% No change 1 $729K
Brady Family Wealth, LLC 0.23% No change 1 $729K
Westend Capital Management, LLC 0.22% No change 1 $729K
TriaGen Wealth Management LLC 0.22% No change 1 $729K
LongView Wealth Management 0.22% No change 1 $729K
Fca Corp. 0.22% No change 1 $729K
Measured Wealth Private Client Group, LLC 0.22% No change 1 $729K
GFG Capital, LLC 0.22% No change 1 $729K
D.B. Root & Company, LLC 0.22% No change 1 $729K
Windsor Capital Management, LLC 0.21% No change 1 $729K
Xcel Wealth Management, LLC 0.21% No change 1 $729K
Centurion Wealth Management LLC 0.21% No change 1 $729K
Parisi Gray Wealth Management 0.21% No change 1 $729K
Flagstone Financial Management 0.21% Reduce -50.0% 1 $729K
Steamboat Capital Partners, LLC 0.21% No change 1 $729K
Integral Investment Advisors, Inc. 0.21% No change 1 $729K
Strategic Family Wealth Counselors, L.L.C. 0.21% No change 1 $729K
Abound Wealth Management 0.21% No change 1 $729K
G2 Capital Management, LLC / Oh 0.20% No change 1 $729K
Aspen Capital Management, LLC 0.20% No change 1 $729K
RDA Financial Network 0.20% No change 1 $729K
Iat Reinsurance Co. LTD. 0.20% No change 1 $729K
Monarch Capital Management Inc. 0.20% No change 1 $729K
Jentner Corp 0.20% No change 1 $729K
Paragon Advisors, LLC 0.19% No change 1 $729K
Lorne Steinberg Wealth Management Inc. 0.19% No change 1 $729K
Integris Wealth Management, LLC 0.19% No change 1 $729K
Advus Financial Partners, LLC 0.19% No change 1 $729K
American Investment Services, Inc. 0.19% Reduce -87.5% 1 $729K
Founders Grove Wealth Partners, LLC 0.18% No change 1 $729K
Barry Investment Advisors, LLC 0.18% No change 1 $729K
Noble Family Wealth, LLC 0.18% No change 1 $729K
Nvwm, LLC 0.18% No change 1 $729K
Keystone Wealth Services, LLC 0.18% No change 1 $729K
Madrona Financial Services, LLC 0.17% No change 1 $729K
Plimoth Trust Co. LLC 0.17% No change 1 $729K
Alpine Woods Capital Investors, LLC 0.17% No change 1 $729K
Gitterman Wealth Management, LLC 0.17% No change 1 $729K
Knightsbridge Asset Management, LLC 0.16% No change 1 $729K
Whalerock Point Partners, LLC 0.16% No change 1 $729K
Clare Market Investments LLC 0.16% No change 1 $729K
High Falls Advisors, Inc 0.16% No change 1 $729K
Drive Wealth Management, LLC 0.16% Reduce -95.5% 1 $729K
Eclectic Associates Inc. 0.16% No change 1 $729K
United American Securities Inc. (d/b/a UAS Asset Management) 0.16% No change 1 $729K
Chemistry Wealth Management LLC 0.16% No change 1 $729K
Cranbrook Wealth Management, LLC 0.16% No change 1 $729K
Headinvest, LLC 0.16% No change 1 $729K
Milestone Asset Management, LLC 0.15% Reduce -50.0% 1 $729K
FLC Capital Advisors 0.15% No change 1 $729K
Sachem Hill LLC 0.15% Reduce -50.0% 1 $729K
Lafayette Investments, Inc. 0.15% No change 1 $729K
Carrera Capital Advisors 0.15% No change 1 $729K
Elgethun Capital Management 0.15% No change 1 $729K
Heron Bay Capital Management 0.14% No change 1 $729K
Integrated Investment Consultants, LLC 0.14% No change 1 $729K
Earned Wealth Advisors, LLC 0.14% No change 1 $729K
Werba Rubin Papier Wealth Management 0.14% No change 1 $729K
Amarillo National Bank 0.14% No change 1 $729K
SeaBridge Investment Advisors LLC 0.14% No change 1 $729K
Secure Asset Management, LLC 0.14% No change 1 $729K
Martel Wealth Advisors LLC 0.14% No change 1 $729K
Woodard & Co. Asset Management Group Inc. 0.13% No change 1 $729K
First Bank & Trust 0.13% No change 1 $729K
Sierra Summit Advisors LLC 0.13% No change 1 $729K
