Berkshire Hathaway Inc. Class ABRK.A

13F holders, Q4 2025 (December 31)
1,412holders +47
49new positions
43sold out
15famous investors
$288439.79avg. 13F price*

At the end of Q4 2025, 1,412 institutions reported holding Berkshire Hathaway Inc. Class A (BRK.A) in their 13F filings, up 47 from Q3 2025. 49 opened new positions and 43 sold out. The largest holders were FMR LLC ($18.5B), First Manhattan Co. Llc. ($10.6B) and Norges Bank ($7.8B). 15 famous investors held it, including Guy Spier (15.3% of Aquamarine Capital (Aquamarine Zurich)'s portfolio), Tom Russo (12.1% of Gardner Russo & Quinn's portfolio) and Chris Bloomstran (10.1% of Semper Augustus Investments's portfolio).

Company
Berkshire Hathaway Inc. Class A
CUSIP
084670108
Latest filing quarter
Q2 2026

History

Number of 13F holders

Total Exit/New Position Q3 2025 → Q4 2025

InstitutionsTotal Value
New Positions49$222.7M
Exits43$280.1M

All 13F filers, Q3 2025 → Q4 2025: 145,375 shares bought and 8,530 shares sold, net +136,845 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,412 holders

FMR LLC 0.95% Reduce -9.2% 24,565 $18.5B
First Manhattan Co. Llc. 27.90% Reduce -4.0% 14,077 $10.6B
Norges Bank 0.83% — 10,308 $7.8B
Vanguard Group Inc. 0.04% Add +0.9% 3,886 $2.9B
HighTower Advisors, LLC 1.72% Add +13.6% 2,078 $1.6B
Gardner Russo & Quinn 12.12% Reduce -3.4% 1,488 $1.1B
Everett Harris & Co. 12.97% No change 1,416 $1.1B
Hikari Tsushin, Inc. 55.41% No change 1,127 $850.7M
Markel Group 6.70% No change 1,114 $840.8M
Paralel Advisors LLC 30.14% No change 1,028 $775.9M
PNC Financial Services Group, Inc. 0.42% Reduce -3.4% 1,009 $761.6M
Davis Selected Advisers 3.20% Reduce -5.5% 943 $711.8M
US Bancorp \de 0.76% Reduce -4.6% 859 $648.4M
Graham Holdings Co Master Retirement Trust 83.38% No change 829 $625.7M
Hikari Power Ltd 46.57% No change 783 $591.0M
Morgan Stanley 0.03% Add +1.1% 749 $565.3M
Bank of America Corp. 0.04% Reduce -2.4% 736 $555.5M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 5.67% No change 700 $528.4M
Fiduciary Trust Co 5.53% No change 644 $486.1M
California Public Employees Retirement System 0.28% Reduce -4.6% 644 $486.1M
State of Wisconsin Investment Board 1.05% Add +8.6% 619 $467.2M
Mawer Investment Management Ltd. 2.48% Reduce -17.4% 587 $443.1M
Baldwin Investment Management, LLC 47.38% No change 556 $419.7M
First Eagle Investment Management, LLC 0.74% Reduce -2.8% 553 $417.4M
BlackRock, Inc. 0.01% Reduce -16.4% 508 $383.8M
UBS Group AG 0.07% Reduce -17.8% 476 $359.3M
Graham Holdings Co 29.44% No change 422 $318.5M
Bank of Montreal 0.13% Add +54.2% 418 $315.5M
Legal & General Group Plc 0.06% Reduce -14.9% 387 $292.1M
Fayez Sarofim & Co 0.67% Reduce -4.9% 368 $277.8M
Bridges Investment Management Inc. 3.38% Reduce -4.1% 353 $266.4M
Mariner, LLC 0.31% Reduce -0.6% 346 $261.2M
State Street Corp. 0.01% Reduce -3.6% 346 $261.2M
Allen Holding Inc. 22.81% Reduce -3.9% 317 $239.3M
Clearbridge Investments, LLC 0.18% Reduce -4.1% 303 $228.7M
Canton Hathaway, LLC 43.81% Reduce -0.3% 301 $227.2M
Pathstone Holdings, LLC 0.82% Add +1.4% 280 $211.3M
Bank of New York Mellon Corp 0.04% Reduce -2.1% 280 $211.3M
Armstrong Henry H Associates Inc. 19.56% Reduce -1.8% 279 $210.6M
Northern Trust Corp. 0.03% Reduce -23.2% 262 $197.8M
Royal Bank of Canada 0.03% Reduce -4.4% 259 $195.5M
Corient Private Wealth LP 0.24% Add +3.1% 236 $178.1M
Virtu Financial LLC 6.67% Reduce -23.2% 228 $172.1M
Goldman Sachs Group Inc. 0.02% Add +7.3% 220 $166.1M
Creative Planning 0.12% Add +12.8% 220 $166.0M
WINTON GROUP Ltd 5.65% No change 217 $163.8M
Rede Wealth, LLC 54.56% Add +20700.0% 208 $157.0M
Brown Advisory Inc. 0.21% No change 197 $148.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Reduce -2.1% 186 $140.4M
Raymond James Financial Inc. 0.04% Reduce -5.5% 173 $130.6M
Timucuan Asset Management Inc. 4.21% No change 172 $129.8M
Auto-Owners Insurance Co 2.65% Add +7.0% 167 $126.1M
Laird Norton Wetherby Trust Company, LLC 2.45% New 156 $117.7M
Focus Partners Wealth 0.13% Add +55.8% 148 $111.7M
Punch Card Management L.P. 36.38% No change 145 $109.4M
UMB Bank, n.a. 1.46% Reduce -20.8% 145 $109.4M
Tweedy, Browne Co LLC 8.78% No change 144 $108.7M
Stifel Financial Corp. 0.10% Add +5.1% 144 $108.7M
HSBC Holdings PLC 0.06% Reduce -4.8% 139 $104.9M
Brown Brothers Harriman & Co. 0.56% Reduce -3.5% 137 $103.4M
Neuberger Berman Group LLC 0.08% Reduce -12.2% 137 $103.4M
Gabelli Funds LLC 0.68% Reduce -2.9% 132 $99.6M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.16% Add +8.3% 130 $98.2M
Van Lanschot Kempen Investment Management N.V. 0.84% No change 130 $98.1M
American Century Companies Inc. 0.05% Reduce -5.1% 130 $98.1M
Royal London Asset Management Ltd. 0.20% Reduce -0.8% 129 $97.4M
Deltroit Asset Management (UK) LLP 15.83% — 128 $96.6M
WS Management LLLP 12.62% No change 125 $94.3M
Davis Asset Management, L.P. 3.24% No change 120 $90.6M
Hartline Investment Corp./ 9.71% Reduce -0.8% 119 $89.8M
SG Americas Securities, LLC 0.12% Add +101.7% 119 $89.8M
Mill Capital Management, LLC 6.37% Reduce -1.7% 117 $88.3M
Semper Augustus Investments 10.07% No change 116 $87.6M
State of Michigan Retirement System 0.43% No change 116 $87.6M
Ruane, Cunniff & Goldfarb L.P. 1.36% Reduce -1.7% 115 $86.8M
Mercer Global Advisors Inc. 0.13% Reduce -4.2% 114 $86.0M
Wells Fargo & Company 0.02% Reduce -6.6% 113 $85.5M
Well Done, LLC 12.63% No change 112 $84.5M
General American Investors Co. Inc. 5.17% No change 110 $83.0M
Susquehanna International Group, LLP 0.11% Add +214.7% 107 $80.8M
LPL Financial LLC 0.02% Add +12.8% 106 $80.0M
Douglass Winthrop Advisors, LLC 1.39% Reduce -0.9% 105 $79.3M
Commonwealth Equity Services, LLC 0.11% Reduce -12.5% 105 $79.3M
Flow Traders U.S. LLC 2.51% Add +31.2% 101 $76.2M
Professional Advisory Services Inc. 8.92% No change 100 $75.5M
JPMorgan Chase & Co. 0.01% No change 99 $74.7M
Quantinno Capital Management LP 0.15% Add +34.3% 98 $74.0M
Hollencrest Capital Management 2.48% No change 95 $71.7M
Ninety One SA (Pty) Ltd 2.97% No change 91 $68.7M
Sumitomo Mitsui Trust Group, Inc. 0.04% Reduce -4.2% 91 $68.7M
Bank Pictet & Cie (Europe) AG 1.34% No change 89 $67.2M
Chou Associates Management Inc. 32.21% No change 86 $64.9M
Accredited Investors Inc. 3.45% Add +8.9% 86 $64.9M
ACR Alpine Capital Research, LLC 1.00% No change 85 $64.2M
Cerity Partners LLC 0.09% Add +9.0% 85 $64.1M
Rockefeller Capital Management L.P. 0.11% Reduce -3.5% 84 $63.4M
Victory Capital Management Inc. 0.04% Reduce -4.5% 84 $63.4M
Capital Research Global Investors 0.01% No change 82 $61.9M
Coldstream Capital Management Inc. 0.79% Reduce -46.4% 81 $61.1M
Tiaa Trust, National Association 0.15% No change 81 $61.1M
Choreo, LLC 0.77% No change 80 $60.4M
RBF Capital, LLC 2.62% No change 76 $57.4M
Eastern Bank 0.99% No change 76 $57.4M
Wilmington Savings Fund Society, FSB 1.31% No change 74 $55.9M
Bartlett & Co. Wealth Management LLC 0.73% Add +12.1% 74 $55.9M
Captrust Financial Advisors 0.10% Add +28.1% 73 $55.1M
CIBC Private Wealth Group LLC 0.09% Reduce -4.1% 70 $52.8M
Qube Research & Technologies Ltd 0.07% Add +70.0% 68 $51.3M
Greenlea Lane Capital Management, LLC 14.76% No change 67 $50.6M
Blair William & Co. 0.13% Add +1.5% 66 $49.8M
Acadian Asset Management LLC 0.08% Add +4.8% 66 $49.8M
Wealth Enhancement Advisory Services, LLC 0.07% Reduce -4.3% 66 $49.4M
I.G.Y. Ltd 20.85% No change 65 $49.1M
Baird Financial Group, Inc. 0.08% Add +3.2% 65 $49.1M
Ameriprise Financial Inc. 0.01% No change 65 $49.1M
Hamilton Point Investment Advisors, LLC 7.35% Reduce -7.3% 64 $48.3M
Charles Schwab Investment Management Inc. 0.01% Reduce -4.5% 64 $48.3M
Cambridge Investment Research Advisors, Inc. 0.13% Add +1.6% 64 $48.3M
B. Metzler seel. Sohn & Co. AG 0.41% No change 63 $47.6M
ASO GROUP Ltd 18.58% — 63 $47.6M
Security National Bank 6.72% No change 62 $46.8M
CI Investments Inc. 0.20% Reduce -33.3% 60 $45.3M
D.A. Davidson & Co. 0.27% Reduce -4.8% 59 $44.5M
Crewe Advisors LLC 3.74% No change 56 $42.3M
Crestwood Advisors Group, LLC 0.69% No change 55 $41.5M
Lincoln Capital LLC 7.25% No change 53 $40.0M
Toronto Dominion Bank 0.07% No change 53 $39.9M
Whittier Trust Co. 0.43% Reduce -1.9% 53 $39.6M
Invesco Ltd. 0.00% Add +333.3% 52 $39.2M
GTS Securities LLC 1.31% Add +2.0% 51 $38.5M
Pinnacle Financial Partners, Inc. 0.29% — 51 $38.5M
Elkhorn Partners Limited Partnership 23.84% No change 50 $37.7M
Hi-Line Capital Management, LLC 12.56% No change 50 $37.7M
SWF LLC 3.82% No change 50 $37.7M
Millennium Management 0.03% Add +61.3% 50 $37.7M
Moneta Group Investment Advisors LLC 0.28% No change 49 $37.0M
Aberdeen Group plc 0.06% No change 49 $37.0M
Truist Financial Corp. 0.05% No change 49 $37.0M
Kelleher Financial Advisors 8.39% Reduce -15.8% 48 $36.2M
Franklin Resources Inc. 0.01% Reduce -89.4% 48 $36.2M
Sax Wealth Advisors, LLC 1.67% Add +2.2% 47 $35.5M
Osaic Holdings, Inc. 0.05% Reduce -2.7% 73 $35.5M
First National Bank of Omaha 1.03% Add +4500.0% 46 $34.7M
Prodigy Asset Management LLC 12.19% New 46 $34.7M
Global Frontier Investments LLC 6.56% No change 44 $33.2M
Postrock Partners LLC 14.43% No change 44 $33.2M
