Berkshire Hathaway Inc. Class ABRK.A

13F holders, Q3 2025 (September 30)

Q2 2026Q1 2026Q4 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024

1,365holders −21

38new positions

49sold out

13famous investors

$654439.94avg. 13F price*

At the end of Q3 2025, 1,365 institutions reported holding Berkshire Hathaway Inc. Class A (BRK.A) in their 13F filings, down 21 from Q2 2025. 38 opened new positions and 49 sold out. The largest holders were FMR LLC ($20.4B), First Manhattan Co. Llc. ($11.1B) and Vanguard Group Inc. ($2.9B). 13 famous investors held it, including Tom Russo (12.5% of Gardner Russo & Quinn's portfolio), Chris Bloomstran (10.9% 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 Q2 2025 → Q3 2025

	Institutions	Total Value
New Positions	38	$168.7M
Exits	49	$99.4M

All 13F filers, Q2 2025 → Q3 2025: 4,876 shares bought and 1,014,460 shares sold, net −1,009,584 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,365 holders


FMR LLC	1.06%	Reduce -18.6%	27,065	$20.4B
First Manhattan Co. Llc.	29.21%	Add +2.2%	14,658	$11.1B
Vanguard Group Inc.	0.04%	Add +0.1%	3,852	$2.9B
HighTower Advisors, LLC	1.57%	Reduce -2.6%	1,829	$1.4B
Gardner Russo & Quinn	12.46%	Reduce -5.1%	1,541	$1.2B
Everett Harris & Co.	13.21%	Reduce -0.1%	1,416	$1.1B
Hikari Tsushin, Inc.	57.15%	No change	1,127	$850.0M
Markel Group	6.82%	No change	1,114	$840.2M
PNC Financial Services Group, Inc.	0.48%	Reduce -3.6%	1,045	$788.1M
Paralel Advisors LLC	30.20%	No change	1,028	$775.3M
Davis Selected Advisers	3.93%	Reduce -6.3%	998	$752.7M
US Bancorp \de	0.80%	Reduce -0.1%	900	$678.8M
Graham Holdings Co Master Retirement Trust	84.94%	No change	829	$625.2M
Hikari Power Ltd	47.54%	No change	783	$590.5M
Bank of America Corp.	0.04%	Add +4.4%	754	$568.7M
Morgan Stanley	0.03%	Add +5.6%	741	$558.9M
Mawer Investment Management Ltd.	2.78%	Reduce -12.3%	711	$536.2M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST	5.75%	No change	700	$527.9M
California Public Employees Retirement System	0.30%	Reduce -0.9%	675	$509.1M
Fiduciary Trust Co	5.50%	Add +0.2%	644	$485.7M
BlackRock, Inc.	0.01%	Reduce -19.1%	608	$458.9M
UBS Group AG	0.09%	Add +16.0%	579	$436.7M
State of Wisconsin Investment Board	0.99%	Add +26.9%	570	$429.9M
First Eagle Investment Management, LLC	0.78%	Reduce -12.3%	569	$429.1M
Baldwin Investment Management, LLC	48.01%	No change	556	$419.3M
Legal & General Group Plc	0.08%	Add +6.3%	455	$343.1M
Graham Holdings Co	31.87%	No change	422	$318.3M
Fayez Sarofim & Co	0.68%	Reduce -1.3%	387	$291.9M
Bridges Investment Management Inc.	3.55%	Reduce -3.7%	368	$277.5M
State Street Corp.	0.01%	Reduce -0.8%	359	$270.8M
Mariner, LLC	0.34%	Add +11.9%	348	$262.5M
Northern Trust Corp.	0.03%	Add +8.6%	341	$257.2M
Allen Holding Inc.	23.49%	No change	330	$248.9M
Clearbridge Investments, LLC	0.18%	Reduce -29.8%	316	$238.3M
Canton Hathaway, LLC	43.76%	Reduce -2.6%	302	$227.8M
Virtu Financial LLC	12.57%	Add +59.7%	297	$224.0M
Bank of New York Mellon Corp	0.04%	Reduce -1.0%	286	$215.7M
Armstrong Henry H Associates Inc.	19.37%	Reduce -0.7%	284	$214.2M
Pathstone Holdings, LLC	0.80%	Reduce -0.7%	276	$208.2M
Bank of Montreal	0.09%	Add +2.6%	271	$204.4M
Royal Bank of Canada	0.04%	Reduce -1.1%	271	$204.4M
Corient Private Wealth LP	0.27%	Reduce -2.5%	229	$172.7M
WINTON GROUP Ltd	6.13%	No change	217	$163.7M
Goldman Sachs Group Inc.	0.02%	Add +1.0%	205	$154.6M
Brown Advisory Inc.	0.19%	Reduce -5.3%	197	$148.6M
Creative Planning	0.11%	Reduce -2.0%	195	$147.0M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	0.03%	Reduce -1.6%	190	$143.3M
UMB Bank, n.a.	2.03%	Reduce -13.7%	183	$138.0M
Raymond James Financial Inc.	0.04%	Reduce -2.1%	183	$138.0M
Timucuan Asset Management Inc.	3.80%	Reduce -2.3%	172	$129.7M
Auto-Owners Insurance Co	3.04%	No change	156	$117.7M
Neuberger Berman Group LLC	0.09%	Add +8.3%	156	$117.7M
Burgundy Asset Management Ltd.	1.10%	No change	154	$116.3M
Coldstream Capital Management Inc.	1.53%	Reduce -9.0%	151	$113.9M
HSBC Holdings PLC	0.07%	Reduce -0.7%	146	$110.1M
Punch Card Management L.P.	33.92%	No change	145	$109.4M
Tweedy, Browne Co LLC	9.43%	Reduce -5.9%	144	$108.6M
Brown Brothers Harriman & Co.	0.65%	Reduce -20.7%	142	$107.1M
Stifel Financial Corp.	0.09%	Reduce -4.9%	137	$103.3M
American Century Companies Inc.	0.05%	Reduce -2.8%	137	$103.3M
Gabelli Funds LLC	0.71%	Reduce -0.7%	136	$102.6M
Van Lanschot Kempen Investment Management N.V.	0.88%	No change	130	$98.0M
Royal London Asset Management Ltd.	0.21%	Reduce -3.0%	130	$98.0M
WS Management LLLP	14.47%	No change	125	$94.3M
Wells Fargo & Company	0.02%	No change	121	$91.5M
Hartline Investment Corp./	9.44%	Reduce -4.8%	120	$90.5M
Davis Asset Management, L.P.	3.22%	No change	120	$90.5M
Universal- Beteiligungs- und Servicegesellschaft mbH	0.15%	Reduce -11.1%	120	$90.5M
Commonwealth Equity Services, LLC	0.12%	Reduce -10.4%	120	$90.5M
Mill Capital Management, LLC	6.65%	Reduce -0.8%	119	$89.7M
Mercer Global Advisors Inc.	0.15%	Add +6.3%	119	$89.7M
Ruane, Cunniff & Goldfarb L.P.	1.46%	No change	117	$88.2M
Semper Augustus Investments	10.92%	No change	116	$87.5M
State of Michigan Retirement System	0.42%	No change	116	$87.5M
Well Done, LLC	14.38%	No change	112	$84.5M
General American Investors Co. Inc.	5.19%	No change	110	$83.0M
Douglass Winthrop Advisors, LLC	1.39%	No change	106	$79.9M
Vontobel Holding Ltd.	0.24%	Reduce -13.7%	101	$76.2M
Artemis Wealth Advisors, LLC	11.32%	No change	100	$75.4M
Professional Advisory Services Inc.	8.95%	No change	100	$75.4M
JPMorgan Chase & Co.	0.00%	Reduce -1.0%	99	$74.7M
Hollencrest Capital Management	2.59%	No change	95	$71.6M
Focus Partners Wealth	0.12%	Add +8.0%	95	$71.6M
Sumitomo Mitsui Trust Group, Inc.	0.04%	Add +1.1%	95	$71.6M
LPL Financial LLC	0.02%	Add +8.1%	94	$70.9M
Ninety One SA (Pty) Ltd	3.08%	No change	91	$68.2M
CI Investments Inc.	0.25%	Reduce -12.6%	90	$67.9M
Bank Pictet & Cie (Europe) AG	1.34%	No change	89	$67.1M
Victory Capital Management Inc.	0.04%	Add +2.3%	88	$66.4M
Rockefeller Capital Management L.P.	0.13%	New	87	$65.6M
Chou Associates Management Inc.	31.22%	No change	86	$64.9M
ACR Alpine Capital Research, LLC	1.10%	No change	85	$64.1M
Capital Research Global Investors	0.01%	No change	82	$61.8M
Tiaa Trust, National Association	0.15%	No change	81	$61.1M
Choreo, LLC	0.79%	Reduce -1.2%	80	$60.3M
Accredited Investors Inc.	3.32%	No change	79	$59.6M
Cerity Partners LLC	0.10%	Add +2.6%	78	$58.8M
Flow Traders U.S. LLC	2.37%	Add +541.7%	77	$58.1M
RBF Capital, LLC	2.63%	No change	76	$57.3M
Eastern Bank	1.02%	No change	76	$57.3M
Wilmington Savings Fund Society, FSB	1.35%	No change	74	$55.8M
Quantinno Capital Management LP	0.15%	Reduce -1.4%	73	$55.1M
CIBC Private Wealth Group LLC	0.09%	Reduce -2.7%	73	$55.1M
Nordwand Advisors, LLC	8.25%	Reduce -42.5%	69	$52.0M
Hamilton Point Investment Advisors, LLC	8.12%	No change	69	$52.0M
Wealth Enhancement Advisory Services, LLC	0.08%	Add +3.0%	69	$52.0M
Greenlea Lane Capital Management, LLC	14.73%	No change	67	$50.5M
Charles Schwab Investment Management Inc.	0.01%	Reduce -6.9%	67	$50.5M
Northwestern University	87.99%	No change	66	$49.8M
Bartlett & Co. Wealth Management LLC	0.66%	Reduce -7.0%	66	$49.8M
I.G.Y. Ltd	20.54%	Reduce -12.2%	65	$49.0M
Blair William & Co.	0.13%	Reduce -7.1%	65	$49.0M
Ameriprise Financial Inc.	0.01%	Reduce -1.5%	65	$49.0M
Cambridge Investment Research Advisors, Inc.	0.13%	Reduce -1.6%	63	$47.5M
B. Metzler seel. Sohn & Co. AG	0.42%	No change	63	$47.5M
Baird Financial Group, Inc.	0.08%	Reduce -27.6%	63	$47.5M
Acadian Asset Management LLC	0.08%	Add +12.5%	63	$47.5M
Security National Bank	7.16%	No change	62	$46.8M
Banque Pictet & Cie SA	0.47%	Reduce -31.1%	62	$46.8M
D.A. Davidson & Co.	0.30%	Reduce -3.1%	62	$46.8M
SG Americas Securities, LLC	0.17%	Reduce -1.7%	59	$44.5M
Kelleher Financial Advisors	10.81%	No change	57	$43.0M
Captrust Financial Advisors	0.09%	Add +1.8%	57	$43.0M
Crewe Advisors LLC	4.03%	Add +7.7%	56	$42.2M
Crestwood Advisors Group, LLC	0.71%	No change	55	$41.5M
Whittier Trust Co.	0.46%	Reduce -15.6%	54	$40.5M
NorthCoast Asset Management LLC	0.16%	Add +8.2%	53	$40.0M
Toronto Dominion Bank	0.08%	No change	53	$39.8M
Lincoln Capital LLC	7.45%	No change	53	$39.8M
Fenimore Asset Management Inc	0.79%	No change	52	$39.2M
Pinnacle Financial Partners Inc	0.92%	Reduce -1.9%	51	$38.5M
Elkhorn Partners Limited Partnership	25.59%	No change	50	$37.7M
Hi-Line Capital Management, LLC	11.90%	Add +2.0%	50	$37.7M
SWF LLC	3.87%	No change	50	$37.7M
GTS Securities LLC	1.45%	Add +72.4%	50	$37.7M
Moneta Group Investment Advisors LLC	0.29%	Reduce -3.9%	49	$37.0M
Truist Financial Corp.	0.05%	Reduce -9.3%	49	$37.0M
Osaic Holdings, Inc.	0.05%	Add +25.0%	75	$36.9M
Aberdeen Group plc	0.06%	Add +13.9%	49	$36.7M
Sax Wealth Advisors, LLC	1.87%	No change	46	$34.7M
Global Frontier Investments LLC	6.39%	No change	44	$33.2M
Postrock Partners LLC	14.67%	No change	44	$33.2M
Cannell & Spears LLC	0.63%	Reduce -2.2%	44	$33.2M
Segment Wealth Management, LLC	1.90%	Reduce -4.5%	42	$31.7M
Mesirow Financial Investment Management, Inc.	0.57%	Add +2.4%	42	$31.7M
Peapack Gladstone Financial Corp.	0.41%	Reduce -2.3%	42	$31.7M