American Money Management, LLC 0.13% No change 1 $729K
Schnieders Capital Management LLC 0.13% No change 1 $729K
West Financial Advisors, LLC 0.13% No change 1 $729K
Bell Investment Advisors, Inc 0.13% No change 1 $729K
Founders Capital Management, LLC 0.13% No change 1 $729K
SC&H Financial Advisors, Inc. 0.12% No change 1 $729K
Perkins Coie Trust Co 0.12% No change 1 $729K
Aspen Grove Capital, LLC 0.12% No change 1 $729K
Biltmore Family Office, LLC 0.12% No change 1 $729K
Acorn Financial Advisory Services Inc. 0.12% No change 1 $729K
Harbor Advisors LLC 0.12% No change 1 $729K
Ellenbecker Investment Group 0.12% No change 1 $729K
SJS Investment Consulting Inc. 0.12% New 1 $729K
Eagle Rock Investment Company, LLC 0.12% No change 1 $729K
Oarsman Capital, Inc. 0.11% No change 1 $729K
Versant Capital Management, Inc 0.11% No change 1 $729K
Gratus Wealth Advisors, LLC 0.11% No change 1 $729K
Concord Asset Management, LLC 0.11% New 1 $729K
Debussy Capital Management LP 0.11% No change 1 $729K
Stanley-Laman Group, Ltd. 0.11% No change 1 $729K
Concord Wealth Partners 0.11% No change 1 $729K
Meridian Wealth Partners, LLC 0.11% No change 1 $729K
Lee Financial Co 0.10% No change 1 $729K
Lake Street Private Wealth, LLC 0.10% No change 1 $729K
Strid Group, LLC 0.10% No change 1 $729K
Twin Focus Capital Partners, LLC 0.10% No change 1 $729K
Mayflower Financial Advisors, LLC 0.10% No change 1 $729K
Financial Partners Group, Inc 0.10% No change 1 $729K
Johnson Bixby & Associates, LLC 0.10% New 1 $729K
Clark Asset Management, LLC 0.10% No change 1 $729K
Gilbert & Cook, Inc. 0.10% No change 1 $729K
Howard Financial Services, LTD. 0.10% No change 1 $729K
City Holding Co. 0.10% No change 1 $729K
Hill Investment Group Partners, LLC 0.09% No change 1 $729K
Arbor Investment Advisors, LLC 0.09% No change 1 $729K
RTD Financial Advisors, Inc. 0.09% No change 1 $729K
Quadcap Wealth Management, LLC 0.09% No change 1 $729K
1834 Investment Advisors Co. 0.09% No change 1 $729K
Rodgers Brothers Inc. 0.09% No change 1 $729K
Greatmark Investment Partners, Inc. 0.09% No change 1 $729K
Cypress Capital Group 0.09% No change 1 $729K
Alley Investment Management Company, LLC 0.09% No change 1 $729K
Continuum Advisory, LLC 0.09% Reduce -88.9% 1 $729K
United Bank 0.09% No change 1 $729K
Red Door Wealth Management, LLC 0.09% New 1 $729K
HHM Wealth Advisors, LLC 0.09% New 1 $729K
Altfest L J & Co. Inc. 0.09% No change 1 $729K
Relyea Zuckerberg Hanson LLC 0.09% No change 1 $729K
Night Owl Capital Management, LLC 0.08% No change 1 $729K
Stansberry Asset Management, LLC 0.08% New 1 $729K
Everhart Financial Group, Inc. 0.08% New 1 $729K
Lodestar Private Asset Management LLC 0.08% No change 1 $729K
Three Seasons Wealth, LLC 0.08% No change 1 $729K
Spirepoint Private Client, LLC 0.08% No change 1 $729K
Financial Management Professionals, Inc. 0.08% No change 1 $729K
TRUE Private Wealth Advisors 0.08% No change 1 $729K
Wealth Alliance, LLC 0.08% No change 1 $729K
Iron Gate Global Advisors LLC 0.08% No change 1 $729K
Oxbow Advisors, LLC 0.08% No change 1 $729K
Tower Bridge Advisors 0.08% No change 1 $729K
Cornerstone Advisory, LLC 0.08% No change 1 $729K
Rockbridge Investment Management, LCC 0.08% No change 1 $729K
Certified Advisory Corp 0.08% No change 1 $729K
Rational Advisors, Inc. 0.08% Reduce -50.0% 1 $729K
Telos Capital Management, Inc. 0.07% No change 1 $729K