Pitcairn Wealth Advisors LLC 2.92% — 43 $32.5M
Peapack Gladstone Financial Corp. 0.40% No change 42 $31.7M
Segment Wealth Management, LLC 1.84% No change 42 $31.7M
Fenimore Asset Management Inc 0.66% Reduce -19.2% 42 $31.7M
Cannell & Spears LLC 0.60% Reduce -4.5% 42 $31.7M
Hutner Capital Management Inc. 12.92% No change 41 $30.9M
Allen Operations LLC 3.87% No change 41 $30.9M
GAMCO Investors 0.30% No change 41 $30.9M
Mesirow Financial Investment Management, Inc. 0.62% Reduce -4.8% 40 $30.2M
MAI Capital Management 0.17% Add +53.9% 40 $30.2M
Utah Retirement Systems 0.28% No change 39 $29.4M
Whittier Trust Co. of Nevada Inc. 0.61% Reduce -2.5% 39 $29.2M
Farmers & Merchants Investments Inc. 0.79% Reduce -5.0% 38 $28.7M
First Citizens Bank & Trust Co. 0.60% No change 38 $28.7M
HM Payson & Co. 0.40% No change 38 $28.7M
Haverford Trust Co 0.26% No change 38 $28.7M
Ieq Capital, LLC 0.09% Add +5.6% 38 $28.7M
HB Wealth Management, LLC 0.18% No change 37 $27.9M
Hardy Reed LLC 1.94% No change 36 $27.2M
Parsons Capital Management Inc. 1.49% No change 36 $27.2M
Silvercrest Asset Management Group LLC 0.19% No change 36 $27.2M
Allworth Financial LP 0.11% Reduce -2.7% 36 $27.2M
Bislett Management, LLC 20.04% No change 35 $26.4M
FineMark National Bank & Trust 0.82% Add +2.9% 35 $26.4M
Bessemer Group Inc. 0.04% Add +17.2% 34 $25.7M
Shelter Mutual Insurance Co 5.72% No change 34 $25.7M
Pittenger & Anderson Inc. 0.99% No change 34 $25.7M
Cwm, LLC 0.07% No change 34 $25.7M
General Partner, Inc. 14.12% No change 33 $24.9M
Granite FO LLC 13.29% Reduce -5.7% 33 $24.9M
Spinnaker Investment Group, LLC 4.52% No change 33 $24.9M
Perennial Advisors, LLC 4.18% No change 33 $24.9M
Hennessy Advisors Inc. 0.88% No change 33 $24.9M
Private Management Group Inc. 0.73% No change 33 $24.9M
AMG National Trust Bank 0.59% No change 33 $24.9M
Janney Montgomery Scott LLC 0.06% No change 33 $24.9M
Union Savings Bank 10.47% — 32 $24.2M
Northwestern Mutual Wealth Management Co. 0.02% Add +45.5% 32 $24.2M
Pinnacle Bancorp, Inc. 6.86% Reduce -3.1% 31 $23.4M
BigSur Wealth Management LLC 5.68% Reduce -3.1% 31 $23.4M
Busey Bank 0.62% Add +3000.0% 31 $23.4M
World Investment Advisors 0.38% No change 31 $23.4M
BNP Paribas Financial Markets 0.01% No change 31 $23.4M
Friends of the Cornell Lab of Ornithology, Inc. 21.72% — 30 $22.6M
Aquamarine Capital (Aquamarine Zurich) 15.35% No change 30 $22.6M
7G Capital Management, LLC 14.08% No change 30 $22.6M
Laurel Wealth Advisors LLC 2.99% No change 30 $22.6M
Harvey Investment Co. LLC 2.41% No change 30 $22.6M
Stock Yards Bank & Trust Co. 0.69% No change 30 $22.6M
Williams Jones Wealth Management, LLC. 0.26% No change 30 $22.6M
Waverly Advisors, LLC 0.18% Add +7.1% 30 $22.6M
EP Wealth Advisors, LLC 0.12% — 30 $22.6M
Cetera Investment Advisers 0.02% Add +11.1% 30 $22.6M
Plan A Wealth LLC 10.71% No change 29 $21.9M
Check Capital Management Inc. 1.31% No change 29 $21.9M
Barr E S & Co. 1.14% No change 29 $21.9M
Circle Wealth Management, LLC 0.34% No change 29 $21.9M
Cresset Asset Management, LLC 0.09% Add +16.0% 29 $21.9M
Allium Financial Advisors, LLC 16.75% No change 28 $21.1M
Silverleafe Capital Partners, LLC 6.28% No change 28 $21.1M
Kestra Advisory Services, LLC 0.08% Add +8.0% 27 $20.4M
NewEdge Advisors, LLC 0.07% Add +50.0% 27 $20.4M
Connable Office Inc. 1.80% No change 26 $19.6M
Mill Creek Capital Advisors, LLC 0.40% No change 26 $19.6M
Regions Financial Corp. 0.13% No change 26 $19.6M
Sapient Capital LLC 0.25% Reduce -4.0% 24 $18.1M
Locust Wood Capital Advisers, LLC 0.45% No change 24 $18.1M
Concurrent Investment Advisors, LLC 0.21% No change 24 $18.1M
Cullen/Frost Bankers, Inc. 0.20% No change 24 $18.1M
Marex Group Ltd 0.20% No change 24 $18.1M
Sequoia Financial Advisors, LLC 0.10% No change 24 $18.1M
DAVENPORT & Co LLC 0.10% No change 24 $18.1M
Baader Bank Aktiengesellschaft 1.44% Reduce -8.0% 23 $17.4M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% No change 23 $17.4M
Alliancebernstein L.P. 0.01% Add +4.5% 23 $17.4M
Sunesis Advisors, LLC 7.52% No change 22 $16.6M
JRM Investment Counsel, LLC 4.84% No change 22 $16.6M
Ascentis Wealth Management, LLC 4.25% No change 22 $16.6M
Saybrook Capital 4.13% No change 22 $16.6M
Brandywine Trust Co. 2.91% No change 22 $16.6M
Ashford Capital Management Inc. 1.85% No change 22 $16.6M
WASHINGTON TRUST Co 0.54% Add +10.0% 22 $16.6M
Texas Yale Capital Corp. 0.50% No change 22 $16.6M
Vestmark Advisory Solutions, Inc. 0.22% No change 22 $16.6M
Modera Wealth Management, LLC 0.19% No change 22 $16.6M
Smithfield Trust Co 0.70% No change 22 $15.9M
Pflug Koory, LLC 7.40% No change 21 $15.9M
Shayne & Jacobs, LLC 4.80% No change 21 $15.9M
Gibson Capital, LLC 2.91% No change 21 $15.9M
Onex Canada Asset Management Inc. 2.20% Reduce -4.5% 21 $15.9M
First Nebraska Trust Co 1.45% No change 21 $15.9M
Zuckerman Investment Group, LLC 1.42% No change 21 $15.9M
Apollon Wealth Management, LLC 0.27% No change 21 $15.9M
M&T Bank Corp 0.05% Reduce -8.7% 21 $15.9M
Lubar & Co., Inc 11.24% — 20 $15.1M
Birch Financial Group, LLC 8.61% No change 20 $15.1M
Guardian Financial Partners, LLC 6.37% No change 20 $15.1M
Plan Group Financial, LLC 3.92% Reduce -16.7% 20 $15.1M
Wealth Enhancement Trust Services, Inc. 1.91% — 20 $15.1M
Private Wealth Asset Management, LLC 1.64% No change 20 $15.1M
PDS Planning, Inc 1.01% Add +11.1% 20 $15.1M
Caprock Group, LLC 0.32% Add +42.9% 20 $15.1M
Fifth Third Bancorp 0.05% No change 20 $15.1M
Swedbank AB 0.01% Add +33.3% 20 $15.1M
Legacy Wealth Advisors, LLC 9.47% — 19 $14.3M
Sagewood Asset Management LP 5.09% — 19 $14.3M
Round Rock Advisors LLC 2.16% Reduce -5.0% 19 $14.3M
Center for Financial Planning, Inc. 1.49% No change 19 $14.3M
Hemenway Trust Co LLC 1.10% Reduce -13.6% 19 $14.3M
JFS Wealth Advisors, LLC 0.81% No change 19 $14.3M
Park National Corp. 0.45% Add +5.6% 19 $14.3M
Clearstead Advisors, LLC 0.18% No change 19 $14.3M
Glenmede Trust Co. NA 0.07% — 19 $14.3M
WoodTrust Financial Corp 1.67% No change 19 $14.3M
Cheviot Value Management, LLC 1.39% No change 20 $14.2M
Beacon Pointe Advisors, LLC 0.10% No change 18 $13.8M
T. Rowe Price Associates Inc. 0.00% No change 18 $13.6M
Sand Hill Global Advisors, LLC 0.47% Reduce -5.3% 18 $13.6M
Private Advisor Group, LLC 0.06% Reduce -5.3% 18 $13.6M
Comerica Bank 0.05% Reduce -5.3% 18 $13.6M
Barclays PLC 0.01% Add +100.0% 18 $13.6M
Amundi 0.00% No change 18 $13.6M
Ar Asset Management Inc. 2.80% No change 18 $13.6M
Piedmont Capital Management, LLC 8.44% — 17 $12.8M
Alexander Labrunerie & Co., Inc. 4.69% No change 17 $12.8M
Keystone Financial Group 0.95% Reduce -5.6% 17 $12.8M
Foster Group, Inc. 0.39% No change 17 $12.8M
Rhumbline Advisers 0.01% No change 17 $12.8M
Deutsche Bank AG 0.00% No change 17 $12.8M
Essex Bank 2.62% No change 16 $12.1M
Arthur M. Cohen & Associates, LLC 1.97% No change 16 $12.1M
First National Advisers, LLC 1.66% No change 16 $12.1M
K.J. Harrison & Partners Inc 1.61% No change 16 $12.1M
Rossmore Private Capital 1.08% Add +6.7% 16 $12.1M
Clifford Swan Investment Counsel LLC 0.40% Reduce -5.9% 16 $12.1M
Choate Investment Advisors 0.24% No change 16 $12.1M
Composition Wealth, LLC 0.17% Add +6.7% 16 $12.1M
Banque Pictet & Cie SA 0.12% Reduce -74.2% 16 $12.1M
AQR Capital Management 0.01% Add +300.0% 16 $12.1M
Fiduciary Counselling Inc. 30.05% No change 15 $11.3M
Dover Advisors, LLC 4.39% Reduce -6.3% 15 $11.3M
CPA Asset Management Group, LLC 3.97% No change 15 $11.3M
Matthew 25 Management Corp 3.46% Reduce -11.8% 15 $11.3M
Strata Wealth Advisors, LLC 3.15% No change 15 $11.3M
Cambridge Advisors Inc. 2.16% No change 15 $11.3M
Carret Asset Management, LLC 1.07% No change 15 $11.3M
Grandfield & Dodd, LLC 0.64% No change 15 $11.3M
Arkadios Wealth Advisors 0.22% Add +36.4% 15 $11.3M
Carnegie Investment Counsel 0.21% No change 15 $11.3M
Lazard Freres Gestion S.A.S. 0.20% Reduce -16.7% 15 $11.3M
Bradley Foster & Sargent Inc. 0.17% Reduce -11.8% 15 $11.3M
Merit Financial Group, LLC 0.09% Add +200.0% 15 $11.3M
Commerce Bank 0.06% No change 15 $11.3M
Destiny Wealth Partners, LLC 1.25% No change 15 $10.9M
Northstar Asset Management Inc. 2.73% No change 14 $10.6M
M. Kulyk & Associates, LLC 2.02% No change 14 $10.6M
Bellecapital International Ltd. 1.88% Reduce -22.2% 14 $10.6M
Wallace Capital Management Inc. 1.27% No change 14 $10.6M
B&D White Capital Company, LLC 1.22% Reduce -44.0% 14 $10.6M
Aviance Capital Partners, LLC 1.22% No change 14 $10.6M
Traphagen Investment Advisors LLC 0.87% No change 14 $10.6M
Obermeyer Wealth Partners 0.48% Reduce -6.7% 14 $10.6M
Argent Trust Co 0.36% No change 14 $10.6M
Valeo Financial Advisors, LLC 0.24% Reduce -6.7% 14 $10.6M
Mather Group, Llc. 0.11% No change 14 $10.6M
National Philanthropic Trust 0.10% Add +7.7% 14 $10.6M
Greenleaf Trust 0.10% No change 14 $10.6M
King Luther Capital Management Corp. 0.04% Reduce -12.5% 14 $10.6M
Wealthspire Advisors, LLC 0.08% Add +16.7% 14 $10.2M
LGT Fund Management Co Ltd. 0.78% No change 13 $9.8M
Moseley Investment Management Inc. 3.03% No change 13 $9.8M
Pacifica Capital Investments, LLC 2.67% No change 13 $9.8M