Hutner Capital Management Inc.	13.08%	Reduce -2.4%	41	$30.9M
Allen Operations LLC	3.69%	No change	41	$30.9M
GAMCO Investors	0.30%	Reduce -2.4%	41	$30.9M
Farmers & Merchants Investments Inc.	0.86%	Reduce -13.0%	40	$30.2M
Qube Research & Technologies Ltd	0.04%	Add +2.6%	40	$30.2M
Whittier Trust Co. of Nevada Inc.	0.64%	No change	40	$30.0M
Utah Retirement Systems	0.29%	No change	39	$29.4M
First Citizens Bank & Trust Co.	0.62%	No change	38	$28.7M
HM Payson & Co.	0.41%	No change	38	$28.7M
Haverford Trust Co	0.26%	No change	38	$28.7M
HB Wealth Management, LLC	0.19%	Add +27.6%	37	$27.9M
Allworth Financial LP	0.12%	Add +19.4%	37	$27.9M
Hardy Reed LLC	2.00%	No change	36	$27.2M
Parsons Capital Management Inc.	1.54%	No change	36	$27.2M
Silvercrest Asset Management Group LLC	0.18%	Add +2.9%	36	$27.2M
Ieq Capital, LLC	0.08%	No change	36	$27.2M
Bislett Management, LLC	19.11%	No change	35	$26.4M
Granite FO LLC	14.34%	No change	35	$26.4M
Cwm, LLC	0.08%	Reduce -2.9%	34	$25.6M
Shelter Mutual Insurance Co	5.75%	No change	34	$25.6M
Pittenger & Anderson Inc.	0.94%	Add +30.8%	34	$25.6M
FineMark National Bank & Trust	0.84%	No change	34	$25.6M
Susquehanna International Group, LLP	0.04%	Reduce -33.3%	34	$25.6M
Janney Montgomery Scott LLC	0.06%	No change	33	$24.9M
General Partner, Inc.	13.70%	No change	33	$24.9M
Spinnaker Investment Group, LLC	4.68%	Reduce -8.3%	33	$24.9M
Perennial Advisors, LLC	4.31%	No change	33	$24.9M
Hennessy Advisors Inc.	0.86%	No change	33	$24.9M
Private Management Group Inc.	0.74%	No change	33	$24.9M
AMG National Trust Bank	0.61%	No change	33	$24.9M
Pinnacle Bancorp, Inc.	7.13%	Reduce -11.1%	32	$24.1M
BigSur Wealth Management LLC	5.91%	Reduce -15.8%	32	$24.1M
World Investment Advisors	0.48%	Add +244.4%	31	$23.4M
Jane Street Group, LLC	0.03%	Add +287.5%	31	$23.4M
Millennium Management	0.02%	Reduce -27.9%	31	$23.4M
BNP Paribas Financial Markets	0.02%	Reduce -6.1%	31	$23.4M
7G Capital Management, LLC	14.50%	No change	30	$22.6M
Aquamarine Capital (Aquamarine Zurich)	7.13%	No change	30	$22.6M
Laurel Wealth Advisors LLC	3.16%	No change	30	$22.6M
Harvey Investment Co. LLC	2.41%	No change	30	$22.6M
Stock Yards Bank & Trust Co.	0.71%	No change	30	$22.6M
Williams Jones Wealth Management, LLC.	0.26%	No change	30	$22.6M
Plan A Wealth LLC	11.13%	Reduce -3.3%	29	$21.9M
Check Capital Management Inc.	1.39%	No change	29	$21.9M
Barr E S & Co.	1.19%	Reduce -9.4%	29	$21.9M
Circle Wealth Management, LLC	0.43%	No change	29	$21.9M
Bessemer Group Inc.	0.03%	No change	29	$21.9M
Allium Financial Advisors, LLC	17.48%	No change	28	$21.1M
Silverleafe Capital Partners, LLC	6.52%	No change	28	$21.1M
Brighton Jones LLC	0.51%	No change	28	$21.1M
Waverly Advisors, LLC	0.21%	No change	28	$21.1M
Cetera Investment Advisers	0.02%	Add +17.4%	27	$20.4M
Connable Office Inc.	1.82%	No change	26	$19.6M
Pitcairn Co.	1.55%	Reduce -35.0%	26	$19.6M
Mill Creek Capital Advisors, LLC	0.40%	Reduce -3.7%	26	$19.6M
Regions Financial Corp.	0.13%	No change	26	$19.6M
MAI Capital Management	0.12%	Add +8.3%	26	$19.6M
B&D White Capital Company, LLC	2.42%	No change	25	$18.9M
Baader Bank Aktiengesellschaft	1.57%	Add +25.0%	25	$18.9M
Kestra Advisory Services, LLC	0.09%	Reduce -98.0%	25	$18.9M
Cresset Asset Management, LLC	0.08%	No change	25	$18.9M
Sapient Capital LLC	0.29%	No change	25	$18.7M
Plan Group Financial, LLC	4.86%	New	24	$18.1M
Locust Wood Capital Advisers, LLC	0.49%	No change	24	$18.1M
Concurrent Investment Advisors, LLC	0.31%	Add +4.3%	24	$18.1M
Marex Group Ltd	0.22%	New	24	$18.1M
Cullen/Frost Bankers, Inc.	0.21%	No change	24	$18.1M
Sequoia Financial Advisors, LLC	0.11%	Reduce -4.0%	24	$18.1M
DAVENPORT & Co LLC	0.10%	No change	24	$18.1M
Arlington Partners LLC	5.99%	No change	23	$17.3M
M&T Bank Corp	0.06%	No change	23	$17.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main	0.02%	No change	23	$17.3M
Sunesis Advisors, LLC	7.75%	—	22	$16.6M
JRM Investment Counsel, LLC	5.01%	No change	22	$16.6M
Saybrook Capital	4.34%	No change	22	$16.6M
Ascentis Wealth Management, LLC	3.98%	No change	22	$16.6M
Brandywine Trust Co.	2.52%	No change	22	$16.6M
Onex Canada Asset Management Inc.	2.10%	No change	22	$16.6M
Ashford Capital Management Inc.	1.85%	No change	22	$16.6M
Hemenway Trust Co LLC	1.27%	Reduce -12.0%	22	$16.6M
Texas Yale Capital Corp.	0.52%	No change	22	$16.6M
Vestmark Advisory Solutions, Inc.	0.32%	New	22	$16.6M
Modera Wealth Management, LLC	0.19%	Add +10.0%	22	$16.6M
Northwestern Mutual Wealth Management Co.	0.01%	No change	22	$16.6M
Arrowstreet Capital, Limited Partnership	0.01%	Reduce -29.0%	22	$16.6M
Alliancebernstein L.P.	0.01%	Reduce -18.5%	22	$16.6M
Pflug Koory, LLC	7.51%	Reduce -8.7%	21	$15.8M
Shayne & Jacobs, LLC	4.90%	No change	21	$15.8M
Gibson Capital, LLC	2.92%	No change	21	$15.8M
Zuckerman Investment Group, LLC	1.47%	No change	21	$15.8M
First Nebraska Trust Co	1.43%	No change	21	$15.8M
Apollon Wealth Management, LLC	0.28%	No change	21	$15.8M
Smithfield Trust Co	0.71%	No change	22	$15.8M
Birch Financial Group, LLC	8.88%	No change	20	$15.1M
Guardian Financial Partners, LLC	6.36%	No change	20	$15.1M
Round Rock Advisors LLC	2.39%	No change	20	$15.1M
LexAurum Advisors, LLC	2.15%	No change	20	$15.1M
Private Wealth Asset Management, LLC	1.78%	No change	20	$15.1M
WASHINGTON TRUST Co	0.49%	Add +233.3%	20	$15.1M
Fifth Third Bancorp	0.05%	No change	20	$15.1M
Cheviot Value Management, LLC	1.54%	No change	20	$14.4M
WoodTrust Financial Corp	1.71%	Reduce -99.8%	19	$14.3M
Center for Financial Planning, Inc.	1.53%	No change	19	$14.3M
JFS Wealth Advisors, LLC	0.84%	No change	19	$14.3M
Sand Hill Global Advisors, LLC	0.50%	No change	19	$14.3M
Clearstead Advisors, LLC	0.21%	Reduce -5.0%	19	$14.3M
Private Advisor Group, LLC	0.07%	No change	19	$14.3M
Glenmede Investment Management, LP	0.07%	No change	19	$14.3M
Comerica Bank	0.05%	Reduce -17.4%	19	$14.3M
Beacon Pointe Advisors, LLC	0.12%	Add +80.0%	18	$13.8M
Keystone Financial Group	1.05%	Add +5.9%	18	$13.7M
Franklin Resources Inc.	0.00%	Add +318.5%	452	$13.6M
Ar Asset Management Inc.	2.89%	No change	18	$13.6M
T. Rowe Price Associates Inc.	0.00%	No change	18	$13.6M
Lawson Kroeker Investment Management Inc.	2.48%	Reduce -10.0%	18	$13.6M
Bellecapital International Ltd.	2.20%	Add +800.0%	18	$13.6M
PDS Planning, Inc	0.94%	No change	18	$13.6M
Cobblestone Capital Advisors LLC	0.65%	No change	18	$13.6M
Park National Corp.	0.42%	No change	18	$13.6M
NewEdge Advisors, LLC	0.06%	Add +5.9%	18	$13.6M
Lazard Freres Gestion S.A.S.	0.26%	No change	18	$13.6M
Amundi	0.00%	No change	18	$13.5M
Alexander Labrunerie & Co., Inc.	4.79%	No change	17	$12.8M
Matthew 25 Management Corp	3.95%	No change	17	$12.8M
Clifford Swan Investment Counsel LLC	0.43%	No change	17	$12.8M
Foster Group, Inc.	0.40%	No change	17	$12.8M
Bradley Foster & Sargent Inc.	0.19%	No change	17	$12.8M
Rhumbline Advisers	0.01%	Reduce -10.5%	17	$12.8M
Citigroup Inc.	0.01%	No change	17	$12.8M
Deutsche Bank AG	0.00%	No change	17	$12.8M
Dover Advisors, LLC	4.81%	No change	16	$12.1M
Essex Bank	2.72%	No change	16	$12.1M
America First Investment Advisors, LLC	2.24%	Reduce -5.9%	16	$12.1M
Arthur M. Cohen & Associates, LLC	2.03%	Reduce -5.9%	16	$12.1M
First National Advisers, LLC	1.64%	No change	16	$12.1M
Choate Investment Advisors	0.25%	Reduce -5.9%	16	$12.1M
Oppenheimer & Co. Inc.	0.15%	No change	16	$12.1M
King Luther Capital Management Corp.	0.05%	Reduce -5.9%	16	$12.1M
K.J. Harrison & Partners Inc	1.70%	No change	16	$11.9M
Fiduciary Counselling Inc.	30.16%	No change	15	$11.3M
CPA Asset Management Group, LLC	4.36%	No change	15	$11.3M
Strata Wealth Advisors, LLC	2.99%	Add +25.0%	15	$11.3M
Cambridge Advisors Inc.	2.21%	No change	15	$11.3M
Destiny Wealth Partners, LLC	1.39%	No change	15	$11.3M
Rossmore Private Capital	1.22%	No change	15	$11.3M
Carret Asset Management, LLC	1.10%	No change	15	$11.3M
Grandfield & Dodd, LLC	0.64%	No change	15	$11.3M
Obermeyer Wealth Partners	0.53%	No change	15	$11.3M
GC Wealth Management RIA, LLC	0.37%	Add +36.4%	15	$11.3M
Valeo Financial Advisors, LLC	0.26%	Add +7.1%	15	$11.3M
J.W. Cole Advisors, Inc.	0.22%	Reduce -6.3%	15	$11.3M
Carnegie Investment Counsel	0.21%	No change	15	$11.3M
Composition Wealth, LLC	0.17%	Add +7.1%	15	$11.3M
Commerce Bank	0.06%	Reduce -6.3%	15	$11.3M
Rathbones Group PLC	0.05%	No change	15	$11.3M
Swedbank AB	0.01%	No change	15	$11.3M
Caprock Group, LLC	0.26%	—	14	$10.6M
Cortland Associates Inc.	1.25%	No change	14	$10.6M
Garrison Point Advisors, LLC	4.43%	No change	14	$10.6M
Northstar Asset Management Inc.	2.75%	No change	14	$10.6M
Weaver Capital Management LLC	2.30%	No change	14	$10.6M
M. Kulyk & Associates, LLC	2.15%	No change	14	$10.6M
Wallace Capital Management Inc.	1.31%	No change	14	$10.6M
Aviance Capital Partners, LLC	1.25%	No change	14	$10.6M
Traphagen Investment Advisors LLC	0.91%	No change	14	$10.6M
Simon Quick Advisors, LLC	0.48%	Reduce -26.3%	14	$10.6M
Argent Trust Co	0.37%	No change	14	$10.6M
Citizens Financial Group Inc.	0.14%	Add +16.7%	14	$10.6M
Rwa Wealth Partners, LLC	0.12%	Add +40.0%	14	$10.6M
Mather Group, Llc.	0.11%	No change	14	$10.6M
Greenleaf Trust	0.10%	Reduce -22.2%	14	$10.6M
Connor, Clark & Lunn Investment Management Ltd.	0.03%	Reduce -6.7%	14	$10.6M