Tanglewood Wealth Management, Inc. 0.07% No change 1 $729K
Strategic Investment Advisors / MI 0.07% No change 1 $729K
Crescent Grove Advisors, LLC 0.07% No change 1 $729K
MBL Wealth, LLC 0.07% No change 1 $729K
Diversified Portfolios, Inc. 0.07% No change 1 $729K
Means Investment Co., Inc. 0.07% No change 1 $729K
Procyon Advisors, LLC 0.07% No change 1 $729K
Ledyard National Bank 0.07% No change 1 $729K
Texas Capital Bank Wealth Management Services Inc 0.07% No change 1 $729K
Tritonpoint Wealth, LLC 0.07% No change 1 $729K
Forbes J M & Co. LLP 0.07% No change 1 $729K
Hengehold Capital Management LLC 0.07% No change 1 $729K
Moss Adams Wealth Advisors LLC 0.07% No change 1 $729K
RMR Wealth Builders 0.07% No change 1 $729K
One Day In July LLC 0.07% No change 1 $729K
Gemmer Asset Management LLC 0.06% No change 1 $729K
Magnus Financial Group LLC 0.06% No change 1 $729K
Cozad Asset Management Inc. 0.06% No change 1 $729K
WBH Advisory Inc. 0.06% No change 1 $729K
Smith, Moore & Co. 0.06% No change 1 $729K
Bristlecone Advisors, LLC 0.06% Reduce -75.0% 1 $729K
Silver Oak Securities, Incorporated 0.06% No change 1 $729K
Fairholme Capital Management 0.06% No change 1 $729K
Waterloo Capital, L.P. 0.06% No change 1 $729K
International Assets Investment Management, LLC 0.06% No change 1 $729K
Litman Gregory Wealth Management LLC 0.06% No change 1 $729K
Private Wealth Partners, LLC 0.06% No change 1 $729K
Journey Advisory Group, LLC 0.06% No change 1 $729K
Lutz Financial Services LLC 0.06% No change 1 $729K
Founders Financial Securities LLC 0.06% No change 1 $729K
Beaumont Financial Advisors, LLC 0.05% No change 1 $729K
Simmons Bank 0.05% No change 1 $729K
Plante Moran Financial Advisors, LLC 0.05% No change 1 $729K
Checchi Capital Advisers, LLC 0.05% No change 1 $729K
Verdence Capital Advisors LLC 0.05% No change 1 $729K
Syon Capital LLC 0.05% New 1 $729K
MCF Advisors LLC 0.05% No change 1 $729K
Cadence Bank 0.05% No change 1 $729K
Albion Financial Group 0.05% No change 1 $729K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors 0.05% No change 1 $729K
First National Bank of Omaha 0.05% No change 1 $729K
Patten & Patten Inc. 0.05% No change 1 $729K
Legacy Private Trust Co. 0.05% No change 1 $729K
Edgar Lomax Co. 0.05% No change 1 $729K
Atwood & Palmer Inc. 0.05% New 1 $729K
Cornerstone Wealth Management, LLC 0.04% No change 1 $729K
Western Wealth Management, LLC 0.04% No change 1 $729K
PFG Investments, LLC 0.04% Reduce -50.0% 1 $729K
Arvest Bank Trust Division 0.04% No change 1 $729K
Smith Salley Wealth Management 0.04% No change 1 $729K
Alta Capital Management LLC/ 0.04% No change 1 $729K
Lowe Brockenbrough & Co. Inc. 0.04% No change 1 $729K
Klingman & Associates, LLC 0.04% No change 1 $729K
Rice Hall James & Associates, LLC 0.04% No change 1 $729K
Dorsey & Whitney Trust CO LLC 0.04% No change 1 $729K
Fairview Capital Investment Management, LLC 0.04% No change 1 $729K
Meeder Advisory Services, Inc. 0.04% No change 1 $729K
Waters Parkerson & Co., LLC 0.04% No change 1 $729K
Flagship Harbor Advisors, LLC 0.03% No change 1 $729K
Trust Co. of Vermont 0.03% No change 1 $729K
Woodley Farra Manion Portfolio Management Inc. 0.03% No change 1 $729K
BLB&B Advisors, LLC 0.03% No change 1 $729K
PFG Advisors 0.03% No change 1 $729K
Linscomb Wealth, Inc. 0.03% No change 1 $729K
Stratos Investment Management, LLC 0.03% No change 1 $729K
Summitry LLC 0.03% Reduce -50.0% 1 $729K
Johnson Financial Group, Inc. 0.03% No change 1 $729K