Rubicon Global Capital Ltd 2.60% No change 13 $9.8M
Baker Ellis Asset Management LLC 1.18% No change 13 $9.8M
Griffin Asset Management, Inc. 1.06% No change 13 $9.8M
Transcend Capital Advisors, LLC 0.76% No change 13 $9.8M
WealthPlan Investment Management, LLC 0.63% No change 13 $9.8M
Keel Point, LLC 0.59% No change 13 $9.8M
LMCG Investments, LLC 0.56% No change 13 $9.8M
Spinnaker Trust 0.53% No change 13 $9.8M
Smith Chas P & Associates Pa Cpas 0.52% Add +8.3% 13 $9.8M
Simon Quick Advisors, LLC 0.43% Reduce -7.1% 13 $9.8M
DF Dent & Co. Inc. 0.14% No change 13 $9.8M
Rwa Wealth Partners, LLC 0.11% Reduce -7.1% 13 $9.8M
Rathbones Group PLC 0.04% Reduce -13.3% 13 $9.8M
Connor, Clark & Lunn Investment Management Ltd. 0.03% Reduce -7.1% 13 $9.8M
Financial Engines Advisors L.L.C. 0.02% No change 13 $9.8M
Cortland Associates Inc. 1.24% Reduce -7.1% 13 $9.8M
Sierra Capital LLC 0.96% No change 12 $9.1M
Ingalls & Snyder LLC 0.33% No change 12 $9.1M
Pangea Capital Gestao de Recursos Ltda. 7.33% No change 12 $9.1M
Virginia Wealth Management Group, Inc. 5.29% No change 12 $9.1M
Weik Capital Management 3.39% Reduce -7.7% 12 $9.1M
Oldfather Financial Services, LLC 2.70% No change 12 $9.1M
Cornell Pochily Investment Advisors, Inc. 2.63% No change 12 $9.1M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.07% No change 12 $9.1M
Weaver Capital Management LLC 1.92% Reduce -14.3% 12 $9.1M
Citizens Financial Group Inc. 0.12% Reduce -14.3% 12 $9.1M
&partners 0.05% No change 12 $9.1M
Credit Agricole S A 0.03% No change 12 $9.1M
Aviva PLC 0.02% Reduce -7.7% 12 $9.1M
Scotia Capital Inc. 0.04% Reduce -8.3% 11 $9.1M
Reynders McVeigh Capital Management, LLC 0.42% Add +397733.3% 11,935 $9.0M
Schulhoff & Co. Inc. 3.50% No change 11 $8.3M
Cornerstone Management, Inc. 1.35% No change 11 $8.3M
Kavar Capital Partners Group, LLC 1.14% No change 11 $8.3M
Parkside Financial Bank & Trust 0.62% No change 11 $8.3M
Compass Capital Management, Inc. 0.46% Reduce -8.3% 11 $8.3M
Montag A & Associates Inc. 0.38% No change 11 $8.3M
Giverny Capital 0.28% No change 11 $8.3M
Badgley Phelps Wealth Managers, LLC 0.15% Add +22.2% 11 $8.3M
Ritholtz Wealth Management 0.15% No change 11 $8.3M
Sterling Capital Management LLC 0.14% No change 11 $8.3M
Evercore Wealth Management, LLC 0.12% Reduce -8.3% 11 $8.3M
Savant Capital, LLC 0.05% No change 11 $8.3M
Jane Street Group, LLC 0.01% Reduce -64.5% 11 $8.3M
Citigroup Inc. 0.01% Reduce -35.3% 11 $8.3M
Jupiter Wealth Management LLC 3.67% No change 11 $8.2M
Bridgewater Advisors Inc. 0.52% No change 11 $8.0M
Sutton Place Investors LLC 4.14% No change 10 $7.5M
Enterprise Financial Services Corp 3.83% No change 10 $7.5M
Causey Wealth LLC 3.43% No change 10 $7.5M
Absolute Capital Management, LLC 2.75% Add +11.1% 10 $7.5M
Pecaut & Co. 2.44% Reduce -16.7% 10 $7.5M
Naman Capital Ltda 2.12% No change 10 $7.5M
Aire Advisors, LLC 1.38% Reduce -9.1% 10 $7.5M
Oliver Luxxe Assets LLC 1.15% No change 10 $7.5M
Trifecta Capital Advisors, LLC 1.12% No change 10 $7.5M
Barton Investment Management 0.81% No change 10 $7.5M
Wescott Financial Advisory Group, LLC 0.66% No change 10 $7.5M
Cidel Asset Management Inc. 0.53% No change 10 $7.5M
Courier Capital LLC 0.42% No change 10 $7.5M
Nations Financial Group Inc, /Ia/ 0.40% Reduce -9.1% 10 $7.5M
GC Wealth Management RIA, LLC 0.28% Reduce -33.3% 10 $7.5M
Salem Investment Counselors Inc. 0.21% No change 10 $7.5M
Cassaday & Co Wealth Management LLC 0.16% No change 10 $7.5M
Apella Capital, LLC 0.15% 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
London Co. of Virginia 0.04% No change 10 $7.5M
Bahl & Gaynor LLC 0.04% Reduce -16.7% 10 $7.5M
Puzo Michael J 1.85% Reduce -10.0% 9 $6.8M
Weil Company, Inc. 1.56% No change 9 $6.8M
Factor Wealth Management LTD 1.47% No change 9 $6.8M
Van Hulzen Asset Management, LLC 0.50% No change 9 $6.8M
Quent Capital, LLC 0.49% Add +350.0% 9 $6.8M
Essex Financial Services, Inc. 0.39% Add +12.5% 9 $6.8M
Mogy Joel R Investment Counsel Inc. 0.37% No change 9 $6.8M
Venture Visionary Partners LLC 0.22% No change 9 $6.8M
AlTi Global, Inc. 0.15% No change 9 $6.8M
Glenview Trust Co 0.10% No change 9 $6.8M
Steward Partners Investment Advisory, LLC 0.04% No change 9 $6.8M
Gotham Asset Management 0.02% No change 9 $6.8M
Cibc World Market Inc. 0.01% Reduce -10.0% 9 $6.8M
Manufacturers Life Insurance Company, The 0.01% No change 9 $6.8M
JTC Employer Solutions Trustee Ltd 0.46% No change 9 $6.8M
Fort Point Capital Partners LLC 0.80% No change 9 $6.6M
Sittner & Nelson, LLC 2.16% No change 8 $6.1M
Castlekeep Investment Advisors LLC 2.73% No change 8 $6.0M
Blue Water Asset Management 2.17% — 8 $6.0M
TigerOak Management, L.L.C. 1.84% No change 8 $6.0M
Lawson Kroeker Investment Management Inc. 1.80% Reduce -55.6% 8 $6.0M
Argos Wealth Advisors, LLC 1.62% — 8 $6.0M
Walter & Keenan Wealth Management LLC /in/ 1.62% No change 8 $6.0M
Channel Wealth LLC 1.53% Reduce -11.1% 8 $6.0M
Louisbourg Investments Inc. 1.20% No change 8 $6.0M
America First Investment Advisors, LLC 1.10% Reduce -50.0% 8 $6.0M
Calydon Capital 1.02% No change 8 $6.0M
Balboa Wealth Partners 1.00% No change 8 $6.0M
Northstar Group, Inc. 0.85% Add +33.3% 8 $6.0M
Caldwell Trust Co 0.54% No change 8 $6.0M
Insigneo Advisory Services, LLC 0.43% No change 8 $6.0M
Beese Fulmer Investment Management, Inc. 0.39% No change 8 $6.0M
1900 Wealth Management LLC 0.39% No change 8 $6.0M
Zhang Financial LLC 0.23% Add +166.7% 8 $6.0M
Evergreen Capital Management LLC 0.14% No change 8 $6.0M
HighPoint Advisor Group LLC 0.13% Add +33.3% 8 $6.0M
Mutual Advisors, LLC 0.13% No change 8 $6.0M
Evoke Wealth, LLC 0.12% Add +100.0% 8 $6.0M
Atlantic Union Bankshares Corp 0.11% No change 8 $6.0M
Curi Capital, LLC 0.10% No change 8 $6.0M
Summit Trail Advisors, LLC 0.10% 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
NewEdge Wealth, LLC 0.07% No change 8 $6.0M
SCS Capital Management LLC 0.06% No change 8 $6.0M
United Capital Financial Advisors, LLC 0.04% No change 8 $6.0M
FIL Ltd 0.00% New 8 $6.0M
Beddow Capital Management Inc. 2.36% Add +14.3% 8 $6.0M
South Dakota Investment Council 0.12% No change 8 $6.0M
Arkfeld Wealth Strategies, L.L.C. 2.05% No change 8 $6.0M
Pacific Capital Partners Ltd 5.61% No change 7 $5.3M
Prosperity Bancshares Inc 4.77% — 7 $5.3M
Windsor Advisory Group, LLC 4.72% Reduce -22.2% 7 $5.3M
Durante & Waters, LLC 3.69% No change 7 $5.3M
Security National Bank of Sioux City Iowa 3.39% No change 7 $5.3M
Sterling Investment Management, LLC 3.00% No change 7 $5.3M
Intelligent Financial Strategies 2.54% No change 7 $5.3M
Unconventional Investor, LLC 2.51% No change 7 $5.3M
Bright Financial Advisors, Inc. 2.50% No change 7 $5.3M
Montis Financial, LLC 1.04% Reduce -12.5% 7 $5.3M
Okabena Investment Services Inc. 1.01% Add +250.0% 7 $5.3M
Iowa State Bank 0.99% No change 7 $5.3M
SOA Wealth Advisors, LLC. 0.87% No change 7 $5.3M
Mraz, Amerine & Associates, Inc. 0.79% No change 7 $5.3M
Manchester Capital Management LLC 0.72% Reduce -30.0% 7 $5.3M
Bedel Financial Consulting, Inc. 0.57% No change 7 $5.3M
Southeast Asset Advisors, LLC 0.50% No change 7 $5.3M
Allen Capital Group, LLC 0.49% No change 7 $5.3M
Northside Capital Management, LLC 0.46% No change 7 $5.3M
Intrust Bank NA 0.44% No change 7 $5.3M
Aprio Wealth Management, LLC 0.30% Add +40.0% 7 $5.3M
Clarius Group, LLC 0.30% No change 7 $5.3M
Guyasuta Investment Advisors Inc. 0.30% No change 7 $5.3M
Capstone Financial Advisors, Inc. 0.28% Reduce -12.5% 7 $5.3M
First Horizon Corp. 0.24% No change 7 $5.3M
Equitable Trust Co. 0.24% No change 7 $5.3M
Klingenstein Fields & Co. LP 0.20% No change 7 $5.3M
Chilton Capital Management LLC 0.18% No change 7 $5.3M
Robertson Stephens Wealth Management, LLC 0.15% No change 7 $5.3M
Nicholas Hoffman & Company, LLC. 0.12% No change 7 $5.3M
Wealthcare Advisory Partners LLC 0.10% Reduce -12.5% 7 $5.3M
Parallel Advisors, LLC 0.10% No change 7 $5.3M
Axxcess Wealth Management, LLC 0.09% Add +133.3% 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
Midwest Trust Co 0.07% Reduce -46.1% 7 $5.3M
Stephens Inc. 0.07% No change 7 $5.3M
Farther Finance Advisors, LLC 0.06% Add +133.3% 7 $5.3M
EFG International AG 0.10% — 7 $5.3M
Lido Advisors, LLC 0.02% No change 7 $5.3M
Wedmont Private Capital 0.18% Add +16.7% 7 $5.2M
Beaton Management Co. Inc. 2.00% No change 6 $4.5M
Birinyi Associates Inc. 1.13% No change 6 $4.5M
Hunter Perkins Capital Management, LLC 1.05% No change 6 $4.5M
Vestor Capital, LLC 0.38% Add +2065500.0% 123,936 $4.5M
Epacria Capital Partners, LLC 3.60% No change 6 $4.5M
Sunpointe, LLC 1.50% No change 6 $4.5M
Canopy Partners, LLC 1.48% No change 6 $4.5M
Whitegate Investment Counselors, Inc. 1.42% No change 6 $4.5M
KP Management LLC 1.41% No change 6 $4.5M
Pine Harbor Wealth Management, LLC 1.39% No change 6 $4.5M
Roberts Glore & Co. Inc. 1.21% No change 6 $4.5M
Cadent Capital Advisors, LLC 1.20% No change 6 $4.5M
IFC Advisors LLC 0.66% No change 6 $4.5M
Alpine Bank Wealth Management 0.64% Reduce -14.3% 6 $4.5M
Dimension Capital Management LLC 0.63% Reduce -14.3% 6 $4.5M
Avenir Corp. 0.49% No change 6 $4.5M
Parthenon LLC 0.49% No change 6 $4.5M