Weik Capital Management	3.66%	No change	13	$9.8M
Moseley Investment Management Inc.	2.98%	No change	13	$9.8M
Pacifica Capital Investments, LLC	2.66%	No change	13	$9.8M
Rubicon Global Capital Ltd	2.17%	No change	13	$9.8M
Baker Ellis Asset Management LLC	1.21%	No change	13	$9.8M
Griffin Asset Management, Inc.	1.10%	No change	13	$9.8M
Transcend Capital Advisors, LLC	0.69%	No change	13	$9.8M
WealthPlan Investment Management, LLC	0.65%	No change	13	$9.8M
Keel Point, LLC	0.60%	No change	13	$9.8M
LMCG Investments, LLC	0.58%	No change	13	$9.8M
Spinnaker Trust	0.54%	No change	13	$9.8M
Howland Capital Management LLC	0.37%	No change	13	$9.8M
Midwest Trust Co	0.13%	Reduce -18.8%	13	$9.8M
DF Dent & Co. Inc.	0.13%	No change	13	$9.8M
National Philanthropic Trust	0.11%	Reduce -31.6%	13	$9.8M
Financial Engines Advisors L.L.C.	0.02%	No change	13	$9.8M
Aviva PLC	0.02%	No change	13	$9.8M
LGT Fund Management Co Ltd.	0.78%	No change	13	$9.7M
Scotia Capital Inc.	0.04%	No change	12	$9.1M
Pangea Capital Gestao de Recursos Ltda.	7.84%	No change	12	$9.1M
Virginia Wealth Management Group, Inc.	5.21%	No change	12	$9.1M
Pecaut & Co.	2.91%	No change	12	$9.1M
Oldfather Financial Services, LLC	2.82%	No change	12	$9.1M
Cornell Pochily Investment Advisors, Inc.	2.70%	No change	12	$9.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH	1.91%	No change	12	$9.1M
Smith Chas P & Associates Pa Cpas	0.78%	No change	12	$9.1M
Compass Capital Management, Inc.	0.48%	No change	12	$9.1M
Evercore Wealth Management, LLC	0.13%	Add +9.1%	12	$9.1M
&partners	0.06%	No change	12	$9.1M
Bahl & Gaynor LLC	0.04%	No change	12	$9.1M
Invesco Ltd.	0.00%	Add +20.0%	12	$9.1M
Sierra Capital LLC	0.99%	No change	12	$9.1M
Ingalls & Snyder LLC	0.30%	Reduce -7.7%	12	$9.1M
Wealthspire Advisors, LLC	0.05%	No change	12	$8.7M
Credit Agricole S A	0.03%	—	12	$8.7M
Giverny Capital	0.29%	No change	11	$8.5M
Jupiter Wealth Management LLC	3.92%	No change	11	$8.3M
Schulhoff & Co. Inc.	3.54%	No change	11	$8.3M
Aire Advisors, LLC	1.51%	No change	11	$8.3M
Cornerstone Management, Inc.	1.37%	No change	11	$8.3M
Kavar Capital Partners Group, LLC	1.11%	No change	11	$8.3M
Parkside Financial Bank & Trust	0.64%	No change	11	$8.3M
Nations Financial Group Inc, /Ia/	0.52%	No change	11	$8.3M
Montag A & Associates Inc.	0.38%	No change	11	$8.3M
Arkadios Wealth Advisors	0.20%	No change	11	$8.3M
Ritholtz Wealth Management	0.16%	No change	11	$8.3M
Sterling Capital Management LLC	0.12%	No change	11	$8.3M
Huntington National Bank	0.07%	No change	11	$8.3M
Savant Capital, LLC	0.05%	Add +22.2%	11	$8.3M
Bridgewater Advisors Inc.	0.56%	No change	11	$8.1M
Sutton Place Investors LLC	4.30%	No change	10	$7.5M
Enterprise Financial Services Corp	3.89%	No change	10	$7.5M
Causey Wealth LLC	3.68%	No change	10	$7.5M
Naman Capital Ltda	2.12%	No change	10	$7.5M
Puzo Michael J	2.06%	Reduce -9.1%	10	$7.5M
Oliver Luxxe Assets LLC	1.19%	No change	10	$7.5M
Trifecta Capital Advisors, LLC	1.15%	No change	10	$7.5M
LM Advisors LLC	1.09%	No change	10	$7.5M
Manchester Capital Management LLC	1.02%	Add +11.1%	10	$7.5M
Barton Investment Management	0.77%	No change	10	$7.5M
Wescott Financial Advisory Group, LLC	0.68%	No change	10	$7.5M
Cidel Asset Management Inc.	0.43%	No change	10	$7.5M
Courier Capital LLC	0.43%	No change	10	$7.5M
Salem Investment Counselors Inc.	0.22%	No change	10	$7.5M
Cassaday & Co Wealth Management LLC	0.17%	No change	10	$7.5M
Ferguson Wellman Capital Management, Inc.	0.12%	No change	10	$7.5M
Brookstone Capital Management	0.09%	No change	10	$7.5M
Allen Investment Management, LLC	0.08%	No change	10	$7.5M
O'shaughnessy Asset Management, LLC	0.04%	Add +150.0%	10	$7.5M
London Co. of Virginia	0.04%	No change	10	$7.5M
Cibc World Market Inc.	0.02%	No change	10	$7.5M
Apella Capital, LLC	0.16%	No change	10	$7.3M
Windsor Advisory Group, LLC	6.01%	Add +50.0%	9	$6.8M
Absolute Capital Management, LLC	2.91%	No change	9	$6.8M
Channel Wealth LLC	1.82%	No change	9	$6.8M
Factor Wealth Management LTD	1.70%	No change	9	$6.8M
Weil Company, Inc.	1.63%	No change	9	$6.8M
Sanders Morris Harris LLC	0.91%	New	9	$6.8M
Fort Point Capital Partners LLC	0.86%	No change	9	$6.8M
Van Hulzen Asset Management, LLC	0.51%	No change	9	$6.8M
Mogy Joel R Investment Counsel Inc.	0.37%	No change	9	$6.8M
Venture Visionary Partners LLC	0.23%	No change	9	$6.8M
AlTi Global, Inc.	0.16%	No change	9	$6.8M
Badgley Phelps Wealth Managers, LLC	0.14%	Reduce -10.0%	9	$6.8M
Glenview Trust Co	0.11%	Reduce -10.0%	9	$6.8M
Steward Partners Investment Advisory, LLC	0.04%	No change	9	$6.8M
Gotham Asset Management	0.03%	No change	9	$6.8M
Manufacturers Life Insurance Company, The	0.01%	Add +28.6%	9	$6.8M
Barclays PLC	0.00%	Add +12.5%	9	$6.8M
JTC Employer Solutions Trustee Ltd	0.58%	No change	9	$6.8M
Country Club Bank	0.40%	No change	9	$6.7M
South Dakota Investment Council	0.12%	No change	8	$6.0M
Castlekeep Investment Advisors LLC	2.82%	No change	8	$6.0M
Sittner & Nelson, LLC	2.19%	No change	8	$6.0M
TigerOak Management, L.L.C.	1.87%	No change	8	$6.0M
Walter & Keenan Wealth Management LLC /in/	1.67%	Reduce -11.1%	8	$6.0M
Montis Financial, LLC	1.39%	No change	8	$6.0M
Louisbourg Investments Inc.	1.32%	No change	8	$6.0M
Balboa Wealth Partners	1.04%	No change	8	$6.0M
Calydon Capital	0.96%	Reduce -50.0%	8	$6.0M
Caldwell Trust Co	0.56%	No change	8	$6.0M
Insigneo Advisory Services, LLC	0.42%	Reduce -11.1%	8	$6.0M
Beese Fulmer Investment Management, Inc.	0.42%	No change	8	$6.0M
1900 Wealth Management LLC	0.41%	No change	8	$6.0M
Essex Financial Services, Inc.	0.36%	No change	8	$6.0M
Capstone Financial Advisors, Inc.	0.33%	No change	8	$6.0M
Aspiriant, LLC	0.18%	No change	8	$6.0M
Evergreen Capital Management LLC	0.14%	Add +100.0%	8	$6.0M
Wealthcare Advisory Partners LLC	0.13%	No change	8	$6.0M
Atlantic Union Bankshares Corp	0.11%	Add +33.3%	8	$6.0M
Curi Capital, LLC	0.11%	No change	8	$6.0M
Prospera Financial Services Inc	0.10%	No change	8	$6.0M
Capital Advisors Inc.	0.10%	No change	8	$6.0M
Summit Trail Advisors, LLC	0.08%	Reduce -11.1%	8	$6.0M
SCS Capital Management LLC	0.07%	Reduce -11.1%	8	$6.0M
Integrated Wealth Concepts LLC	0.05%	No change	8	$6.0M
United Capital Financial Advisors, LLC	0.04%	Add +60.0%	8	$6.0M
Arkfeld Wealth Strategies, L.L.C.	2.19%	No change	8	$6.0M
NewEdge Wealth, LLC	0.08%	No change	8	$5.9M
Mutual Advisors, LLC	0.13%	Reduce -38.5%	8	$5.9M
Pacific Capital Partners Ltd	5.88%	New	7	$5.3M
Durante & Waters, LLC	3.88%	No change	7	$5.3M
Security National Bank of Sioux City Iowa	3.44%	No change	7	$5.3M
Sterling Investment Management, LLC	3.17%	No change	7	$5.3M
Unconventional Investor, LLC	2.65%	New	7	$5.3M
Bright Financial Advisors, Inc.	2.58%	No change	7	$5.3M
Intelligent Financial Strategies	2.57%	No change	7	$5.3M
Iowa State Bank	1.00%	No change	7	$5.3M
SOA Wealth Advisors, LLC.	0.86%	No change	7	$5.3M
Mraz, Amerine & Associates, Inc.	0.82%	No change	7	$5.3M
Dimension Capital Management LLC	0.77%	No change	7	$5.3M
Alpine Bank Wealth Management	0.74%	No change	7	$5.3M
Bedel Financial Consulting, Inc.	0.67%	No change	7	$5.3M
Southeast Asset Advisors, LLC	0.57%	No change	7	$5.3M
Allen Capital Group, LLC	0.50%	No change	7	$5.3M
Northside Capital Management, LLC	0.48%	No change	7	$5.3M
Intrust Bank NA	0.44%	Add +133.3%	7	$5.3M
Clarius Group, LLC	0.31%	No change	7	$5.3M
Guyasuta Investment Advisors Inc.	0.30%	No change	7	$5.3M
First Horizon Corp.	0.25%	—	7	$5.3M
Equitable Trust Co.	0.24%	Reduce -12.5%	7	$5.3M
Klingenstein Fields & Co. LP	0.20%	No change	7	$5.3M
Chilton Capital Management LLC	0.18%	Add +600.0%	7	$5.3M
Robertson Stephens Wealth Management, LLC	0.16%	No change	7	$5.3M
Independent Advisor Alliance	0.14%	No change	7	$5.3M
Nicholas Hoffman & Company, LLC.	0.13%	No change	7	$5.3M
Parallel Advisors, LLC	0.10%	No change	7	$5.3M
Old National Bancorp	0.09%	No change	7	$5.3M
Tocqueville Asset Management L.P.	0.08%	No change	7	$5.3M
Stephens Inc.	0.07%	No change	7	$5.3M
Lido Advisors, LLC	0.02%	No change	7	$5.3M
Beddow Capital Management Inc.	2.01%	No change	7	$5.3M
TD Waterhouse Canada Inc.	0.03%	No change	7	$5.2M
Epacria Capital Partners, LLC	3.68%	No change	6	$4.5M
Allie Family Office LLC	2.15%	No change	6	$4.5M
Sunpointe, LLC	1.63%	Reduce -40.0%	6	$4.5M
KP Management LLC	1.59%	No change	6	$4.5M
Canopy Partners, LLC	1.51%	No change	6	$4.5M
Whitegate Investment Counselors, Inc.	1.49%	No change	6	$4.5M
Pine Harbor Wealth Management, LLC	1.45%	No change	6	$4.5M
Roberts Glore & Co. Inc.	1.24%	No change	6	$4.5M
Cadent Capital Advisors, LLC	1.20%	No change	6	$4.5M
IFC Advisors LLC	0.83%	No change	6	$4.5M
Northstar Group, Inc.	0.69%	No change	6	$4.5M
Cascade Financial Partners, LLC	0.52%	No change	6	$4.5M
Graves Light Lenhart Wealth, Inc.	0.50%	Reduce -14.3%	6	$4.5M
Parthenon LLC	0.50%	Reduce -14.3%	6	$4.5M
Avenir Corp.	0.47%	No change	6	$4.5M
First Business Financial Services, Inc.	0.42%	No change	6	$4.5M
Cardiff Park Advisors, LLC	0.35%	No change	6	$4.5M
Coastal Bridge Advisors, LLC	0.34%	No change	6	$4.5M
Patriot Investment Management Group, Inc.	0.30%	No change	6	$4.5M
North Star Investment Management Corp.	0.29%	No change	6	$4.5M