Leavell Investment Management, Inc. 0.03% No change 1 $729K
Beacon Investment Advisory Services, Inc. 0.03% No change 1 $729K
Meridian Wealth Management, LLC 0.03% No change 1 $729K
North Star Asset Management Inc. 0.03% No change 1 $729K
VestGen Advisors, LLC 0.03% No change 1 $729K
Balentine LLC 0.03% No change 1 $729K
Pallas Capital Advisors LLC 0.03% No change 1 $729K
AlphaCore Capital LLC 0.03% New 1 $729K
Alpha Cubed Investments, LLC 0.03% No change 1 $729K
First National Trust Co 0.03% No change 1 $729K
Level Four Advisory Services, LLC 0.03% New 1 $729K
Donaldson Capital Management, LLC 0.03% No change 1 $729K
Chilton Capital Management LLC 0.03% No change 1 $729K
Yarbrough Capital, LLC 0.03% New 1 $729K
Mgo One Seven LLC 0.02% No change 1 $729K
TCTC Holdings, LLC 0.02% No change 1 $729K
Performance Wealth Partners, LLC 0.02% No change 1 $729K
Busey Bank 0.02% Reduce -50.0% 1 $729K
Destination Wealth Management 0.02% No change 1 $729K
Argent Capital Management LLC 0.02% No change 1 $729K
IFP Advisors, Inc 0.02% No change 1 $729K
Baker Avenue Asset Management, LP 0.02% No change 1 $729K
IHT Wealth Management, LLC 0.02% No change 1 $729K
HBK Sorce Advisory LLC 0.02% No change 1 $729K
MassMutual Private Wealth & Trust, FSB 0.02% No change 1 $729K
NorthRock Partners, LLC 0.02% No change 1 $729K
Bailard, Inc. 0.02% No change 1 $729K
First Financial Bankshares Inc 0.02% No change 1 $729K
Dakota Wealth Management 0.02% No change 1 $729K
Steadfast Capital Management LP 0.01% No change 1 $729K
Davis R M Inc. 0.01% No change 1 $729K
Gradient Investments LLC 0.01% No change 1 $729K
Capital Investment Advisors, LLC 0.01% Reduce -66.7% 1 $729K
Signaturefd, LLC 0.01% New 1 $729K
Kingsview Wealth Management, LLC 0.01% No change 1 $729K
Welch & Forbes LLC 0.01% No change 1 $729K
Horizon Kinetics Asset Management LLC 0.01% No change 1 $729K
Vident Advisory, LLC 0.01% No change 1 $729K
Capital Group Private Client Services, Inc. 0.01% No change 1 $729K
Fort Washington Investment Advisors Inc. 0.00% No change 1 $729K
Federation des caisses Desjardins du Quebec 0.00% No change 1 $729K
Baron Capital (BAMCO) 0.00% No change 1 $729K
Assetmark, Inc. 0.00% No change 1 $729K
Mitsubishi UFJ Trust & Banking Corp 0.00% No change 1 $729K
Schroder Investment Management Group 0.00% No change 1 $729K
Fairfax Financial Holdings 0.04% No change 1 $728K
Quaker Capital Investments, LLC 0.22% No change 1 $728K
PFC Capital Group, Inc. 0.34% No change 1 $728K
Lanark Financial, Inc. 0.06% Reduce -98.3% 1 $728K
Beutel, Goodman & Co Ltd. 0.00% No change 1 $728K
Lazard Asset Management LLC 0.00% No change 1 $728K
Gallagher Capital Advisors, LLC 0.58% No change 1 $724K
McLean Asset Management Corp 0.19% No change 1 $721K
Wealthgarden F.S. LLC 0.60% No change 1 $720K
Pacific Wealth Strategies Group, Inc. 0.47% Reduce -50.0% 1 $720K
Austin Wealth Management, LLC 0.13% No change 1 $720K
Facet Wealth, Inc. 0.02% No change 1 $720K
Strathmore Capital Advisors, Inc. 0.32% — 1 $720K
Foster Victor Wealth Advisors, LLC 0.05% No change 1 $720K
Accurate Wealth Management, LLC 0.11% No change 1 $717K
Marshall Financial Group, LLC 0.14% No change 1 $716K
Warburton Capital Management, LLC 0.42% No change 1 $713K
Timber Creek Capital Management LLC 0.18% No change 1 $695K
Eagle Harbor Asset Management Inc. 0.48% No change 1,017 $494K

"% 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.