Graves Light Lenhart Wealth, Inc. 0.48% No change 6 $4.5M
Cascade Financial Partners, LLC 0.46% No change 6 $4.5M
First Business Financial Services, Inc. 0.42% No change 6 $4.5M
Journey Advisory Group, LLC 0.38% Add +500.0% 6 $4.5M
Cardiff Park Advisors, LLC 0.37% No change 6 $4.5M
Coastal Bridge Advisors, LLC 0.34% No change 6 $4.5M
Patriot Investment Management Group, Inc. 0.29% No change 6 $4.5M
North Star Investment Management Corp. 0.28% No change 6 $4.5M
Johnson Financial Group, LLC 0.28% Add +50.0% 6 $4.5M
Principle Wealth Partners LLC 0.26% No change 6 $4.5M
Blackhill Capital Inc. 0.23% No change 6 $4.5M
PFG Investments, LLC 0.21% Add +500.0% 6 $4.5M
Goelzer Investment Management, Inc. 0.21% No change 6 $4.5M
71 West Capital Partners 0.21% — 6 $4.5M
Elm Partners Management LLC 0.21% No change 6 $4.5M
Bragg Financial Advisors, Inc 0.15% No change 6 $4.5M
Daymark Wealth Partners, LLC 0.14% No change 6 $4.5M
Ameritas Investment Partners, Inc. 0.14% No change 6 $4.5M
Independent Advisor Alliance 0.11% Reduce -14.3% 6 $4.5M
Modern Wealth Management, LLC 0.08% No change 6 $4.5M
NorthRock Partners, LLC 0.08% No change 6 $4.5M
Blue Trust, Inc. 0.05% No change 6 $4.5M
1832 Asset Management L.P. 0.01% Add +50.0% 6 $4.5M
National Bank of Canada 0.00% Add +200.0% 6 $4.5M
Townsend & Associates, Inc 0.40% No change 6 $4.4M
Titiun Yejiel 4.64% — 5 $3.8M
Adkins Seale Capital Management LLC 3.73% — 5 $3.8M
RMR Capital Management, LLC 2.72% No change 5 $3.8M
Lavelle Capital LP 2.39% — 5 $3.8M
English Capital Management LLC 2.36% No change 5 $3.8M
Navigoe, LLC 2.33% No change 5 $3.8M
Avondale Wealth Management 1.94% No change 5 $3.8M
Allie Family Office LLC 1.76% Reduce -16.7% 5 $3.8M
Dixon Fnancial Services, Inc. 1.67% No change 5 $3.8M
Lumbard & Kellner, LLC 1.32% No change 5 $3.8M
Valley Forge Investment Consultants Inc. Adv 1.10% No change 5 $3.8M
Bond & Devick Financial Network, Inc. 1.06% No change 5 $3.8M
Hilltop National Bank 0.91% No change 5 $3.8M
Total Clarity Wealth Management, Inc. 0.91% No change 5 $3.8M
Addison Advisors LLC 0.85% No change 5 $3.8M
one8zero8, LLC 0.82% No change 5 $3.8M
Blankinship & Foster, LLC 0.82% No change 5 $3.8M
Delta Investment Management, LLC 0.65% No change 5 $3.8M
Citizens National Bank Trust Department 0.65% No change 5 $3.8M
Tarbox Family Office, Inc. 0.61% No change 5 $3.8M
Rbo & Co. LLC 0.60% No change 5 $3.8M
Summit Asset Management, LLC 0.53% No change 5 $3.8M
Foundation Resource Management Inc. 0.50% No change 5 $3.8M
TFC Financial Management, Inc. 0.47% No change 5 $3.8M
St. Louis Trust Co 0.43% No change 5 $3.8M
Goldstein Advisors, LLC 0.43% No change 5 $3.8M
Gryphon Financial Partners LLC 0.40% No change 5 $3.8M
Richard C. Young & CO., LTD. 0.34% No change 5 $3.8M
Consolidated Portfolio Review Corp 0.33% New 5 $3.8M
Amplius Wealth Advisors, LLC 0.32% No change 5 $3.8M
Verity & Verity, LLC 0.29% No change 5 $3.8M
Washington Trust Advisors, Inc. 0.29% No change 5 $3.8M
Narwhal Capital Management 0.27% No change 5 $3.8M
Pine Ridge Advisers LLC 0.26% No change 5 $3.8M
NBT Bank, N.A. 0.24% No change 5 $3.8M
Aureus Asset Management, LLC 0.24% No change 5 $3.8M
Boston Family Office LLC 0.24% Add +66.7% 5 $3.8M
Hills Bank & Trust Co 0.22% No change 5 $3.8M
Jacobi Capital Management LLC 0.22% No change 5 $3.8M
Osterweis Capital Management Inc. 0.22% No change 5 $3.8M
Main Street Research LLC 0.22% No change 5 $3.8M
Aaron Wealth Advisors LLC 0.21% No change 5 $3.8M
Angeles Wealth Management, LLC 0.21% No change 5 $3.8M
Kingswood Wealth Advisors, LLC 0.18% No change 5 $3.8M
Prosperity Consulting Group, LLC 0.17% Add +25.0% 5 $3.8M
Gladstone Institutional Advisory LLC 0.14% Reduce -16.7% 5 $3.8M
First Foundation Advisors 0.14% No change 5 $3.8M
EverSource Wealth Advisors, LLC 0.14% No change 5 $3.8M
CWA Asset Management Group, LLC 0.14% No change 5 $3.8M
Avior Wealth Management, LLC 0.12% No change 5 $3.8M
Aspiriant, LLC 0.11% Reduce -37.5% 5 $3.8M
Callan Family Office, LLC 0.08% No change 5 $3.8M
Mgo One Seven LLC 0.08% Add +25.0% 5 $3.8M
Crawford Investment Counsel Inc. 0.06% Add +25.0% 5 $3.8M
Signaturefd, LLC 0.06% No change 5 $3.8M
Confluence Investment Management LLC 0.06% No change 5 $3.8M
Ballentine Partners, LLC 0.05% No change 5 $3.8M
Integrated Wealth Concepts LLC 0.04% Reduce -37.5% 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
Westwood Holdings Group Inc. 0.03% No change 5 $3.8M
Johnson Investment Counsel Inc. 0.03% No change 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
Twelve Points Wealth Management LLC 0.84% No change 5 $3.7M
Barlow Wealth Partners, LLC 0.40% No change 5 $3.7M
Mitchell McLeod Pugh & Williams Inc. 0.44% No change 4 $3.1M
HBK Sorce Advisory LLC 0.07% Add +300.0% 4 $3.1M
MASTERINVEST Kapitalanlage GmbH 0.29% No change 4 $3.0M
Sage Investment Counsel LLC 3.32% No change 4 $3.0M
Kennon-Green & Company, LLC 2.40% No change 4 $3.0M
Black Diamond Capital Management I, LLLP 2.01% No change 4 $3.0M
North Berkeley Wealth Management, LLC 1.78% Add +100.0% 4 $3.0M
Ridgecrest Wealth Partners, LLC 1.64% No change 4 $3.0M
Fogel Capital Management, Inc. 1.39% No change 4 $3.0M
PFG Private Wealth Management, LLC 1.32% Add +300.0% 4 $3.0M
Vawter Financial, Ltd. 1.27% No change 4 $3.0M
Turim 21 Investimentos Ltda. 1.17% No change 4 $3.0M
Bourne Lent Asset Management Inc. 1.00% No change 4 $3.0M
Indiana Trust & Investment Management Co 0.89% Add +300.0% 4 $3.0M
TFB Advisors LLC 0.84% Add +100.0% 4 $3.0M
Keewaydin Investments LLC 0.80% — 4 $3.0M
Meridian Investment Counsel Inc. 0.73% No change 4 $3.0M
DeDora Capital, Inc. 0.71% No change 4 $3.0M
First National Bank & Trust Co. of Newtown 0.55% Reduce -20.0% 4 $3.0M
Manitou Investment Management Ltd. 0.53% No change 4 $3.0M
Gibraltar Capital Management, Inc. 0.51% No change 4 $3.0M
Canvas Wealth Advisors, LLC 0.51% No change 4 $3.0M
CHICAGO TRUST Co NA 0.48% No change 4 $3.0M
Pettyjohn, Wood & White, Inc. 0.47% No change 4 $3.0M
Heritage Investment Group, Inc. 0.46% No change 4 $3.0M
Topsail Wealth Management, LLC 0.44% No change 4 $3.0M
CFO4Life Group, LLC 0.43% No change 4 $3.0M
Canal Capital Management, LLC 0.43% No change 4 $3.0M
Marble Wealth, LLC 0.42% — 4 $3.0M
Capital Planning Advisors, LLC 0.40% No change 4 $3.0M
Hendershot Investments Inc. 0.38% No change 4 $3.0M
Occidental Asset Management, LLC 0.36% No change 4 $3.0M
Baxter Bros Inc. 0.35% No change 4 $3.0M
Marietta Wealth Management, LLC 0.35% No change 4 $3.0M
Indivisible Partners 0.33% — 4 $3.0M
Curated Wealth Partners LLC 0.33% No change 4 $3.0M
Institute for Wealth Management, LLC. 0.32% No change 4 $3.0M
Inscription Capital, LLC 0.31% No change 4 $3.0M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.31% No change 4 $3.0M
Heritage Trust Co 0.31% No change 6 $3.0M
MV Capital Management, Inc. 0.29% Reduce -20.0% 4 $3.0M
American National Bank & Trust 0.29% No change 4 $3.0M
Coastline Trust Co 0.28% No change 4 $3.0M
Nadler Financial Group, Inc. 0.28% No change 4 $3.0M
Kwmg, LLC 0.26% No change 4 $3.0M
Callahan Advisors, LLC 0.25% No change 4 $3.0M
Summit Financial Strategies, Inc. 0.25% No change 4 $3.0M
One Day In July LLC 0.25% No change 4 $3.0M
CORDA Investment Management, LLC. 0.22% No change 4 $3.0M
Schaper Benz & Wise Investment Counsel Inc. 0.22% No change 4 $3.0M
FAS Wealth Partners, Inc. 0.20% Add +33.3% 4 $3.0M
First Interstate Bank 0.16% No change 4 $3.0M
Calamos Wealth Management LLC 0.11% Add +33.3% 4 $3.0M
Larson Financial Group LLC 0.10% Add +33.3% 4 $3.0M
Palisade Capital Management, LP 0.10% No change 4 $3.0M
Joel Isaacson & Co., LLC 0.10% Reduce -20.0% 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
CreativeOne Wealth, LLC 0.07% No change 4 $3.0M
Sagespring Wealth Partners, LLC 0.05% No change 4 $3.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% No change 4 $3.0M
Foundations Investment Advisors, LLC 0.04% No change 4 $3.0M
Pinnacle Associates Ltd. 0.04% No change 4 $3.0M
Kestra Private Wealth Services, LLC 0.04% Reduce -20.0% 4 $3.0M
Focus Partners Advisor Solutions, LLC 0.04% Add +100.0% 4 $3.0M
Advisors Capital Management, LLC 0.04% No change 4 $3.0M
O'shaughnessy Asset Management, LLC 0.02% Reduce -60.0% 4 $3.0M
Flossbach Von Storch SE 0.01% No change 4 $3.0M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -33.3% 4 $3.0M
Aristotle Capital Management, LLC 0.01% No change 4 $3.0M
Point72 Asset Management 0.01% New 4 $3.0M
Jones Financial Companies LLLP 0.00% No change 4 $3.0M
Dodge & Cox 0.00% No change 4 $3.0M
University of Maryland Foundation, Inc. 56.71% No change 4 $3.0M
RK Asset Management, LLC 2.85% No change 4 $3.0M
Ulland Investment Advisors, LLC 2.43% No change 4 $3.0M
Santa Monica Partners LP 1.83% No change 4 $3.0M
HRT Financial LP 0.01% Add +300.0% 4 $3.0M
Janus Henderson Group PLC 0.00% No change 4 $3.0M
NorthCrest Asset Manangement, LLC 0.07% No change 4 $3.0M
Financial Management Network Inc. 0.47% No change 4 $3.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 4 $2.9M
Vista Capital Partners, Inc. 0.28% Add +3.6% 5,606 $2.8M
DekaBank Deutsche Girozentrale 0.00% No change 4 $2.7M