Principle Wealth Partners LLC	0.26%	No change	6	$4.5M
Goelzer Investment Management, Inc.	0.24%	No change	6	$4.5M
McKinley Carter Wealth Services, Inc.	0.24%	No change	6	$4.5M
Elm Partners Management LLC	0.23%	Add +20.0%	6	$4.5M
Blackhill Capital Inc.	0.22%	No change	6	$4.5M
HighPoint Advisor Group LLC	0.22%	No change	6	$4.5M
Gladstone Institutional Advisory LLC	0.17%	No change	6	$4.5M
Daymark Wealth Partners, LLC	0.15%	No change	6	$4.5M
Bragg Financial Advisors, Inc	0.15%	Reduce -14.3%	6	$4.5M
Ameritas Investment Partners, Inc.	0.14%	No change	6	$4.5M
Modern Wealth Management, LLC	0.09%	Reduce -100.0%	6	$4.5M
NorthRock Partners, LLC	0.08%	Add +500.0%	6	$4.5M
Blue Trust, Inc.	0.05%	Add +200.0%	6	$4.5M
Chevy Chase Trust Holdings, LLC	0.01%	Reduce -33.3%	6	$4.5M
Beaton Management Co. Inc.	2.06%	No change	6	$4.5M
Birinyi Associates Inc.	1.16%	No change	6	$4.5M
Hunter Perkins Capital Management, LLC	1.01%	No change	6	$4.5M
Vestor Capital, LLC	0.29%	Reduce -100.0%	6	$4.5M
Wedmont Private Capital	0.17%	No change	6	$4.5M
Nwam LLC	0.24%	No change	6	$4.4M
Townsend & Associates, Inc	0.42%	No change	6	$4.4M
RMR Capital Management, LLC	2.63%	No change	5	$3.8M
English Capital Management LLC	2.47%	No change	5	$3.8M
Navigoe, LLC	2.41%	Add +66.7%	5	$3.8M
Avondale Wealth Management	2.01%	No change	5	$3.8M
Murphy, Middleton, Hinkle & Parker, Inc.	1.84%	Reduce -16.7%	5	$3.8M
Dixon Fnancial Services, Inc.	1.72%	No change	5	$3.8M
Lumbard & Kellner, LLC	1.39%	No change	5	$3.8M
First International Bank & Trust	1.31%	No change	5	$3.8M
Bond & Devick Financial Network, Inc.	1.13%	No change	5	$3.8M
Valley Forge Investment Consultants Inc. Adv	1.10%	No change	5	$3.8M
Total Clarity Wealth Management, Inc.	1.00%	No change	5	$3.8M
Twelve Points Wealth Management LLC	0.94%	No change	5	$3.8M
Hilltop National Bank	0.93%	No change	5	$3.8M
Addison Advisors LLC	0.87%	No change	5	$3.8M
Blankinship & Foster, LLC	0.82%	No change	5	$3.8M
one8zero8, LLC	0.81%	No change	5	$3.8M
First National Bank & Trust Co. of Newtown	0.71%	No change	5	$3.8M
Delta Investment Management, LLC	0.68%	No change	5	$3.8M
Citizens National Bank Trust Department	0.67%	No change	5	$3.8M
Rbo & Co. LLC	0.59%	No change	5	$3.8M
Summit Asset Management, LLC	0.58%	No change	5	$3.8M
Tarbox Family Office, Inc.	0.55%	No change	5	$3.8M
Foundation Resource Management Inc.	0.54%	Add +25.0%	5	$3.8M
TFC Financial Management, Inc.	0.48%	No change	5	$3.8M
St. Louis Trust Co	0.47%	No change	5	$3.8M
Goldstein Advisors, LLC	0.46%	No change	5	$3.8M
Gryphon Financial Partners LLC	0.43%	No change	5	$3.8M
Aprio Wealth Management, LLC	0.38%	No change	5	$3.8M
MV Capital Management, Inc.	0.36%	No change	5	$3.8M
Richard C. Young & CO., LTD.	0.35%	No change	5	$3.8M
Amplius Wealth Advisors, LLC	0.33%	No change	5	$3.8M
Verity & Verity, LLC	0.30%	No change	5	$3.8M
Washington Trust Advisors, Inc.	0.29%	No change	5	$3.8M
Narwhal Capital Management	0.28%	No change	5	$3.8M
Pine Ridge Advisers LLC	0.26%	No change	5	$3.8M
NBT Bank, N.A.	0.25%	No change	5	$3.8M
Aureus Asset Management, LLC	0.25%	No change	5	$3.8M
Angeles Wealth Management, LLC	0.23%	No change	5	$3.8M
Jacobi Capital Management LLC	0.23%	No change	5	$3.8M
Kingswood Wealth Advisors, LLC	0.23%	No change	5	$3.8M
Aaron Wealth Advisors LLC	0.23%	No change	5	$3.8M
Osterweis Capital Management Inc.	0.22%	No change	5	$3.8M
Hills Bank & Trust Co	0.22%	No change	5	$3.8M
Sage Mountain Advisors LLC	0.22%	Reduce -16.7%	5	$3.8M
Main Street Research LLC	0.20%	No change	5	$3.8M
EverSource Wealth Advisors, LLC	0.15%	No change	5	$3.8M
CWA Asset Management Group, LLC	0.14%	No change	5	$3.8M
First Foundation Advisors	0.14%	No change	5	$3.8M
Joel Isaacson & Co., LLC	0.14%	No change	5	$3.8M
Avior Wealth Management, LLC	0.12%	No change	5	$3.8M
Callan Family Office, LLC	0.12%	No change	5	$3.8M
Signaturefd, LLC	0.06%	Add +400.0%	5	$3.8M
Confluence Investment Management LLC	0.05%	No change	5	$3.8M
Ballentine Partners, LLC	0.05%	No change	5	$3.8M
Kestra Private Wealth Services, LLC	0.05%	No change	5	$3.8M
Atria Investments, Inc	0.04%	No change	5	$3.8M
Benjamin Edwards Inc.	0.04%	No change	5	$3.8M
Mairs & Power Inc.	0.04%	No change	5	$3.8M
Merit Financial Group, LLC	0.03%	No change	5	$3.8M
Johnson Investment Counsel Inc.	0.03%	Reduce -28.6%	5	$3.8M
Westwood Holdings Group Inc.	0.03%	Reduce -16.7%	5	$3.8M
Fiera Capital Corp	0.01%	No change	5	$3.8M
Bank of Nova Scotia	0.01%	No change	5	$3.8M
BNP Paribas	0.11%	No change	5	$3.8M
Barlow Wealth Partners, LLC	0.41%	No change	5	$3.7M
Fullcircle Wealth LLC	1.29%	No change	5	$3.7M
University of Maryland Foundation, Inc.	57.08%	No change	4	$3.0M
Ulland Investment Advisors, LLC	2.29%	No change	4	$3.0M
Santa Monica Partners LP	1.77%	No change	4	$3.0M
Sage Investment Counsel LLC	3.34%	No change	4	$3.0M
Kennon-Green & Company, LLC	2.34%	No change	4	$3.0M
Muirfield Wealth Advisors LLC	2.24%	No change	4	$3.0M
Black Diamond Capital Management I, LLLP	2.01%	—	4	$3.0M
Aegis Wealth Management LLC	1.62%	No change	4	$3.0M
Fogel Capital Management, Inc.	1.40%	No change	4	$3.0M
Vawter Financial, Ltd.	1.37%	New	4	$3.0M
Ridgecrest Wealth Partners, LLC	1.36%	No change	4	$3.0M
Advantage Trust Co	1.36%	No change	4	$3.0M
Fortress Wealth Management, Inc.	1.34%	No change	4	$3.0M
LGL Partners, LLC	1.28%	No change	4	$3.0M
Bourne Lent Asset Management Inc.	1.07%	No change	4	$3.0M
Turim 21 Investimentos Ltda.	1.02%	No change	4	$3.0M
Quantessence Capital LLC	0.95%	New	4	$3.0M
Court Place Advisors, LLC	0.91%	No change	4	$3.0M
Meridian Investment Counsel Inc.	0.75%	No change	4	$3.0M
DeDora Capital, Inc.	0.73%	No change	4	$3.0M
Brooklyn FI, LLC	0.68%	Reduce -20.0%	4	$3.0M
Gibraltar Capital Management, Inc.	0.54%	No change	4	$3.0M
Manitou Investment Management Ltd.	0.53%	No change	4	$3.0M
Topsail Wealth Management, LLC	0.51%	Reduce -20.0%	4	$3.0M
Pettyjohn, Wood & White, Inc.	0.50%	No change	4	$3.0M
Heritage Investment Group, Inc.	0.48%	No change	4	$3.0M
Canal Capital Management, LLC	0.45%	No change	4	$3.0M
CFO4Life Group, LLC	0.44%	No change	4	$3.0M
CHICAGO TRUST Co NA	0.43%	No change	4	$3.0M
Capital Planning Advisors, LLC	0.41%	No change	4	$3.0M
Hendershot Investments Inc.	0.38%	No change	4	$3.0M
Occidental Asset Management, LLC	0.38%	No change	4	$3.0M
Marietta Wealth Management, LLC	0.37%	No change	4	$3.0M
Curated Wealth Partners LLC	0.36%	No change	4	$3.0M
Baxter Bros Inc.	0.35%	No change	4	$3.0M
Inscription Capital, LLC	0.33%	No change	4	$3.0M
Coastline Trust Co	0.32%	No change	4	$3.0M
Heritage Trust Co	0.32%	No change	6	$3.0M
Folger Nolan Fleming Douglas Capital Management, Inc.	0.31%	No change	4	$3.0M
Institute for Wealth Management, LLC.	0.31%	No change	4	$3.0M
American National Bank & Trust	0.30%	No change	4	$3.0M
MASTERINVEST Kapitalanlage GmbH	0.29%	No change	4	$3.0M
Nadler Financial Group, Inc.	0.29%	No change	4	$3.0M
Johnson Financial Group, LLC	0.28%	No change	4	$3.0M
Kwmg, LLC	0.26%	No change	4	$3.0M
Summit Financial Strategies, Inc.	0.26%	No change	4	$3.0M
Callahan Advisors, LLC	0.26%	No change	4	$3.0M
One Day In July LLC	0.26%	Add +300.0%	4	$3.0M
Schaper Benz & Wise Investment Counsel Inc.	0.22%	No change	4	$3.0M
CORDA Investment Management, LLC.	0.21%	No change	4	$3.0M
First Interstate Bank	0.17%	No change	4	$3.0M
Prosperity Consulting Group, LLC	0.15%	No change	4	$3.0M
Spire Wealth Management	0.10%	No change	4	$3.0M
Palisade Capital Management, LP	0.09%	No change	4	$3.0M
Freestone Capital Holdings, LLC	0.09%	Add +100.0%	4	$3.0M
Becker Capital Management Inc.	0.09%	No change	4	$3.0M
Wesbanco Bank Inc.	0.08%	No change	4	$3.0M
Snowden Capital Advisors LLC	0.08%	No change	4	$3.0M
GRIMES & Co WEALTH MANAGEMENT, LLC	0.07%	No change	4	$3.0M
CreativeOne Wealth, LLC	0.07%	No change	4	$3.0M
Mgo One Seven LLC	0.07%	Add +300.0%	4	$3.0M
Evoke Wealth, LLC	0.06%	No change	4	$3.0M
Donor Advised Charitable Giving, Inc.	0.06%	No change	4	$3.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	0.06%	No change	4	$3.0M
Sagespring Wealth Partners, LLC	0.06%	No change	4	$3.0M
Crawford Investment Counsel Inc.	0.05%	No change	4	$3.0M
Foundations Investment Advisors, LLC	0.04%	Add +33.3%	4	$3.0M
Pinnacle Associates Ltd.	0.04%	No change	4	$3.0M
Advisors Capital Management, LLC	0.04%	No change	4	$3.0M
Flossbach Von Storch SE	0.01%	No change	4	$3.0M
Aristotle Capital Management, LLC	0.01%	No change	4	$3.0M
1832 Asset Management L.P.	0.01%	No change	4	$3.0M
Prudential Financial Inc.	0.00%	No change	4	$3.0M
AQR Capital Management	0.00%	No change	4	$3.0M
Dodge & Cox	0.00%	No change	4	$3.0M
Dimensional Fund Advisors LP	0.00%	No change	4	$3.0M
RK Asset Management, LLC	2.74%	No change	4	$3.0M
Janus Henderson Group PLC	0.00%	Add +33.3%	4	$3.0M
NorthCrest Asset Manangement, LLC	0.07%	No change	4	$3.0M
Jones Financial Companies LLLP	0.00%	No change	4	$3.0M
Financial Management Network Inc.	0.50%	No change	4	$3.0M
Canvas Wealth Advisors, LLC	0.55%	No change	4	$3.0M
First National Corp. /Ma/	0.57%	No change	4	$3.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP	0.03%	No change	4	$2.9M
DekaBank Deutsche Girozentrale	0.00%	No change	4	$2.9M
Mitchell McLeod Pugh & Williams Inc.	0.46%	No change	4	$2.9M