Thrivent Financial for Lutherans 0.00% No change 3 $2.3M
Broyhill Asset Management, LLC 1.99% No change 3 $2.3M
Sound Portfolio Advisors, LLC 1.90% — 3 $2.3M
RoundAngle Advisors LLC 1.65% No change 3 $2.3M
Morey & Quinn Wealth Partners, LLC 1.63% No change 3 $2.3M
Hoese & Co LLP 1.61% No change 3 $2.3M
Exchange Bank 1.57% No change 3 $2.3M
Holcombe Financial, Inc. 1.42% No change 3 $2.3M
Rare Wolf Capital LLC 1.41% — 3 $2.3M
Royal Capital Wealth Management, LLC 1.34% No change 3 $2.3M
Aegis Wealth Management LLC 1.28% Reduce -25.0% 3 $2.3M
NavPoint Financial, Inc. 0.97% New 3 $2.3M
LGL Partners, LLC 0.97% Reduce -25.0% 3 $2.3M
Fortitude Advisory Group L.L.C. 0.96% No change 3 $2.3M
Maltin Wealth Management, Inc. 0.90% No change 3 $2.3M
Diesslin Group, Inc. 0.90% — 3 $2.3M
Waterford Advisors, LLC 0.88% Add +50.0% 3 $2.3M
Silver Lake Advisory, LLC 0.88% No change 3 $2.3M
Montgomery Investment Management Inc. 0.81% No change 3 $2.3M
Kings Path Partners LLC 0.79% No change 3 $2.3M
Spectrum Asset Management, Inc. (NB/CA) 0.76% No change 3 $2.3M
BHK Investment Advisors, LLC 0.74% New 3 $2.3M
Wealth Advisors of Iowa, LLC 0.74% No change 3 $2.3M
East Coast Asset Management, LLC. 0.67% No change 3 $2.3M
Focused Alpha, LLC 0.67% — 3 $2.3M
McMill Wealth Management 0.64% No change 3 $2.3M
HFR Wealth Management, LLC 0.53% No change 3 $2.3M
Bank of New Hampshire 0.51% No change 3 $2.3M
Bulldog Investors, LLP 0.51% New 3 $2.3M
3Chopt Investment Partners, LLC 0.51% No change 3 $2.3M
Cypress Point Wealth Management, LLC 0.49% No change 3 $2.3M
Brooklyn FI, LLC 0.48% Reduce -25.0% 3 $2.3M
Atlas Legacy Advisors, LLC 0.40% No change 3 $2.3M
Beverly Hills Private Wealth, LLC 0.39% No change 3 $2.3M
Elgethun Capital Management 0.39% Add +200.0% 3 $2.3M
Peak Asset Management, LLC 0.39% No change 3 $2.3M
Childress Capital Advisors, LLC 0.36% No change 3 $2.3M
SageGuard Financial Group, LLC 0.36% — 3 $2.3M
James J. Burns & Company, LLC 0.31% New 3 $2.3M
Fourpath Capital Management, LLC 0.31% No change 3 $2.3M
Live Oak Private Wealth LLC 0.31% No change 3 $2.3M
Fort Sheridan Advisors LLC 0.29% No change 3 $2.3M
Fiducient Advisors LLC 0.28% No change 3 $2.3M
Philip James Wealth Mangement, LLC 0.27% No change 3 $2.3M
Archford Capital Strategies, LLC 0.26% No change 3 $2.3M
Schneider Downs Wealth Management Advisors, LP 0.26% No change 3 $2.3M
Atlas Capital Advisors Inc. 0.25% — 3 $2.3M
Middleton & Co. Inc. 0.24% No change 3 $2.3M
Clark Asset Management, LLC 0.24% No change 3 $2.3M
Suncoast Equity Management 0.23% No change 3 $2.3M
Marks Group Wealth Management, Inc 0.22% No change 3 $2.3M
Webster Bank, N. A. 0.21% No change 3 $2.3M
Knollwood Investment Advisory, LLC 0.21% No change 3 $2.3M
JNBA Financial Advisors 0.20% No change 3 $2.3M
Atom Investors LP 0.18% No change 3 $2.3M
Edgemoor Investment Advisors, Inc. 0.18% No change 3 $2.3M
Cantor Fitzgerald Investment Advisors L.P. 0.17% No change 3 $2.3M
Fidelis Capital Partners, LLC 0.16% No change 3 $2.3M
BTC Capital Management, Inc. 0.16% No change 3 $2.3M
Kanawha Capital Management LLC 0.16% No change 3 $2.3M
Sfmg, LLC 0.15% No change 3 $2.3M
Icon Wealth Advisors, LLC 0.15% No change 3 $2.3M
Howe & Rusling Inc. 0.15% No change 3 $2.3M
Roundview Capital LLC 0.14% Add +50.0% 3 $2.3M
Boston Common Asset Management, LLC 0.14% No change 3 $2.3M
Oxford Financial Group, LTD. LLC 0.12% No change 3 $2.3M
Cyndeo Wealth Partners, LLC 0.12% No change 3 $2.3M
BBR Partners, LLC 0.12% No change 3 $2.3M
Sage Mountain Advisors LLC 0.12% Reduce -40.0% 3 $2.3M
J.Safra Asset Management Corp 0.12% New 3 $2.3M
Stratos Wealth Advisors, LLC 0.11% No change 3 $2.3M
Chesley Taft & Associates LLC 0.09% New 3 $2.3M
Heritage Wealth Advisors 0.09% No change 3 $2.3M
First Merchants Corp. 0.08% No change 3 $2.3M
Dynamic Advisor Solutions LLC 0.07% No change 3 $2.3M
Freestone Capital Holdings, LLC 0.07% Reduce -25.0% 3 $2.3M
Arax Advisory Partners 0.07% New 3 $2.3M
Americana Partners, LLC 0.06% No change 3 $2.3M
HUB Investment Partners, LLC 0.06% New 3 $2.3M
Destination Wealth Management 0.06% Add +200.0% 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% No change 3 $2.3M
AlphaCore Capital LLC 0.05% Add +200.0% 3 $2.3M
NorthCoast Asset Management LLC 0.05% Reduce -94.3% 3 $2.3M
Mission Wealth Management, LP 0.05% No change 3 $2.3M
Diversified Trust Co. 0.04% Add +50.0% 3 $2.3M
Engineers Gate Manager LP 0.03% New 3 $2.3M
Stratos Wealth Partners, LTD. 0.03% No change 3 $2.3M
Erste Asset Management GmbH 0.02% Add +0.0% 3 $2.3M
Huntington National Bank 0.02% Reduce -72.7% 3 $2.3M
Boston Trust Walden Corp 0.02% No change 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
Dimensional Fund Advisors LP 0.00% Reduce -25.0% 3 $2.3M
Mosaic Financial Group, LLC 1.55% No change 3 $2.3M
Asset Allocation & Management Company, LLC 0.91% No change 3 $2.3M
First PREMIER Bank 0.52% No change 3 $2.3M
Steginsky Capital LLC 0.38% No change 3 $2.3M
Sentinel Trust Co. Lba 0.22% No change 3 $2.3M
Beto Financial Group, LLC 1.48% — 3 $2.2M
360 Financial, Inc. 0.52% Add +1.3% 3,451 $1.7M
SkyOak Wealth, LLC 0.29% No change 2 $1.6M
Russell Investments Group, Ltd. 0.00% Add +100.0% 2 $1.5M
Stonekeep Investments, LLC 0.97% No change 2 $1.5M
Am Investment Strategies LLC 0.31% Reduce -33.3% 2 $1.5M
Lathrop Investment Management Co. 0.27% No change 2 $1.5M
Resources Management Corp. /CT/ 0.20% No change 2 $1.5M
SkyView Investment Advisors, LLC 0.19% New 2 $1.5M
Neville Rodie & Shaw Inc. 0.11% No change 2 $1.5M
Park Avenue Securities LLC 0.01% No change 2 $1.5M
Wiser Advisor Group LLC 1.73% No change 2 $1.5M
FinDec Wealth Services, Inc. 1.62% No change 2 $1.5M
Signet Private Wealth LLC 1.45% — 2 $1.5M
Snowwater Investment Partners, LLC 1.39% — 2 $1.5M
Aldebaran Capital, LLC 1.35% No change 2 $1.5M
Davis Wealth Advisors, LLC 1.26% No change 2 $1.5M
Hingham Institution for Savings 1.24% — 2 $1.5M
Rhodes Investment Advisors Inc. 1.22% — 2 $1.5M
NorthLanding Financial Partners, LLC 1.21% No change 2 $1.5M
Guardsman Private Capital Management, Inc. 1.20% — 2 $1.5M
Alpha Advisors, LLC 1.16% No change 2 $1.5M
Rexford Capital Inc. 1.14% No change 2 $1.5M
Bantamac Capital, LLC 1.07% No change 2 $1.5M
Blodgett Wealth Advisors, LLC 1.05% No change 2 $1.5M
LongView Asset Management LLC 1.05% No change 2 $1.5M
American Alpha Advisors, LLC 0.95% No change 2 $1.5M
Crew Capital Management, Ltd 0.95% No change 2 $1.5M
Orleans Capital Management Corp. 0.94% No change 2 $1.5M
Meixler Investment Management, Ltd. 0.92% New 2 $1.5M
Financial Alternatives, Inc 0.88% No change 2 $1.5M
Farrow Financial, Inc. 0.87% No change 2 $1.5M
Stephenson & Company, Inc. 0.83% No change 2 $1.5M
Clayton Financial Group LLC 0.77% No change 2 $1.5M
Wealth Intelligence, LLC 0.75% — 2 $1.5M
Brooks, Moore & Associates, Inc. 0.74% No change 2 $1.5M
Epiq Partners, LLC 0.72% No change 2 $1.5M
HRC Wealth Management, LLC 0.72% No change 2 $1.5M
Wimmer Associates 1, LLC 0.70% No change 2 $1.5M
Forte Asset Management LLC 0.69% No change 2 $1.5M
Sterneck Capital Management, LLC 0.68% No change 2 $1.5M
Twin Lakes Capital Management, LLC 0.67% No change 2 $1.5M
Game Plan Financial Advisors, LLC 0.66% No change 2 $1.5M
Accent Capital Management, LLC 0.65% No change 2 $1.5M
Chelsea Counsel Co. 0.65% No change 2 $1.5M
Melone Private Wealth, LLC 0.64% No change 2 $1.5M
Independent Family Office, LLC 0.63% No change 2 $1.5M
Financial Avengers, Inc. 0.62% No change 2 $1.5M
Bernard Wealth Management Corp. 0.61% No change 2 $1.5M
Sellwood Investment Partners LLC 0.59% No change 2 $1.5M
Bryant Woods Investment Advisors, LLC 0.59% No change 2 $1.5M
Long Road Investment Counsel, LLC 0.57% No change 2 $1.5M
Landmark Wealth Management, Inc. 0.57% No change 2 $1.5M
Seneca House Advisors 0.56% No change 2 $1.5M
Thomas Story & Son LLC 0.56% No change 2 $1.5M
waypoint wealth counsel 0.55% No change 2 $1.5M
Sonata Capital Group Inc. 0.55% New 2 $1.5M
Wealth Quarterback LLC 0.54% No change 2 $1.5M
Boothe Investment Group, Inc. 0.54% No change 2 $1.5M
Mma Asset Management LLC 0.54% Reduce -33.3% 2 $1.5M
Sharper & Granite LLC 0.53% No change 2 $1.5M
Wilkerson Advisory Group LLC 0.53% — 2 $1.5M
Benson Investment Management Company, Inc. 0.53% No change 2 $1.5M
NWK Group, Inc. 0.52% No change 2 $1.5M
New Perspectives, Inc 0.52% No change 2 $1.5M
RBA Wealth Management, LLC 0.51% No change 2 $1.5M
44 Wealth Management LLC 0.51% No change 2 $1.5M
Jackson, Grant Investment Advisers, Inc. 0.50% No change 2 $1.5M
StrongBox Wealth, LLC 0.50% No change 2 $1.5M
Next Capital Management LLC 0.48% No change 2 $1.5M
Robinswood Financial LLC 0.48% No change 2 $1.5M
Private Client Services, LLC 0.47% No change 2 $1.5M
Independent Wealth Network Inc. 0.46% No change 2 $1.5M
Baker Boyer National Bank 0.46% New 2 $1.5M
Creative Capital Management Investments LLC 0.46% No change 2 $1.5M
Cove Private Wealth, LLC 0.45% No change 2 $1.5M
Family Legacy, Inc. 0.45% No change 2 $1.5M
Vance Wealth, LLC 0.45% No change 2 $1.5M
Omnia Family Wealth, LLC 0.45% No change 2 $1.5M
Regimen Wealth, LLC 0.44% No change 2 $1.5M
Seven Springs Wealth Group, LLC 0.44% No change 2 $1.5M
SRH Advisors, LLC 0.43% No change 2 $1.5M
Liberty Square Wealth Partners LLC 0.43% No change 2 $1.5M
Crown Wealth Group, LLC 0.42% No change 2 $1.5M
Snider Financial Group 0.40% No change 2 $1.5M
Carr Financial Group Corp 0.40% No change 2 $1.5M
Westmount Partners, LLC 0.38% No change 2 $1.5M
Monument Capital Management 0.38% No change 2 $1.5M
Atticus Wealth Management, LLC 0.37% New 2 $1.5M
Bill Few Associates, Inc. 0.37% No change 2 $1.5M
Hurlow Wealth Management Group, Inc. 0.37% No change 2 $1.5M
Pinion Investment Advisors, LLC 0.37% Add +100.0% 2 $1.5M
Cornerstone Wealth Advisors, Inc. 0.35% No change 2 $1.5M
WealthBridge Capital Management, LLC 0.34% No change 2 $1.5M
Roof Eidam Maycock Peralta, LLC 0.34% New 2 $1.5M
Venator Management LLC 0.34% No change 2 $1.5M
Scott Capital Advisors, LLC 0.33% No change 2 $1.5M
MSH Capital Advisors LLC 0.32% New 2 $1.5M
Tradewinds Capital Management, LLC 0.32% No change 2 $1.5M
Triangle Securities Wealth Management 0.32% No change 2 $1.5M
Schwarz Dygos Wheeler Investment Advisors LLC 0.31% No change 2 $1.5M
Auxano Advisors, LLC 0.30% No change 2 $1.5M
Regent Peak Wealth Advisors LLC 0.30% No change 2 $1.5M
Element Pointe Advisors, LLC 0.29% No change 2 $1.5M
Hamilton Wealth, LLC 0.29% No change 2 $1.5M
Sage Rhino Capital LLC 0.29% No change 2 $1.5M
Interchange Capital Partners, LLC 0.28% No change 2 $1.5M
Key Financial Inc 0.28% No change 2 $1.5M
Harfst & Associates, Inc. 0.27% No change 2 $1.5M
IPG Investment Advisors LLC 0.26% New 2 $1.5M
XY Planning Network, Inc. 0.26% New 2 $1.5M
Wealth Alliance Advisory Group, LLC 0.26% No change 2 $1.5M
Ritter Daniher Financial Advisory LLC / DE 0.25% No change 2 $1.5M
Mountain Pacific Investment Advisers LLC 0.24% No change 2 $1.5M
Asset Management Group, Inc. 0.24% No change 2 $1.5M
Clearstead Trust, LLC 0.24% No change 2 $1.5M
Northwest Wealth Management, LLC 0.24% No change 2 $1.5M
Allied Investment Advisors, LLC 0.23% No change 2 $1.5M
Cadinha & Co. LLC 0.23% No change 2 $1.5M
Horst & Graben Wealth Management LLC 0.23% New 2 $1.5M
Cohen Capital Management, Inc. 0.23% No change 2 $1.5M
WealthPLAN Partners, LLC 0.23% No change 2 $1.5M
Fortis Capital Advisors, LLC 0.22% No change 2 $1.5M
Kelman-Lazarov, Inc. 0.22% No change 2 $1.5M
Parker Investment Management, LLC 0.21% No change 2 $1.5M
Human Investing LLC 0.21% No change 2 $1.5M
Ironwood Investment Counsel, LLC 0.21% No change 2 $1.5M
Capital Advantage, Inc. 0.20% No change 2 $1.5M
O'Brien Wealth Partners LLC 0.20% No change 2 $1.5M
CRA Financial Services, LLC 0.20% No change 2 $1.5M
First Pacific Financial 0.20% No change 2 $1.5M
True North Advisors, LLC 0.20% No change 2 $1.5M
Premier Path Wealth Partners, LLC 0.19% No change 2 $1.5M
Alaska Wealth Advisors, LLC 0.19% No change 2 $1.5M
Sargent Investment Group, LLC 0.19% New 2 $1.5M
CVA Family Office, LLC 0.17% No change 2 $1.5M
Financial Plan, Inc. 0.17% — 2 $1.5M
Sheets Smith Wealth Management 0.17% No change 2 $1.5M
Schwerin Boyle Capital Management Inc. 0.17% No change 2 $1.5M
Portland Global Advisors LLC 0.16% No change 2 $1.5M
Biglari Capital Corp. 0.16% No change 2 $1.5M
Cutler Investment Counsel LLC 0.16% No change 2 $1.5M
Harbour Trust & Investment Management Co 0.15% No change 2 $1.5M
LVW Advisors, LLC 0.15% No change 2 $1.5M
Evolution Wealth Advisors, LLC 0.15% No change 2 $1.5M
Trust Co. of Toledo NA 0.15% No change 2 $1.5M
IMA Advisory Services, Inc. 0.14% New 2 $1.5M
Octavia Wealth Advisors, LLC 0.14% No change 2 $1.5M
Wealth Architects, LLC 0.14% No change 2 $1.5M
Canandaigua National Bank & Trust Co. 0.14% No change 2 $1.5M
CapWealth Advisors, LLC 0.13% No change 2 $1.5M
FourThought Financial Partners, LLC 0.13% No change 2 $1.5M
Fiduciary Group, LLC 0.13% No change 2 $1.5M
XML Financial, LLC 0.12% Reduce -33.3% 2 $1.5M
Condor Capital Management 0.12% No change 2 $1.5M
TCV Trust & Wealth Management, Inc. 0.12% No change 2 $1.5M
Ycg, LLC 0.11% New 2 $1.5M
Penobscot Investment Management Company, Inc. 0.11% No change 2 $1.5M
Harbor Investment Advisory, LLC 0.11% No change 2 $1.5M
Vicus Capital 0.11% No change 2 $1.5M
Rockwood Wealth Management, LLC 0.11% No change 2 $1.5M
Lee Danner & Bass Inc. 0.11% No change 2 $1.5M
ProVise Management Group, LLC 0.11% No change 2 $1.5M
KMG Fiduciary Partners, LLC 0.11% No change 2 $1.5M
Capital Investment Advisory Services, LLC 0.11% No change 2 $1.5M
Kathmere Capital Management, LLC 0.10% No change 2 $1.5M
Sound View Wealth Advisors Group, LLC 0.10% No change 2 $1.5M
Meritage Portfolio Management 0.10% No change 2 $1.5M
Cardinal Point Capital Management ULC 0.10% No change 2 $1.5M
Thomasville National Bank 0.09% No change 2 $1.5M
SVB Wealth LLC 0.09% No change 2 $1.5M
Texas Capital Bank Wealth Management Services Inc 0.09% Add +100.0% 2 $1.5M
TCI Wealth Advisors, Inc. 0.08% No change 2 $1.5M
Traynor Capital Management, Inc. 0.08% No change 2 $1.5M
Rothschild Investment LLC 0.08% No change 2 $1.5M
Evanson Asset Management, LLC 0.08% No change 2 $1.5M
UNIVEST FINANCIAL Corp 0.08% No change 2 $1.5M
First Western Trust Bank 0.07% No change 2 $1.5M
Bryn Mawr Trust Advisors, LLC 0.07% No change 2 $1.5M
Ausdal Financial Partners, Inc. 0.07% No change 2 $1.5M
SouthState Bank Corp 0.07% No change 2 $1.5M
Linscomb Wealth, Inc. 0.06% Add +100.0% 2 $1.5M
GHP Investment Advisors, Inc. 0.06% No change 2 $1.5M
North Star Asset Management Inc. 0.06% No change 2 $1.5M
Waldron Private Wealth LLC 0.06% No change 2 $1.5M
GM Advisory Group, LLC 0.06% No change 2 $1.5M
Sowell Financial Services LLC 0.06% Add +100.0% 2 $1.5M
Belpointe Asset Management LLC 0.05% 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
Burney Co./ 0.05% No change 2 $1.5M
Plancorp, LLC 0.05% No change 2 $1.5M
Quadrant Capital Group LLC 0.05% No change 2 $1.5M
Avantax Planning Partners, Inc. 0.04% Add +100.0% 2 $1.5M
Florida Trust Wealth Management Co 0.04% No change 2 $1.5M
Scharf Investments, LLC 0.04% No change 2 $1.5M
Ashton Thomas Private Wealth, LLC 0.04% No change 2 $1.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% Reduce -50.0% 2 $1.5M
IFP Advisors, Inc 0.03% No change 2 $1.5M
Independent Financial Group, LLC 0.03% No change 2 $1.5M
CENTRAL 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
Perigon Wealth Management, LLC 0.03% Add +100.0% 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
Vanguard Personalized Indexing Management, LLC 0.01% No change 2 $1.5M
Nomura Asset Management Co. Ltd. 0.00% No change 2 $1.5M
Prudential Financial Inc. 0.00% Reduce -50.0% 2 $1.5M
Citadel Advisors 0.00% New 2 $1.5M
Fisher Asset Management 0.00% No change 2 $1.5M
Ogorek Anthony Joseph /NY/ 0.41% No change 2 $1.5M
Lester Murray Antman dba SimplyRich 0.39% No change 2 $1.5M
Natural Investments, LLC 0.38% Reduce -99.9% 2 $1.5M
Valley National Advisers Inc. 0.21% No change 2 $1.5M
Pacific Center for Financial Services 0.38% No change 2 $1.5M
Phillips Wealth Planners LLC 1.16% No change 2 $1.4M
Ignite Planners, LLC 0.22% No change 2 $1.4M
Waterfront Wealth Inc. 0.27% No change 2 $1.4M
Chicago Partners Investment Group LLC 0.04% No change 2 $1.4M
Greykasell Wealth Strategies, Inc. 0.45% Add +100.0% 2 $1.1M
Net Worth Advisory Group 0.17% No change 1 $851K
Pin Oak Investment Advisors Inc. 0.54% No change 1 $763K
Cambridge Financial Group, LLC 0.26% Reduce -66.7% 1 $755K
Silver Oak Securities, Incorporated 0.05% No change 1 $755K
Union Bancaire Privee, UBP SA 0.01% New 1 $755K
Schroder Investment Management Group 0.00% No change 1 $755K
Accuvest Global Advisors 0.56% New 1 $755K
Trust Co of Kansas 0.35% No change 1 $755K
X-Square Capital, LLC 0.25% No change 1 $755K
Shikiar Asset Management Inc. 0.20% No change 1 $755K
Physicians Financial Services, Inc. 0.20% No change 1 $755K
Capital Advisors, Ltd. LLC 0.09% No change 1 $755K
Wendell David Associates Inc. 0.08% No change 1 $755K
LVM Capital Management Ltd. 0.07% No change 1 $755K
Appleton Partners Inc. 0.05% No change 1 $755K
Heritage Investors Management Corp. 0.02% No change 1 $755K
Analyst IMS Investment Management Services Ltd. 0.02% No change 1 $755K
Vaughan David Investments LLC 0.02% No change 1 $755K
Portland Financial Advisors Inc 1.60% No change 1 $755K
Van Diest Capital, LLC 1.13% — 1 $755K
Wedgewood Investors Inc. 0.86% No change 1 $755K
MLP3, LLC 0.82% — 1 $755K
Payne Capital LLC 0.77% No change 1 $755K
Objective Capital Management, LLC 0.77% No change 1 $755K
Cypress Capital Management LLC (WY) 0.73% No change 1 $755K
TrustWell Financial Advisors, LLC 0.73% — 1 $755K
Shepherd Street Advisors LLC 0.72% — 1 $755K
CDM Financial Counseling Services, Inc. 0.71% — 1 $755K
Infinity Wealth Counsel, LLC 0.69% No change 1 $755K
Nitor Capital Management LLC 0.67% — 1 $755K
Perissos Private Wealth Management, LLC 0.65% No change 1 $755K
North Capital, Inc. 0.65% New 1 $755K
ArborFi Advisors, LLC 0.61% No change 1 $755K
Barnett & Company, Inc. 0.61% No change 1 $755K
ATX Financial Planning, LLC 0.58% — 1 $755K
Rainier Family Wealth Inc. 0.57% No change 1 $755K
Lexington Hill Partners, LLC 0.57% — 1 $755K