Vista Capital Partners, Inc.	0.28%	Reduce -0.7%	5,413	$2.7M
Natural Investments, LLC	0.67%	Add +118800.0%	2,378	$2.7M
Mosaic Financial Group, LLC	1.61%	No change	3	$2.3M
Asset Allocation & Management Company, LLC	0.96%	No change	3	$2.3M
First PREMIER Bank	0.51%	No change	3	$2.3M
Am Investment Strategies LLC	0.49%	No change	3	$2.3M
Steginsky Capital LLC	0.42%	No change	3	$2.3M
Sentinel Trust Co. Lba	0.23%	No change	3	$2.3M
Boston Family Office LLC	0.14%	No change	3	$2.3M
Reynders McVeigh Capital Management, LLC	0.11%	No change	3	$2.3M
Thrivent Financial for Lutherans	0.00%	No change	3	$2.3M
Broyhill Asset Management, LLC	1.98%	No change	3	$2.3M
RoundAngle Advisors LLC	1.75%	No change	3	$2.3M
Hoese & Co LLP	1.73%	No change	3	$2.3M
Eschler Asset Management LLP	1.68%	New	3	$2.3M
Morey & Quinn Wealth Partners, LLC	1.67%	No change	3	$2.3M
Holcombe Financial, Inc.	1.58%	No change	3	$2.3M
Exchange Bank	1.57%	No change	3	$2.3M
Royal Capital Wealth Management, LLC	1.39%	No change	3	$2.3M
Fortitude Advisory Group L.L.C.	1.22%	No change	3	$2.3M
Maltin Wealth Management, Inc.	0.94%	No change	3	$2.3M
Silver Lake Advisory, LLC	0.90%	No change	3	$2.3M
Kings Path Partners LLC	0.83%	No change	3	$2.3M
Montgomery Investment Management Inc.	0.80%	No change	3	$2.3M
Spectrum Asset Management, Inc. (NB/CA)	0.80%	No change	3	$2.3M
Wealth Advisors of Iowa, LLC	0.77%	No change	3	$2.3M
Mma Asset Management LLC	0.76%	Add +50.0%	3	$2.3M
Cambridge Financial Group, LLC	0.73%	Reduce -25.0%	3	$2.3M
East Coast Asset Management, LLC.	0.71%	No change	3	$2.3M
McMill Wealth Management	0.64%	No change	3	$2.3M
Bank of New Hampshire	0.52%	No change	3	$2.3M
HFR Wealth Management, LLC	0.52%	No change	3	$2.3M
3Chopt Investment Partners, LLC	0.51%	Reduce -25.0%	3	$2.3M
Cypress Point Wealth Management, LLC	0.46%	No change	3	$2.3M
Atlas Legacy Advisors, LLC	0.44%	No change	3	$2.3M
Childress Capital Advisors, LLC	0.41%	No change	3	$2.3M
Beverly Hills Private Wealth, LLC	0.40%	No change	3	$2.3M
Peak Asset Management, LLC	0.40%	Reduce -40.0%	3	$2.3M
Fourpath Capital Management, LLC	0.32%	No change	3	$2.3M
Live Oak Private Wealth LLC	0.32%	No change	3	$2.3M
Fort Sheridan Advisors LLC	0.30%	No change	3	$2.3M
Philip James Wealth Mangement, LLC	0.27%	No change	3	$2.3M
Archford Capital Strategies, LLC	0.27%	No change	3	$2.3M
Schneider Downs Wealth Management Advisors, LP	0.27%	No change	3	$2.3M
Fiducient Advisors LLC	0.26%	Add +50.0%	3	$2.3M
Clark Asset Management, LLC	0.26%	Add +200.0%	3	$2.3M
Middleton & Co. Inc.	0.24%	No change	3	$2.3M
Suncoast Equity Management	0.23%	No change	3	$2.3M
Webster Bank, N. A.	0.22%	No change	3	$2.3M
Marks Group Wealth Management, Inc	0.21%	No change	3	$2.3M
JNBA Financial Advisors	0.21%	No change	3	$2.3M
Knollwood Investment Advisory, LLC	0.20%	No change	3	$2.3M
XML Financial, LLC	0.18%	No change	3	$2.3M
Fidelis Capital Partners, LLC	0.18%	No change	3	$2.3M
Edgemoor Investment Advisors, Inc.	0.18%	No change	3	$2.3M
Atom Investors LP	0.17%	No change	3	$2.3M
Sfmg, LLC	0.16%	Reduce -25.0%	3	$2.3M
Kanawha Capital Management LLC	0.16%	No change	3	$2.3M
BTC Capital Management, Inc.	0.16%	Reduce -25.0%	3	$2.3M
Howe & Rusling Inc.	0.16%	No change	3	$2.3M
Cantor Fitzgerald Investment Advisors L.P.	0.15%	No change	3	$2.3M
Icon Wealth Advisors, LLC	0.15%	No change	3	$2.3M
FAS Wealth Partners, Inc.	0.15%	No change	3	$2.3M
Maple Capital Management, Inc.	0.15%	No change	3	$2.3M
BBR Partners, LLC	0.13%	No change	3	$2.3M
Oxford Financial Group, LTD. LLC	0.13%	No change	3	$2.3M
Cyndeo Wealth Partners, LLC	0.13%	No change	3	$2.3M
Stratos Wealth Advisors, LLC	0.11%	No change	3	$2.3M
Integrity Alliance, Llc.	0.11%	Reduce -40.0%	3	$2.3M
Heritage Wealth Advisors	0.10%	No change	3	$2.3M
Zhang Financial LLC	0.09%	No change	3	$2.3M
First Merchants Corp.	0.09%	No change	3	$2.3M
Calamos Wealth Management LLC	0.08%	No change	3	$2.3M
Larson Financial Group LLC	0.08%	Add +50.0%	3	$2.3M
Americana Partners, LLC	0.07%	No change	3	$2.3M
Dynamic Advisor Solutions LLC	0.07%	No change	3	$2.3M
Boston Common Asset Management, LLC	0.06%	No change	3	$2.3M
Associated Banc-Corp	0.06%	No change	3	$2.3M
Chicago Capital, LLC	0.06%	No change	3	$2.3M
Clarkston Capital Partners, LLC	0.05%	Reduce -50.0%	3	$2.3M
Axxcess Wealth Management, LLC	0.05%	No change	3	$2.3M
Mission Wealth Management, LP	0.05%	No change	3	$2.3M
Farther Finance Advisors, LLC	0.03%	No change	3	$2.3M
Stratos Wealth Partners, LTD.	0.03%	No change	3	$2.3M
Boston Trust Walden Corp	0.02%	No change	3	$2.3M
Schonfeld Strategic Advisors LLC	0.02%	Reduce -62.5%	3	$2.3M
Edgewood Management LLC	0.01%	No change	3	$2.3M
Kayne Anderson Rudnick Investment Management LLC	0.01%	No change	3	$2.3M
First Trust Advisors LP	0.00%	No change	3	$2.3M
Envestnet Asset Management Inc.	0.00%	Reduce -72.7%	3	$2.3M
360 Financial, Inc.	0.55%	Reduce -2.5%	3,408	$1.7M
SkyOak Wealth, LLC	0.30%	No change	2	$1.6M
Wiser Advisor Group LLC	1.88%	No change	2	$1.5M
FinDec Wealth Services, Inc.	1.56%	No change	2	$1.5M
Aldebaran Capital, LLC	1.39%	No change	2	$1.5M
Davis Wealth Advisors, LLC	1.35%	Reduce -33.3%	2	$1.5M
NorthLanding Financial Partners, LLC	1.26%	No change	2	$1.5M
North Berkeley Wealth Management, LLC	1.19%	No change	2	$1.5M
Rexford Capital Inc.	1.17%	No change	2	$1.5M
Bantamac Capital, LLC	1.14%	No change	2	$1.5M
Alpha Advisors, LLC	1.13%	No change	2	$1.5M
Clayton Financial Group LLC	1.10%	No change	2	$1.5M
American Alpha Advisors, LLC	1.09%	Reduce -33.3%	2	$1.5M
LongView Asset Management LLC	1.04%	No change	2	$1.5M
Blodgett Wealth Advisors, LLC	1.04%	No change	2	$1.5M
Crew Capital Management, Ltd	1.01%	No change	2	$1.5M
Orleans Capital Management Corp.	0.97%	No change	2	$1.5M
Stonekeep Investments, LLC	0.96%	No change	2	$1.5M
Financial Alternatives, Inc	0.91%	No change	2	$1.5M
Farrow Financial, Inc.	0.88%	No change	2	$1.5M
Stephenson & Company, Inc.	0.87%	No change	2	$1.5M
Brooks, Moore & Associates, Inc.	0.76%	No change	2	$1.5M
HRC Wealth Management, LLC	0.74%	No change	2	$1.5M
Epiq Partners, LLC	0.74%	No change	2	$1.5M
Forte Asset Management LLC	0.73%	No change	2	$1.5M
Wimmer Associates 1, LLC	0.73%	No change	2	$1.5M
Sterneck Capital Management, LLC	0.70%	No change	2	$1.5M
Twin Lakes Capital Management, LLC	0.70%	No change	2	$1.5M
Game Plan Financial Advisors, LLC	0.69%	No change	2	$1.5M
Melone Private Wealth, LLC	0.68%	No change	2	$1.5M
New Perspectives, Inc	0.68%	No change	2	$1.5M
Chelsea Counsel Co.	0.67%	No change	2	$1.5M
Financial Avengers, Inc.	0.65%	No change	2	$1.5M
Independent Family Office, LLC	0.64%	No change	2	$1.5M
Accent Capital Management, LLC	0.63%	No change	2	$1.5M
Bernard Wealth Management Corp.	0.63%	No change	2	$1.5M
Seneca House Advisors	0.61%	No change	2	$1.5M
Sellwood Investment Partners LLC	0.60%	No change	2	$1.5M
waypoint wealth counsel	0.60%	No change	2	$1.5M
Wealthstar Advisors, LLC	0.59%	No change	2	$1.5M
Bryant Woods Investment Advisors, LLC	0.59%	No change	2	$1.5M
Landmark Wealth Management, Inc.	0.59%	No change	2	$1.5M
Wealth Quarterback LLC	0.58%	No change	2	$1.5M
Thomas Story & Son LLC	0.55%	No change	2	$1.5M
Boothe Investment Group, Inc.	0.55%	No change	2	$1.5M
Sharper & Granite LLC	0.54%	No change	2	$1.5M
Long Road Investment Counsel, LLC	0.53%	No change	2	$1.5M
Waterford Advisors, LLC	0.52%	Reduce -100.0%	2	$1.5M
RBA Wealth Management, LLC	0.52%	No change	2	$1.5M
Benson Investment Management Company, Inc.	0.52%	No change	2	$1.5M
NWK Group, Inc.	0.51%	No change	2	$1.5M
44 Wealth Management LLC	0.51%	No change	2	$1.5M
StrongBox Wealth, LLC	0.51%	No change	2	$1.5M
Private Client Services, LLC	0.50%	No change	2	$1.5M
Jackson, Grant Investment Advisers, Inc.	0.50%	No change	2	$1.5M
Next Capital Management LLC	0.50%	No change	2	$1.5M
Robinswood Financial LLC	0.50%	No change	2	$1.5M
Omnia Family Wealth, LLC	0.49%	No change	2	$1.5M
Independent Wealth Network Inc.	0.49%	No change	2	$1.5M
Cove Private Wealth, LLC	0.48%	No change	2	$1.5M
Creative Capital Management Investments LLC	0.48%	No change	2	$1.5M
Liberty Square Wealth Partners LLC	0.47%	No change	2	$1.5M
Vance Wealth, LLC	0.46%	No change	2	$1.5M
Family Legacy, Inc.	0.46%	No change	2	$1.5M
Crown Wealth Group, LLC	0.45%	Reduce -33.3%	2	$1.5M
Regimen Wealth, LLC	0.45%	No change	2	$1.5M
SRH Advisors, LLC	0.44%	No change	2	$1.5M
Carr Financial Group Corp	0.41%	No change	2	$1.5M
Snider Financial Group	0.41%	No change	2	$1.5M
Fischer Financial Services, Inc.	0.41%	No change	2	$1.5M
Highline Wealth Partners LLC	0.41%	No change	2	$1.5M
Freedom Investment Management, Inc.	0.40%	New	2	$1.5M
Hurlow Wealth Management Group, Inc.	0.39%	No change	2	$1.5M
Bill Few Associates, Inc.	0.39%	No change	2	$1.5M
Pacific Center for Financial Services	0.38%	No change	2	$1.5M
Monument Capital Management	0.38%	No change	2	$1.5M
Seven Springs Wealth Group, LLC	0.37%	No change	2	$1.5M
Cornerstone Wealth Advisors, Inc.	0.37%	No change	2	$1.5M
Venator Management LLC	0.36%	No change	2	$1.5M
WealthBridge Capital Management, LLC	0.35%	No change	2	$1.5M
Triangle Securities Wealth Management	0.34%	No change	2	$1.5M
Tradewinds Capital Management, LLC	0.34%	No change	2	$1.5M