Collier Financial 0.57% No change 1 $755K
Intrinsic Value Partners, LLC 0.57% No change 1 $755K
Investidor Profissional Gestao de Recursos Ltda. 0.56% No change 1 $755K
Farley Capital L.P. 0.56% No change 1 $755K
Cushing Capital Partners, LLC 0.56% No change 1 $755K
Eagle Bay Advisors LLC 0.55% No change 1 $755K
Allstreet Capital Advisors LLC 0.55% — 1 $755K
Pine Haven Investment Counsel, Inc 0.54% No change 1 $755K
SwitchPoint Financial Planning, LLC 0.53% No change 1 $755K
Magnolia Private Wealth, LLC 0.53% No change 1 $755K
Cornerstone Financial Group, LLC 0.53% No change 1 $755K
Cathy Pareto & Associates, Inc. 0.52% No change 1 $755K
Northern Lights Advisors, Inc. 0.52% — 1 $755K
Triton Financial Group Inc 0.50% New 1 $755K
Terra Nova Asset Management LLC 0.50% No change 1 $755K
Laraway Financial Advisors Inc 0.49% No change 1 $755K
American Institute for Advanced Investment Management, LLP 0.49% No change 1 $755K
Ballast Rock Private Wealth LLC 0.47% — 1 $755K
BCO Wealth Management LLC 0.46% No change 1 $755K
Systrade AG 0.46% New 1 $755K
Cascade Investment Advisors, Inc. 0.44% No change 1 $755K
Financial Planning Hawaii, Inc. 0.43% — 1 $755K
Swisher Financial Concepts, Inc. 0.43% No change 1 $755K
Pacific Wealth Strategies Group, Inc. 0.43% No change 1 $755K
Momentous Wealth Management, Inc. 0.43% No change 1 $755K
Presper Financial Architects, LLC 0.43% No change 1 $755K
Corsicana & Co. 0.42% No change 1 $755K
Councilmark Asset Management, LLC 0.42% No change 1 $755K
Hara Capital LLC 0.42% New 1 $755K
Midwest Financial Partners Investments, Inc. 0.42% — 1 $755K
Tilia Fiduciary Partners, Inc. 0.42% No change 1 $755K
Cross Staff Investments Inc 0.42% No change 1 $755K
Fortis Advisors, LLC 0.42% No change 1 $755K
CoreFirst Bank & Trust 0.41% No change 1 $755K
Base Wealth Management LLC 0.41% No change 1 $755K
Lantern Wealth Advisors, LLC 0.40% No change 1 $755K
Harbour Investment Management LLC 0.40% No change 1 $755K
Pullen Investment Management, LLC 0.40% No change 1 $755K
Novak & Powell Financial Services, Inc. 0.39% No change 1 $755K
Visionary Horizons, LLC 0.39% No change 1 $755K
Sprinkle Financial Consultants LLC 0.38% No change 1 $755K
Matrix Private Capital Group LLC 0.38% No change 1 $755K
Tenret Co LLC 0.38% No change 1 $755K
MN Wealth Advisors, LLC 0.38% No change 1 $755K
Harrington Investments, INC 0.38% No change 1 $755K
Clarity Capital Advisors, LLC 0.38% No change 1 $755K
Pinnacle Wealth Management Group, Inc. 0.38% No change 1 $755K
Kapstone Financial Advisors LLC 0.38% No change 1 $755K
Hyperion Capital Advisors LP 0.37% No change 1 $755K
Latko Wealth Management, Ltd. 0.37% No change 1 $755K
Sterling Group Wealth Management, LLC 0.37% No change 1 $755K
Meritas Wealth Management, LLC 0.36% No change 1 $755K
5th Street Advisors, LLC 0.35% New 1 $755K
Financial Futures Ltd Liability Co. 0.35% No change 1 $755K
Chronos Wealth Management, LLC 0.35% No change 1 $755K
Legal Advantage Investments, Inc. 0.35% No change 1 $755K
Armstrong, Fleming & Moore, Inc 0.35% No change 1 $755K
Tandem Capital Management Corp. 0.34% No change 1 $755K
McCarter Private Wealth Services LLC 0.34% No change 1 $755K
FF Advisors,LLC 0.34% No change 1 $755K
Kilter Group LLC 0.34% No change 1 $755K
Cherry Creek Investment Advisors, Inc. 0.32% No change 1 $755K
Caldwell Sutter Capital, Inc. 0.32% No change 1 $755K
AAF Wealth Management, LLC 0.32% No change 1 $755K
BlueChip Wealth Advisors LLC 0.32% No change 1 $755K
Regency Capital Management Inc.\DE 0.31% No change 1 $755K
Pavion Blue Capital, LLC 0.31% No change 1 $755K
WealthCollab, LLC 0.31% New 1 $755K
Integrity Wealth Solutions LLC 0.30% No change 1 $755K
TCFG Wealth Management, LLC 0.30% No change 1 $755K
Hanover Advisors Inc. 0.29% No change 1 $755K
Hall Capital Management Co. Inc. 0.29% No change 1 $755K
Murphy Pohlad Asset Management LLC 0.29% No change 1 $755K
Garner Asset Management Corp 0.29% New 1 $755K
Iat Reinsurance Co. LTD. 0.29% No change 1 $755K
River Street Advisors LLC 0.28% No change 1 $755K
First Dallas Securities Inc. 0.28% No change 1 $755K
Arcadia Wealth Management, LLC 0.28% No change 1 $755K
Wealthedge Investment Advisors, LLC 0.28% No change 1 $755K
Heritage Oak Wealth Advisors LLC 0.28% No change 1 $755K
Arrowroot Family Office, LLC 0.27% No change 1 $755K
Glass Jacobson Investment Advisors llc 0.27% No change 1 $755K
Arcus Capital Partners, LLC 0.27% No change 1 $755K
GFG Capital, LLC 0.27% No change 1 $755K
Plum Street Advisors, LLC 0.27% No change 1 $755K
Northstar Advisory Group, LLC 0.27% No change 1 $755K
Lountzis Asset Management, LLC 0.27% No change 1 $755K
Autumn Glory Partners, LLC 0.26% No change 1 $755K
Midwest Heritage Bank, FSB 0.26% No change 1 $755K
Silver Coast Investments LLC 0.26% No change 1 $755K
Powell Investment Advisors, LLC 0.26% No change 1 $755K
Miramontes Capital, LLC 0.26% — 1 $755K
Nia Impact Advisors, LLC 0.25% No change 1 $755K
jvl associates llc 0.25% No change 1 $755K
Gen-Wealth Partners Inc 0.24% No change 1 $755K
Quaker Wealth Management, LLC 0.24% No change 1 $755K
Jeppson Wealth Management, LLC 0.24% No change 1 $755K
Core Wealth Management, Inc. 0.24% No change 1 $755K
Brady Family Wealth, LLC 0.23% No change 1 $755K
Pegasus Asset Management, Inc. 0.23% No change 1 $755K
Tilson Financial Group, Inc. 0.23% New 1 $755K
Oak Family Advisors, LLC 0.23% No change 1 $755K
Congress Park Capital LLC 0.23% No change 1 $755K
Atlas Brown,Inc. 0.22% No change 1 $755K
Impact Capital Partners LLC 0.22% No change 1 $755K
Windsor Capital Management, LLC 0.22% No change 1 $755K
Freedom Investment Management, Inc. 0.22% Reduce -50.0% 1 $755K
Colton Groome Financial Advisors, LLC 0.22% No change 1 $755K
Sterling Investment Counsel, LLC 0.22% No change 1 $755K
Westend Capital Management, LLC 0.21% No change 1 $755K
Van Strum & Towne Inc. 0.21% No change 1 $755K
Narus Financial Partners, LLC 0.21% No change 1 $755K
Steamboat Capital Partners, LLC 0.21% No change 1 $755K
Paragon Advisors, LLC 0.21% No change 1 $755K
BridgePort Financial Solutions, LLC 0.20% No change 1 $755K
Platform Wealth Management, LLC 0.20% — 1 $755K
Measured Wealth Private Client Group, LLC 0.20% No change 1 $755K
Fischer Financial Services, Inc. 0.20% Reduce -50.0% 1 $755K
Xcel Wealth Management, LLC 0.20% No change 1 $755K
TriaGen Wealth Management LLC 0.20% No change 1 $755K
Quaker Capital Investments, LLC 0.19% No change 1 $755K
Flagstone Financial Management 0.19% No change 1 $755K
Integral Investment Advisors, Inc. 0.19% No change 1 $755K
Aspen Capital Management, LLC 0.19% No change 1 $755K
Monarch Capital Management Inc. 0.19% No change 1 $755K
D.B. Root & Company, LLC 0.18% No change 1 $755K
Advus Financial Partners, LLC 0.18% No change 1 $755K
G2 Capital Management, LLC / Oh 0.18% No change 1 $755K
RDA Financial Network 0.18% No change 1 $755K
Alpine Woods Capital Investors, LLC 0.18% No change 1 $755K
Abound Wealth Management 0.18% No change 1 $755K
Ballast, Inc. 0.18% New 1 $755K
Diversified Management Inc. 0.18% — 1 $755K
Timber Creek Capital Management LLC 0.18% No change 1 $755K
American Investment Services, Inc. 0.18% No change 1 $755K
Cordatus Wealth Management LLC 0.17% No change 1 $755K
Lorne Steinberg Wealth Management Inc. 0.17% No change 1 $755K
Integris Wealth Management, LLC 0.17% No change 1 $755K
Parisi Gray Wealth Management 0.17% No change 1 $755K
Founders Grove Wealth Partners, LLC 0.17% No change 1 $755K
Herold Advisors, Inc. 0.17% No change 1 $755K
Plimoth Trust Co. LLC 0.17% No change 1 $755K
Barry Investment Advisors, LLC 0.17% No change 1 $755K
Centurion Wealth Management LLC 0.17% No change 1 $755K
Nvwm, LLC 0.16% No change 1 $755K
Madrona Financial Services, LLC 0.16% No change 1 $755K
United American Securities Inc. (d/b/a UAS Asset Management) 0.16% No change 1 $755K
Noble Family Wealth, LLC 0.16% No change 1 $755K
Keystone Wealth Services, LLC 0.16% No change 1 $755K
Newman Dignan & Sheerar, Inc. 0.16% New 1 $755K
ABLE Financial Group, LLC 0.15% New 1 $755K
High Falls Advisors, Inc 0.15% No change 1 $755K
Headinvest, LLC 0.15% No change 1 $755K
Cranbrook Wealth Management, LLC 0.15% No change 1 $755K
Whalerock Point Partners, LLC 0.15% No change 1 $755K
Integrated Investment Consultants, LLC 0.15% No change 1 $755K
Sachem Hill LLC 0.15% No change 1 $755K
Marshall Financial Group, LLC 0.15% No change 1 $755K
Heron Bay Capital Management 0.14% No change 1 $755K
Annis Gardner Whiting Capital Advisors, LLC 0.14% No change 1 $755K
Lafayette Investments, Inc. 0.14% No change 1 $755K
Milestone Asset Management, LLC 0.14% Reduce -50.0% 1 $755K
Three Arch Wealth Management LLC 0.14% — 1 $755K
Chemistry Wealth Management LLC 0.14% No change 1 $755K
Activest Wealth Management 0.14% New 1 $755K
Perkins Coie Trust Co 0.14% No change 1 $755K
FLC Capital Advisors 0.14% No change 1 $755K
Amarillo National Bank 0.13% No change 1 $755K
Seven Mile Advisory 0.13% No change 1 $755K
Aspen Grove Capital, LLC 0.13% No change 1 $755K
Martel Wealth Advisors LLC 0.13% No change 1 $755K
West Financial Advisors, LLC 0.13% No change 1 $755K