Element Pointe Advisors, LLC	0.32%	No change	2	$1.5M
Auxano Advisors, LLC	0.32%	New	2	$1.5M
Schwarz Dygos Wheeler Investment Advisors LLC	0.32%	Reduce -60.0%	2	$1.5M
Hamilton Wealth, LLC	0.31%	No change	2	$1.5M
Regent Peak Wealth Advisors LLC	0.30%	—	2	$1.5M
Interchange Capital Partners, LLC	0.30%	No change	2	$1.5M
JFG Wealth Management, LLC	0.30%	No change	2	$1.5M
Okabena Investment Services Inc.	0.29%	No change	2	$1.5M
Sage Rhino Capital LLC	0.29%	No change	2	$1.5M
Milestone Asset Management, LLC	0.29%	Add +100.0%	2	$1.5M
Harfst & Associates, Inc.	0.28%	No change	2	$1.5M
Wealth Alliance Advisory Group, LLC	0.27%	No change	2	$1.5M
Ritter Daniher Financial Advisory LLC / DE	0.27%	No change	2	$1.5M
Clearstead Trust, LLC	0.26%	No change	2	$1.5M
Citizens Business Bank	0.25%	No change	2	$1.5M
Northwest Wealth Management, LLC	0.25%	No change	2	$1.5M
Ignite Planners, LLC	0.25%	No change	2	$1.5M
Asset Management Group, Inc.	0.25%	No change	2	$1.5M
Allied Investment Advisors, LLC	0.24%	No change	2	$1.5M
True North Advisors, LLC	0.24%	No change	2	$1.5M
Fortis Capital Advisors, LLC	0.24%	No change	2	$1.5M
Mountain Pacific Investment Advisers LLC	0.24%	No change	2	$1.5M
Cohen Capital Management, Inc.	0.24%	No change	2	$1.5M
Catalyst Funds Management Pty Ltd	0.23%	New	2	$1.5M
Capital Advantage, Inc.	0.23%	No change	2	$1.5M
WealthPLAN Partners, LLC	0.23%	No change	2	$1.5M
Kelman-Lazarov, Inc.	0.22%	No change	2	$1.5M
Human Investing LLC	0.22%	No change	2	$1.5M
Ironwood Investment Counsel, LLC	0.22%	No change	2	$1.5M
First Pacific Financial	0.21%	No change	2	$1.5M
CRA Financial Services, LLC	0.21%	No change	2	$1.5M
Parker Investment Management, LLC	0.21%	No change	2	$1.5M
Cadinha & Co. LLC	0.20%	No change	2	$1.5M
O'Brien Wealth Partners LLC	0.20%	No change	2	$1.5M
Evolution Wealth Advisors, LLC	0.20%	No change	2	$1.5M
Alaska Wealth Advisors, LLC	0.20%	No change	2	$1.5M
CVA Family Office, LLC	0.19%	No change	2	$1.5M
Premier Path Wealth Partners, LLC	0.19%	No change	2	$1.5M
Lee Financial Co	0.19%	Add +100.0%	2	$1.5M
Sheets Smith Wealth Management	0.17%	No change	2	$1.5M
Portland Global Advisors LLC	0.17%	No change	2	$1.5M
Biglari Capital Corp.	0.17%	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
LVW Advisors, LLC	0.16%	No change	2	$1.5M
Harbour Trust & Investment Management Co	0.16%	No change	2	$1.5M
Kohmann Bosshard Financial Services, LLC	0.15%	New	2	$1.5M
Trust Co. of Toledo NA	0.15%	No change	2	$1.5M
Octavia Wealth Advisors, LLC	0.15%	No change	2	$1.5M
Wealth Architects, LLC	0.14%	No change	2	$1.5M
CapWealth Advisors, LLC	0.14%	No change	2	$1.5M
Canandaigua National Bank & Trust Co.	0.13%	No change	2	$1.5M
FourThought Financial Partners, LLC	0.13%	Reduce -50.0%	2	$1.5M
Fiduciary Group, LLC	0.13%	No change	2	$1.5M
Quent Capital, LLC	0.13%	No change	2	$1.5M
TCV Trust & Wealth Management, Inc.	0.13%	Reduce -33.3%	2	$1.5M
Harbor Investment Advisory, LLC	0.12%	No change	2	$1.5M
Condor Capital Management	0.12%	No change	2	$1.5M
Rockwood Wealth Management, LLC	0.12%	No change	2	$1.5M
Capital Investment Advisory Services, LLC	0.12%	No change	2	$1.5M
RVW Wealth, LLC	0.12%	No change	2	$1.5M
Penobscot Investment Management Company, Inc.	0.12%	No change	2	$1.5M
Vicus Capital	0.12%	No change	2	$1.5M
ProVise Management Group, LLC	0.11%	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
Sound View Wealth Advisors Group, LLC	0.10%	No change	2	$1.5M
KMG Fiduciary Partners, LLC	0.10%	No change	2	$1.5M
Meritage Portfolio Management	0.10%	No change	2	$1.5M
Roundview Capital LLC	0.10%	No change	2	$1.5M
Thomasville National Bank	0.10%	No change	2	$1.5M
TCI Wealth Advisors, Inc.	0.09%	No change	2	$1.5M
Traynor Capital Management, Inc.	0.09%	New	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	0.08%	No change	2	$1.5M
SVB Wealth LLC	0.08%	No change	2	$1.5M
Bryn Mawr Trust Advisors, LLC	0.07%	No change	2	$1.5M
Ausdal Financial Partners, Inc.	0.07%	New	2	$1.5M
SouthState Bank Corp	0.07%	No change	2	$1.5M
First Western Trust Bank	0.07%	No change	2	$1.5M
Berkshire Asset Management LLC	0.06%	No change	2	$1.5M
GM Advisory Group, LLC	0.06%	No change	2	$1.5M
GHP Investment Advisors, Inc.	0.06%	No change	2	$1.5M
North Star Asset Management Inc.	0.06%	Add +100.0%	2	$1.5M
Waldron Private Wealth LLC	0.06%	No change	2	$1.5M
Belpointe Asset Management LLC	0.06%	No change	2	$1.5M
Azimuth Capital Investment Management LLC	0.05%	No change	2	$1.5M
SteelPeak Wealth, LLC	0.05%	No change	2	$1.5M
Quadrant Capital Group LLC	0.05%	No change	2	$1.5M
Burney Co./	0.05%	No change	2	$1.5M
Plancorp, LLC	0.05%	No change	2	$1.5M
Florida Trust Wealth Management Co	0.04%	No change	2	$1.5M
IFP Advisors, Inc	0.04%	Add +100.0%	2	$1.5M
Ashton Thomas Private Wealth, LLC	0.04%	No change	2	$1.5M
Scharf Investments, LLC	0.04%	No change	2	$1.5M
Independent Financial Group, LLC	0.04%	No change	2	$1.5M
Y-Intercept (Hong Kong) Ltd	0.04%	Reduce -91.3%	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%	No change	2	$1.5M
Flputnam Investment Management Co.	0.02%	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
Synovus Financial Corp.	0.02%	Reduce -33.3%	2	$1.5M
Focus Partners Advisor Solutions, LLC	0.02%	Reduce -50.0%	2	$1.5M
Vanguard Personalized Indexing Management, LLC	0.02%	No change	2	$1.5M
Orion Porfolio Solutions, LLC	0.01%	Reduce -33.3%	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
Mitsubishi UFJ Asset Management (UK) Ltd.	0.73%	Reduce -50.0%	2	$1.5M
Ogorek Anthony Joseph /NY/	0.43%	No change	2	$1.5M
Lester Murray Antman dba SimplyRich	0.41%	No change	2	$1.5M
Lathrop Investment Management Co.	0.28%	No change	2	$1.5M
Valley National Advisers Inc.	0.23%	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%	No change	2	$1.5M
Park Avenue Securities LLC	0.01%	Add +100.0%	2	$1.5M
National Bank of Canada	0.00%	No change	2	$1.5M
Phillips Wealth Planners LLC	1.25%	No change	2	$1.5M
Scott Capital Advisors, LLC	0.34%	No change	2	$1.5M
Westmount Partners, LLC	0.39%	No change	2	$1.5M
Key Financial Inc	0.28%	No change	2	$1.5M
TFB Advisors LLC	0.43%	No change	2	$1.5M
Cardinal Point Capital Management ULC	0.10%	No change	2	$1.5M
Waterfront Wealth Inc.	0.30%	No change	2	$1.5M
Chicago Partners Investment Group LLC	0.04%	No change	2	$1.4M
Net Worth Advisory Group	0.24%	No change	1	$843K
Iron Gate Global Advisors LLC	0.08%	No change	1	$755K
Portland Financial Advisors Inc	1.61%	No change	1	$754K
Riverview Trust Co	0.92%	No change	1	$754K
Wedgewood Investors Inc.	0.83%	No change	1	$754K
Objective Capital Management, LLC	0.78%	No change	1	$754K
Payne Capital LLC	0.76%	—	1	$754K
Cypress Capital Management LLC (WY)	0.76%	No change	1	$754K
Infinity Wealth Counsel, LLC	0.73%	No change	1	$754K
Rainier Family Wealth Inc.	0.67%	No change	1	$754K
Petros Family Wealth, LLC	0.63%	No change	1	$754K
ArborFi Advisors, LLC	0.61%	No change	1	$754K
Intrinsic Value Partners, LLC	0.61%	No change	1	$754K
Rede Wealth, LLC	0.59%	Reduce -99.5%	1	$754K
Eagle Bay Advisors LLC	0.59%	No change	1	$754K
Cushing Capital Partners, LLC	0.59%	No change	1	$754K
Investidor Profissional Gestao de Recursos Ltda.	0.59%	No change	1	$754K
Cornerstone Financial Group, LLC	0.58%	No change	1	$754K
Barnett & Company, Inc.	0.58%	No change	1	$754K
Orca Wealth Management, LLC	0.57%	No change	1	$754K
Cathy Pareto & Associates, Inc.	0.57%	No change	1	$754K
Collier Financial	0.57%	—	1	$754K
Magnolia Private Wealth, LLC	0.55%	No change	1	$754K
Perissos Private Wealth Management, LLC	0.55%	No change	1	$754K
SwitchPoint Financial Planning, LLC	0.55%	No change	1	$754K
Farley Capital L.P.	0.54%	No change	1	$754K
Pine Haven Investment Counsel, Inc	0.54%	New	1	$754K
Pin Oak Investment Advisors Inc.	0.54%	No change	1	$754K
Cross Staff Investments Inc	0.53%	No change	1	$754K
Laraway Financial Advisors Inc	0.51%	New	1	$754K
BCO Wealth Management LLC	0.50%	New	1	$754K
American Institute for Advanced Investment Management, LLP	0.49%	No change	1	$754K
Momentous Wealth Management, Inc.	0.48%	No change	1	$754K
Terra Nova Asset Management LLC	0.48%	No change	1	$754K
Pacific Wealth Strategies Group, Inc.	0.46%	No change	1	$754K
Cascade Investment Advisors, Inc.	0.46%	No change	1	$754K
Swisher Financial Concepts, Inc.	0.45%	No change	1	$754K
Wealth Preservation Advisors, LLC	0.44%	No change	1	$754K
Presper Financial Architects, LLC	0.44%	No change	1	$754K
Tilia Fiduciary Partners, Inc.	0.44%	No change	1	$754K
Councilmark Asset Management, LLC	0.43%	No change	1	$754K
Fortis Advisors, LLC	0.43%	No change	1	$754K
Base Wealth Management LLC	0.43%	No change	1	$754K
Corsicana & Co.	0.42%	—	1	$754K
Visionary Horizons, LLC	0.42%	No change	1	$754K
Sprinkle Financial Consultants LLC	0.42%	No change	1	$754K
Clarity Capital Advisors, LLC	0.41%	No change	1	$754K
Pullen Investment Management, LLC	0.41%	No change	1	$754K
CoreFirst Bank & Trust	0.41%	No change	1	$754K
Hall Kathryn A.	0.41%	No change	1	$754K
Hyperion Capital Advisors LP	0.40%	No change	1	$754K
MN Wealth Advisors, LLC	0.40%	No change	1	$754K
Matrix Private Capital Group LLC	0.40%	No change	1	$754K
Novak & Powell Financial Services, Inc.	0.40%	No change	1	$754K
Mendel Capital Management LLC	0.40%	No change	1	$754K
Lantern Wealth Advisors, LLC	0.39%	No change	1	$754K
Tenret Co LLC	0.39%	No change	1	$754K
Pinnacle Wealth Management Group, Inc.	0.39%	No change	1	$754K
McCarter Private Wealth Services LLC	0.39%	No change	1	$754K
Latko Wealth Management, Ltd.	0.38%	No change	1	$754K
Harrington Investments, INC	0.38%	No change	1	$754K
Capital Wealth Alliance, LLC	0.37%	No change	1	$754K
Sterling Group Wealth Management, LLC	0.37%	No change	1	$754K
Meritas Wealth Management, LLC	0.37%	No change	1	$754K
Chronos Wealth Management, LLC	0.37%	No change	1	$754K
Financial Futures Ltd Liability Co.	0.37%	No change	1	$754K
FF Advisors,LLC	0.36%	No change	1	$754K
Armstrong, Fleming & Moore, Inc	0.36%	No change	1	$754K
Regency Capital Management Inc.\DE	0.36%	No change	1	$754K
Kilter Group LLC	0.36%	No change	1	$754K
Kapstone Financial Advisors LLC	0.36%	No change	1	$754K
Tandem Capital Management Corp.	0.35%	No change	1	$754K
Marshall & Sullivan Inc.	0.35%	No change	1	$754K
AAF Wealth Management, LLC	0.34%	No change	1	$754K
Legal Advantage Investments, Inc.	0.34%	No change	1	$754K
PFG Private Wealth Management, LLC	0.34%	New	1	$754K
Integrity Wealth Solutions LLC	0.34%	No change	1	$754K
Arcus Capital Partners, LLC	0.33%	No change	1	$754K
Harbour Investment Management LLC	0.33%	No change	1	$754K
Cherry Creek Investment Advisors, Inc.	0.33%	No change	1	$754K
Caldwell Sutter Capital, Inc.	0.32%	No change	1	$754K
BlueChip Wealth Advisors LLC	0.32%	No change	1	$754K
Ridgepath Capital Management LLC	0.32%	No change	1	$754K
Pavion Blue Capital, LLC	0.32%	No change	1	$754K
Greykasell Wealth Strategies, Inc.	0.32%	No change	1	$754K
Autumn Glory Partners, LLC	0.31%	No change	1	$754K
Strathmore Capital Advisors, Inc.	0.31%	No change	1	$754K
Northstar Advisory Group, LLC	0.31%	No change	1	$754K
Arrowroot Family Office, LLC	0.30%	No change	1	$754K
Arcadia Wealth Management, LLC	0.30%	No change	1	$754K
Hall Capital Management Co. Inc.	0.30%	No change	1	$754K
TCFG Wealth Management, LLC	0.30%	No change	1	$754K
Murphy Pohlad Asset Management LLC	0.30%	No change	1	$754K
Hanover Advisors Inc.	0.29%	No change	1	$754K
River Street Advisors LLC	0.29%	No change	1	$754K
Plum Street Advisors, LLC	0.29%	No change	1	$754K
Wealthedge Investment Advisors, LLC	0.29%	No change	1	$754K
First Dallas Securities Inc.	0.28%	No change	1	$754K
Heritage Oak Wealth Advisors LLC	0.28%	New	1	$754K
Excalibur Management Corp.	0.27%	No change	1	$754K
Glass Jacobson Investment Advisors llc	0.27%	No change	1	$754K
Midwest Heritage Bank, FSB	0.27%	No change	1	$754K
Powell Investment Advisors, LLC	0.26%	No change	1	$754K
GFG Capital, LLC	0.26%	No change	1	$754K
Silver Coast Investments LLC	0.26%	No change	1	$754K
Encompass Wealth Advisors, LLC	0.26%	No change	1	$754K
Gen-Wealth Partners Inc	0.25%	No change	1	$754K
jvl associates llc	0.25%	No change	1	$754K
Lountzis Asset Management, LLC	0.25%	No change	1	$754K
Quaker Wealth Management, LLC	0.25%	No change	1	$754K
Nia Impact Advisors, LLC	0.25%	No change	1	$754K
Oak Family Advisors, LLC	0.24%	No change	1	$754K
Core Wealth Management, Inc.	0.24%	No change	1	$754K
Pegasus Asset Management, Inc.	0.24%	No change	1	$754K
Sterling Investment Counsel, LLC	0.24%	New	1	$754K
Jeppson Wealth Management, LLC	0.24%	No change	1	$754K
Congress Park Capital LLC	0.23%	No change	1	$754K
Brady Family Wealth, LLC	0.23%	No change	1	$754K
Colton Groome Financial Advisors, LLC	0.23%	No change	1	$754K
Indiana Trust & Investment Management Co	0.23%	No change	1	$754K
Kercheville Advisors, LLC	0.23%	No change	1	$754K
Impact Capital Partners LLC	0.23%	No change	1	$754K
Atlas Brown,Inc.	0.22%	No change	1	$754K
Van Strum & Towne Inc.	0.22%	No change	1	$754K
Westend Capital Management, LLC	0.22%	No change	1	$754K
Windsor Capital Management, LLC	0.21%	No change	1	$754K
Narus Financial Partners, LLC	0.21%	New	1	$754K
LongView Wealth Management	0.20%	No change	1	$754K
Measured Wealth Private Client Group, LLC	0.20%	No change	1	$754K
Integral Investment Advisors, Inc.	0.20%	No change	1	$754K
Quaker Capital Investments, LLC	0.20%	No change	1	$754K
BridgePort Financial Solutions, LLC	0.20%	No change	1	$754K
Xcel Wealth Management, LLC	0.20%	No change	1	$754K
Flagstone Financial Management	0.20%	No change	1	$754K
Steamboat Capital Partners, LLC	0.20%	No change	1	$754K
TriaGen Wealth Management LLC	0.20%	No change	1	$754K
Parisi Gray Wealth Management	0.20%	No change	1	$754K
Paragon Advisors, LLC	0.19%	No change	1	$754K
Strategic Family Wealth Counselors, L.L.C.	0.19%	No change	1	$754K
Aspen Capital Management, LLC	0.19%	No change	1	$754K
D.B. Root & Company, LLC	0.19%	No change	1	$754K
Iat Reinsurance Co. LTD.	0.19%	No change	1	$754K
G2 Capital Management, LLC / Oh	0.19%	No change	1	$754K
Abound Wealth Management	0.19%	No change	1	$754K
RDA Financial Network	0.19%	No change	1	$754K
Monarch Capital Management Inc.	0.18%	No change	1	$754K
Integris Wealth Management, LLC	0.18%	No change	1	$754K
Timber Creek Capital Management LLC	0.18%	No change	1	$754K
Lorne Steinberg Wealth Management Inc.	0.18%	No change	1	$754K
American Investment Services, Inc.	0.18%	No change	1	$754K
Advus Financial Partners, LLC	0.18%	No change	1	$754K
Cordatus Wealth Management LLC	0.18%	No change	1	$754K
Founders Grove Wealth Partners, LLC	0.18%	No change	1	$754K
Alpine Woods Capital Investors, LLC	0.18%	No change	1	$754K
Herold Advisors, Inc.	0.17%	Reduce -50.0%	1	$754K
Barry Investment Advisors, LLC	0.17%	No change	1	$754K
Gitterman Wealth Management, LLC	0.17%	No change	1	$754K
Centurion Wealth Management LLC	0.17%	No change	1	$754K
Plimoth Trust Co. LLC	0.17%	No change	1	$754K
Nvwm, LLC	0.17%	No change	1	$754K
Madrona Financial Services, LLC	0.17%	No change	1	$754K
Noble Family Wealth, LLC	0.17%	No change	1	$754K
Keystone Wealth Services, LLC	0.16%	No change	1	$754K
United American Securities Inc. (d/b/a UAS Asset Management)	0.16%	No change	1	$754K
Headinvest, LLC	0.16%	No change	1	$754K
Annis Gardner Whiting Capital Advisors, LLC	0.16%	No change	1	$754K
High Falls Advisors, Inc	0.16%	No change	1	$754K
Whalerock Point Partners, LLC	0.15%	No change	1	$754K
Cranbrook Wealth Management, LLC	0.15%	No change	1	$754K
Clare Market Investments LLC	0.15%	No change	1	$754K
Sachem Hill LLC	0.15%	No change	1	$754K
Shorepoint Capital Partners LLC	0.15%	—	1	$754K
Marshall Financial Group, LLC	0.15%	No change	1	$754K
FLC Capital Advisors	0.15%	No change	1	$754K
Chemistry Wealth Management LLC	0.15%	No change	1	$754K
Lafayette Investments, Inc.	0.14%	No change	1	$754K
Perkins Coie Trust Co	0.14%	No change	1	$754K
Heron Bay Capital Management	0.14%	No change	1	$754K
Carrera Capital Advisors	0.14%	No change	1	$754K
Greenspring Advisors, LLC	0.13%	—	1	$754K
Amarillo National Bank	0.13%	No change	1	$754K
Martel Wealth Advisors LLC	0.13%	No change	1	$754K
Cornerstone Advisors Asset Management, LLC	0.13%	New	1	$754K
Knightsbridge Asset Management, LLC	0.13%	No change	1	$754K
Integrated Investment Consultants, LLC	0.13%	No change	1	$754K
First Bank & Trust	0.13%	No change	1	$754K
Aspen Grove Capital, LLC	0.13%	No change	1	$754K
American Money Management, LLC	0.13%	No change	1	$754K
West Financial Advisors, LLC	0.12%	No change	1	$754K
Earned Wealth Advisors, LLC	0.12%	No change	1	$754K
Seven Mile Advisory	0.12%	No change	1	$754K
Bell Investment Advisors, Inc	0.12%	No change	1	$754K
SC&H Financial Advisors, Inc.	0.12%	No change	1	$754K
Woodard & Co. Asset Management Group Inc.	0.12%	No change	1	$754K
SeaBridge Investment Advisors LLC	0.12%	No change	1	$754K
Schnieders Capital Management, Llc.	0.12%	—	1	$754K
Werba Rubin Papier Wealth Management	0.12%	No change	1	$754K
Founders Capital Management, LLC	0.12%	No change	1	$754K
Harbor Advisors LLC	0.12%	No change	1	$754K
Acorn Financial Advisory Services Inc.	0.12%	No change	1	$754K
Eagle Rock Investment Company, LLC	0.11%	No change	1	$754K
Ellenbecker Investment Group	0.11%	No change	1	$754K
Stanley-Laman Group, Ltd.	0.11%	No change	1	$754K
Biltmore Family Office, LLC	0.11%	No change	1	$754K
Debussy Capital Management LP	0.11%	No change	1	$754K
Financial Consulate, Inc.	0.11%	New	1	$754K
Gratus Wealth Advisors, LLC	0.11%	No change	1	$754K
Oarsman Capital, Inc.	0.11%	No change	1	$754K
Concord Wealth Partners	0.10%	No change	1	$754K
Meridian Wealth Partners, LLC	0.10%	No change	1	$754K
SJS Investment Consulting Inc.	0.10%	No change	1	$754K
Versant Capital Management, Inc	0.10%	No change	1	$754K
Lake Street Private Wealth, LLC	0.10%	No change	1	$754K
Gilbert & Cook, Inc.	0.10%	No change	1	$754K
Johnson Bixby & Associates, LLC	0.10%	No change	1	$754K
Twin Focus Capital Partners, LLC	0.10%	No change	1	$754K
Strid Group, LLC	0.10%	No change	1	$754K
Arbor Investment Advisors, LLC	0.10%	No change	1	$754K
Financial Partners Group, Inc	0.09%	No change	1	$754K
Rodgers Brothers Inc.	0.09%	No change	1	$754K
1834 Investment Advisors Co.	0.09%	No change	1	$754K
Howard Financial Services, LTD.	0.09%	No change	1	$754K
Hill Investment Group Partners, LLC	0.09%	No change	1	$754K
RTD Financial Advisors, Inc.	0.09%	No change	1	$754K
Greatmark Investment Partners, Inc.	0.09%	No change	1	$754K
Cypress Capital Group	0.09%	No change	1	$754K
Quadcap Wealth Management, LLC	0.09%	No change	1	$754K
Alley Investment Management Company, LLC	0.09%	No change	1	$754K
HHM Wealth Advisors, LLC	0.09%	No change	1	$754K
Altfest L J & Co. Inc.	0.08%	No change	1	$754K
Night Owl Capital Management, LLC	0.08%	No change	1	$754K
Onyx Bridge Wealth Group LLC	0.08%	New	1	$754K
Red Door Wealth Management, LLC	0.08%	No change	1	$754K
Continuum Advisory, LLC	0.08%	No change	1	$754K
Relyea Zuckerberg Hanson LLC	0.08%	No change	1	$754K
Spirepoint Private Client, LLC	0.08%	No change	1	$754K
Financial Management Professionals, Inc.	0.08%	No change	1	$754K
Wealth Alliance, LLC	0.08%	No change	1	$754K
TRUE Private Wealth Advisors	0.08%	No change	1	$754K
Tower Bridge Advisors	0.08%	No change	1	$754K
Everhart Financial Group, Inc.	0.08%	No change	1	$754K
Three Seasons Wealth, LLC	0.07%	No change	1	$754K
ARS Wealth Advisors Group, LLC	0.07%	New	1	$754K
Rockbridge Investment Management, LCC	0.07%	No change	1	$754K
Cornerstone Advisory, LLC	0.07%	No change	1	$754K
Verus Financial Partners, Inc.	0.07%	New	1	$754K
Telos Capital Management, Inc.	0.07%	No change	1	$754K
Crescent Grove Advisors, LLC	0.07%	No change	1	$754K
Certified Advisory Corp	0.07%	No change	1	$754K
Oxbow Advisors, LLC	0.07%	No change	1	$754K
Tanglewood Wealth Management, Inc.	0.07%	No change	1	$754K
Strategic Investment Advisors / MI	0.07%	No change	1	$754K
Ledyard National Bank	0.07%	No change	1	$754K
Diversified Portfolios, Inc.	0.07%	No change	1	$754K
MBL Wealth, LLC	0.07%	No change	1	$754K
Brandywine Oak Private Wealth LLC	0.07%	Reduce -50.0%	1	$754K
Means Investment Co., Inc.	0.07%	No change	1	$754K
Tritonpoint Wealth, LLC	0.06%	No change	1	$754K
Hengehold Capital Management LLC	0.06%	No change	1	$754K
RMR Wealth Builders	0.06%	No change	1	$754K
Forbes J M & Co. LLP	0.06%	No change	1	$754K
Weatherly Asset Management L. P.	0.06%	New	1	$754K
Texas Capital Bank Wealth Management Services Inc	0.06%	No change	1	$754K
Fairholme Capital Management	0.06%	No change	1	$754K
Trust Point Inc.	0.06%	New	1	$754K
Cozad Asset Management Inc.	0.06%	No change	1	$754K
Magnus Financial Group LLC	0.06%	No change	1	$754K
Edgar Lomax Co.	0.06%	No change	1	$754K
Lanark Financial, Inc.	0.06%	No change	1	$754K
Smith, Moore & Co.	0.06%	No change	1	$754K
WBH Advisory Inc.	0.06%	No change	1	$754K
Silver Oak Securities, Incorporated	0.06%	No change	1	$754K
Litman Gregory Wealth Management LLC	0.06%	No change	1	$754K
Journey Advisory Group, LLC	0.06%	No change	1	$754K
Lutz Financial Services LLC	0.05%	No change	1	$754K
Private Wealth Partners, LLC	0.05%	No change	1	$754K
Soltis Investment Advisors LLC	0.05%	New	1	$754K
Checchi Capital Advisers, LLC	0.05%	No change	1	$754K
Founders Financial Securities LLC	0.05%	No change	1	$754K
Asset Dedication, LLC	0.05%	Reduce -50.0%	1	$754K
Beaumont Financial Advisors, LLC	0.05%	No change	1	$754K
Simmons Bank	0.05%	No change	1	$754K
First National Bank of Omaha	0.05%	No change	1	$754K
Plante Moran Financial Advisors, LLC	0.05%	No change	1	$754K
MCF Advisors LLC	0.05%	No change	1	$754K
Cadence Bank	0.05%	No change	1	$754K
Albion Financial Group	0.05%	No change	1	$754K
Legacy Private Trust Co.	0.05%	No change	1	$754K
Procyon Advisors, LLC	0.04%	No change	1	$754K
Patten & Patten Inc.	0.04%	No change	1	$754K
Atwood & Palmer Inc.	0.04%	No change	1	$754K
C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors	0.04%	No change	1	$754K
Alta Capital Management LLC/	0.04%	No change	1	$754K
Arvest Bank Trust Division	0.04%	No change	1	$754K
Cornerstone Wealth Management, LLC	0.04%	No change	1	$754K
Rice Hall James & Associates, LLC	0.04%	No change	1	$754K
Syon Capital LLC	0.04%	No change	1	$754K
Western Wealth Management, LLC	0.04%	No change	1	$754K
PFG Investments, LLC	0.04%	No change	1	$754K
Lowe Brockenbrough & Co. Inc.	0.04%	No change	1	$754K
Smith Salley Wealth Management	0.04%	No change	1	$754K
Fairview Capital Investment Management, LLC	0.04%	No change	1	$754K
Klingman & Associates, LLC	0.04%	No change	1	$754K
Garde Capital, Inc.	0.04%	Reduce -50.0%	1	$754K
Waters Parkerson & Co., LLC	0.04%	No change	1	$754K
Csenge Advisory Group	0.04%	No change	1	$754K
Woodley Farra Manion Portfolio Management Inc.	0.04%	No change	1	$754K
Meeder Advisory Services, Inc.	0.04%	No change	1	$754K
Trust Co. of Vermont	0.03%	No change	1	$754K
Flagship Harbor Advisors, LLC	0.03%	No change	1	$754K
BLB&B Advisors, LLC	0.03%	No change	1	$754K
Linscomb Wealth, Inc.	0.03%	No change	1	$754K
Summitry LLC	0.03%	No change	1	$754K
Leavell Investment Management, Inc.	0.03%	No change	1	$754K
Beacon Investment Advisory Services, Inc.	0.03%	No change	1	$754K
Stratos Investment Management, LLC	0.03%	No change	1	$754K
Rockland Trust Co.	0.03%	New	1	$754K
PFG Advisors	0.03%	No change	1	$754K
Sowell Financial Services LLC	0.03%	Reduce -66.7%	1	$754K
Meridian Wealth Management, LLC	0.03%	No change	1	$754K
Johnson Financial Group, Inc.	0.03%	No change	1	$754K
Balentine LLC	0.03%	No change	1	$754K
Pallas Capital Advisors LLC	0.03%	No change	1	$754K
ZWJ Investment Counsel Inc.	0.03%	Reduce -83.3%	1	$754K
Alpha Cubed Investments, LLC	0.03%	No change	1	$754K
First National Trust Co	0.03%	No change	1	$754K
Level Four Advisory Services, LLC	0.03%	No change	1	$754K
AlphaCore Capital LLC	0.03%	No change	1	$754K
VestGen Advisors, LLC	0.03%	No change	1	$754K
Donaldson Capital Management, LLC	0.02%	No change	1	$754K
TCTC Holdings, LLC	0.02%	No change	1	$754K
Avantax Planning Partners, Inc.	0.02%	Reduce -66.7%	1	$754K
Busey Bank	0.02%	No change	1	$754K
Performance Wealth Partners, LLC	0.02%	No change	1	$754K
Destination Wealth Management	0.02%	No change	1	$754K
Argent Capital Management LLC	0.02%	No change	1	$754K
Cary Street Partners Financial LLC	0.02%	Reduce -75.0%	1	$754K
MassMutual Private Wealth & Trust, FSB	0.02%	No change	1	$754K
Baker Avenue Asset Management, LP	0.02%	No change	1	$754K
Bailard, Inc.	0.02%	No change	1	$754K
Facet Wealth, Inc.	0.02%	No change	1	$754K
First Financial Bankshares Inc	0.02%	No change	1	$754K
Perigon Wealth Management, LLC	0.02%	New	1	$754K
Dakota Wealth Management	0.02%	No change	1	$754K
Steadfast Capital Management LP	0.01%	No change	1	$754K
Davis R M Inc.	0.01%	No change	1	$754K
Gradient Investments LLC	0.01%	No change	1	$754K
Capital Group Private Client Services, Inc.	0.01%	No change	1	$754K
Capital Investment Advisors, LLC	0.01%	No change	1	$754K
Kingsview Wealth Management, LLC	0.01%	No change	1	$754K
Horizon Kinetics Asset Management LLC	0.01%	No change	1	$754K
Welch & Forbes LLC	0.01%	No change	1	$754K
OneDigital Investment Advisors LLC	0.01%	Reduce -66.7%	1	$754K
Equitable Holdings, Inc.	0.01%	New	1	$754K
Fort Washington Investment Advisors Inc.	0.00%	No change	1	$754K
Federation des caisses Desjardins du Quebec	0.00%	No change	1	$754K
Los Angeles Capital Management LLC	0.00%	New	1	$754K
MML Investors Services, LLC	0.00%	No change	1	$754K
Baron Capital (BAMCO)	0.00%	No change	1	$754K
Mitsubishi UFJ Trust & Banking Corp	0.00%	No change	1	$754K
Assetmark, Inc.	0.00%	No change	1	$754K
Lazard Asset Management LLC	0.00%	No change	1	$754K
Trust Co of Kansas	0.36%	No change	1	$754K
PFC Capital Group, Inc.	0.32%	No change	1	$754K
Hendley & Co. Inc.	0.25%	No change	1	$754K
X-Square Capital, LLC	0.24%	No change	1	$754K
Shikiar Asset Management Inc.	0.21%	No change	1	$754K
Physicians Financial Services, Inc.	0.21%	No change	1	$754K
Capital Advisors, Ltd. LLC	0.09%	No change	1	$754K
Wendell David Associates Inc.	0.07%	No change	1	$754K
LVM Capital Management Ltd.	0.07%	No change	1	$754K
Appleton Partners Inc.	0.05%	No change	1	$754K
Arete Wealth Advisors, LLC	0.05%	No change	1	$754K
Analyst IMS Investment Management Services Ltd.	0.02%	No change	1	$754K
Heritage Investors Management Corp.	0.02%	No change	1	$754K
Vaughan David Investments LLC	0.02%	No change	1	$754K
HRT Financial LP	0.00%	New	1	$754K
Fairfax Financial Holdings	0.04%	No change	1	$753K
McLean Asset Management Corp	0.15%	No change	1	$751K
Foster Victor Wealth Advisors, LLC	0.05%	No change	1	$751K
Russell Investments Group, Ltd.	0.00%	No change	1	$749K
Schroder Investment Management Group	0.00%	No change	1	$749K
Elgethun Capital Management	0.14%	No change	1	$746K
Secure Asset Management, LLC	0.12%	No change	1	$746K
Warburton Capital Management, LLC	0.45%	No change	1	$745K
IHT Wealth Management, LLC	0.02%	No change	1	$745K
HBK Sorce Advisory LLC	0.02%	No change	1	$744K
Accurate Wealth Management, LLC	0.10%	No change	1	$744K
Wealthgarden F.S. LLC	0.53%	No change	1	$741K
Pinion Investment Advisors, LLC	0.20%	No change	1	$739K
Austin Wealth Management, LLC	0.12%	No change	1	$737K
International Assets Investment Management, LLC	0.06%	No change	1	$733K
Verdence Capital Advisors LLC	0.04%	No change	1	$733K
Formidable Asset Management, LLC	0.12%	No change	1	$729K
Gallagher Capital Advisors, LLC	0.41%	No change	1	$712K
Eagle Harbor Asset Management Inc.	0.55%	Add +23.1%	1,252	$629K
SoundView Advisors Inc.	0.09%	New	508	$255K
Wedbush Securities Inc.	0.01%	New	4	$217K

"% 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.