Carrera Capital Advisors 0.13% No change 1 $755K
Citizens Business Bank 0.12% Reduce -50.0% 1 $755K
SeaBridge Investment Advisors LLC 0.12% No change 1 $755K
First Bank & Trust 0.12% No change 1 $755K
Knightsbridge Asset Management, LLC 0.12% No change 1 $755K
Cornerstone Advisors Asset Management, LLC 0.12% No change 1 $755K
Ascentis Independent Advisors 0.12% New 1 $755K
Woodard & Co. Asset Management Group Inc. 0.12% No change 1 $755K
Bell Investment Advisors, Inc 0.12% No change 1 $755K
Secure Asset Management, LLC 0.12% No change 1 $755K
American Money Management, LLC 0.12% No change 1 $755K
Schnieders Capital Management, Llc. 0.12% No change 1 $755K
SC&H Financial Advisors, Inc. 0.12% No change 1 $755K
Harbor Advisors LLC 0.11% No change 1 $755K
Founders Capital Management, LLC 0.11% No change 1 $755K
Acorn Financial Advisory Services Inc. 0.11% No change 1 $755K
Perryman Financial Advisory Inc. 0.11% — 1 $755K
Eagle Rock Investment Company, LLC 0.11% No change 1 $755K
Ellenbecker Investment Group 0.11% No change 1 $755K
Gratus Wealth Advisors, LLC 0.10% No change 1 $755K
Biltmore Family Office, LLC 0.10% No change 1 $755K
Meridian Wealth Partners, LLC 0.10% No change 1 $755K
Financial Consulate, Inc. 0.10% No change 1 $755K
Debussy Capital Management LP 0.10% No change 1 $755K
Lee Financial Co 0.10% Reduce -50.0% 1 $755K
Arbor Investment Advisors, LLC 0.10% No change 1 $755K
Oarsman Capital, Inc. 0.10% No change 1 $755K
Concord Wealth Partners 0.10% No change 1 $755K
Impact Partnership Wealth, LLC 0.10% New 1 $755K
Stanley-Laman Group, Ltd. 0.10% No change 1 $755K
SJS Investment Consulting Inc. 0.10% No change 1 $755K
Gilbert & Cook, Inc. 0.09% No change 1 $755K
1834 Investment Advisors Co. 0.09% No change 1 $755K
Versant Capital Management, Inc 0.09% No change 1 $755K
Strid Group, LLC 0.09% No change 1 $755K
Johnson Bixby & Associates, LLC 0.09% No change 1 $755K
Lake Street Private Wealth, LLC 0.09% No change 1 $755K
RTD Financial Advisors, Inc. 0.09% No change 1 $755K
McMillan Office, Inc. 0.09% — 1 $755K
Rodgers Brothers Inc. 0.09% No change 1 $755K
Hill Investment Group Partners, LLC 0.09% No change 1 $755K
Greatmark Investment Partners, Inc. 0.09% No change 1 $755K
HHM Wealth Advisors, LLC 0.09% No change 1 $755K
Howard Financial Services, LTD. 0.09% No change 1 $755K
Alley Investment Management Company, LLC 0.09% No change 1 $755K
Twin Focus Capital Partners, LLC 0.09% No change 1 $755K
Quadcap Wealth Management, LLC 0.09% No change 1 $755K
Cypress Capital Group 0.08% No change 1 $755K
Night Owl Capital Management, LLC 0.08% No change 1 $755K
Altfest L J & Co. Inc. 0.08% No change 1 $755K
Onyx Bridge Wealth Group LLC 0.08% No change 1 $755K
Red Door Wealth Management, LLC 0.08% No change 1 $755K
Financial Management Professionals, Inc. 0.08% No change 1 $755K
Iron Gate Global Advisors LLC 0.08% No change 1 $755K
Tower Bridge Advisors 0.08% No change 1 $755K
Tritonpoint Wealth, LLC 0.08% No change 1 $755K
Relyea Zuckerberg Hanson LLC 0.08% No change 1 $755K
TRUE Private Wealth Advisors 0.08% No change 1 $755K
Continuum Advisory, LLC 0.08% No change 1 $755K
Wealth Alliance, LLC 0.07% No change 1 $755K
Spirepoint Private Client, LLC 0.07% No change 1 $755K
Cornerstone Advisory, LLC 0.07% No change 1 $755K
Three Seasons Wealth, LLC 0.07% No change 1 $755K
Crescent Grove Advisors, LLC 0.07% No change 1 $755K
Rockbridge Investment Management, LCC 0.07% No change 1 $755K
Tanglewood Wealth Management, Inc. 0.07% No change 1 $755K
Certified Advisory Corp 0.07% No change 1 $755K
ARS Wealth Advisors Group, LLC 0.07% No change 1 $755K
Oxbow Advisors, LLC 0.07% No change 1 $755K
Strategic Investment Advisors / MI 0.07% No change 1 $755K
Ledyard National Bank 0.07% No change 1 $755K
Means Investment Co., Inc. 0.06% No change 1 $755K
Hengehold Capital Management LLC 0.06% No change 1 $755K
Brandywine Oak Private Wealth LLC 0.06% No change 1 $755K
Diversified Portfolios, Inc. 0.06% No change 1 $755K
Forbes J M & Co. LLP 0.06% No change 1 $755K
MBL Wealth, LLC 0.06% No change 1 $755K
RMR Wealth Builders 0.06% No change 1 $755K
Trust Point Inc. 0.06% No change 1 $755K
Cozad Asset Management Inc. 0.06% No change 1 $755K
Weatherly Asset Management L. P. 0.06% No change 1 $755K
Gemmer Asset Management LLC 0.06% New 1 $755K
Magnus Financial Group LLC 0.06% No change 1 $755K
RVW Wealth, LLC 0.06% Reduce -50.0% 1 $755K
Edgar Lomax Co. 0.06% No change 1 $755K
Smith, Moore & Co. 0.06% No change 1 $755K
Lanark Financial, Inc. 0.06% No change 1 $755K
WBH Advisory Inc. 0.06% No change 1 $755K
Litman Gregory Wealth Management LLC 0.06% No change 1 $755K
Private Wealth Partners, LLC 0.05% No change 1 $755K
Earned Wealth Advisors, LLC 0.05% No change 1 $755K
Fairholme Capital Management 0.05% No change 1 $755K
International Assets Investment Management, LLC 0.05% No change 1 $755K
Checchi Capital Advisers, LLC 0.05% No change 1 $755K
Lutz Financial Services LLC 0.05% No change 1 $755K
Simmons Bank 0.05% No change 1 $755K
Alta Capital Management LLC/ 0.05% No change 1 $755K
Soltis Investment Advisors LLC 0.05% No change 1 $755K
Beaumont Financial Advisors, LLC 0.05% No change 1 $755K
Asset Dedication, LLC 0.05% No change 1 $755K
Plante Moran Financial Advisors, LLC 0.05% No change 1 $755K
Maple Capital Management, Inc. 0.05% Reduce -66.7% 1 $755K
Albion Financial Group 0.05% No change 1 $755K
Greenspring Advisors, LLC 0.05% No change 1 $755K
Garde Capital, Inc. 0.04% No change 1 $755K
Verdence Capital Advisors LLC 0.04% No change 1 $755K
Founders Financial Securities LLC 0.04% No change 1 $755K
Legacy Private Trust Co. 0.04% No change 1 $755K
Patten & Patten Inc. 0.04% No change 1 $755K
Cadence Bank 0.04% No change 1 $755K
Atwood & Palmer Inc. 0.04% No change 1 $755K
McKinley Carter Wealth Services, Inc. 0.04% Reduce -83.3% 1 $755K
Rice Hall James & Associates, LLC 0.04% No change 1 $755K
Sepio Capital, LP 0.04% New 1 $755K
Arvest Bank Trust Division 0.04% No change 1 $755K
Rehmann Capital Advisory Group 0.04% New 1 $755K
Cornerstone Wealth Management, LLC 0.04% No change 1 $755K
Fairview Capital Investment Management, LLC 0.04% No change 1 $755K
Syon Capital LLC 0.04% No change 1 $755K
Smith Salley Wealth Management 0.04% No change 1 $755K
Procyon Advisors, LLC 0.04% No change 1 $755K
Lowe Brockenbrough & Co. Inc. 0.04% No change 1 $755K
Waters Parkerson & Co., LLC 0.04% No change 1 $755K
PFG Advisors 0.04% No change 1 $755K
Klingman & Associates, LLC 0.04% No change 1 $755K
Woodley Farra Manion Portfolio Management Inc. 0.04% No change 1 $755K
Flagship Harbor Advisors, LLC 0.04% No change 1 $755K
Western Wealth Management, LLC 0.03% No change 1 $755K
Csenge Advisory Group 0.03% No change 1 $755K
Meeder Advisory Services, Inc. 0.03% No change 1 $755K
VestGen Advisors, LLC 0.03% No change 1 $755K
BLB&B Advisors, LLC 0.03% No change 1 $755K
Trust Co. of Vermont 0.03% No change 1 $755K
Summitry LLC 0.03% No change 1 $755K
Leavell Investment Management, Inc. 0.03% No change 1 $755K
Beacon Investment Advisory Services, Inc. 0.03% No change 1 $755K
Stratos Investment Management, LLC 0.03% No change 1 $755K
Rockland Trust Co. 0.03% No change 1 $755K
Balentine LLC 0.03% No change 1 $755K
Ameritas Advisory Services, LLC 0.03% New 1 $755K
Integrity Alliance, Llc. 0.03% Reduce -66.7% 1 $755K
ZWJ Investment Counsel Inc. 0.03% No change 1 $755K
Meridian Wealth Management, LLC 0.03% No change 1 $755K
Alpha Cubed Investments, LLC 0.03% No change 1 $755K
First National Trust Co 0.03% No change 1 $755K
Pallas Capital Advisors LLC 0.02% No change 1 $755K
Level Four Advisory Services, LLC 0.02% No change 1 $755K
Donaldson Capital Management, LLC 0.02% No change 1 $755K
TCTC Holdings, LLC 0.02% No change 1 $755K
Argent Capital Management LLC 0.02% No change 1 $755K
Performance Wealth Partners, LLC 0.02% No change 1 $755K
MassMutual Private Wealth & Trust, FSB 0.02% No change 1 $755K
Cary Street Partners Financial LLC 0.02% No change 1 $755K
Baker Avenue Asset Management, LP 0.02% No change 1 $755K
Y-Intercept (Hong Kong) Ltd 0.02% Reduce -50.0% 1 $755K
Bailard, Inc. 0.02% No change 1 $755K
Dakota Wealth Management 0.01% No change 1 $755K
Steadfast Capital Management LP 0.01% No change 1 $755K
Davis R M Inc. 0.01% No change 1 $755K
OpenArc Corporate Advisory, LLC 0.01% — 1 $755K
Gradient Investments LLC 0.01% No change 1 $755K
Capital Group Private Client Services, Inc. 0.01% No change 1 $755K
Capital Investment Advisors, LLC 0.01% No change 1 $755K
Kingsview Wealth Management, LLC 0.01% No change 1 $755K
Horizon Kinetics Asset Management LLC 0.01% No change 1 $755K
Welch & Forbes LLC 0.01% No change 1 $755K
OneDigital Investment Advisors LLC 0.01% No change 1 $755K
Orion Porfolio Solutions, LLC 0.01% Reduce -50.0% 1 $755K
Equitable Holdings, Inc. 0.01% No change 1 $755K
AE Wealth Management LLC 0.00% Reduce -50.0% 1 $755K
Fort Washington Investment Advisors Inc. 0.00% No change 1 $755K
Schonfeld Strategic Advisors LLC 0.00% Reduce -66.7% 1 $755K
Federation des caisses Desjardins du Quebec 0.00% No change 1 $755K
Vontobel Holding Ltd. 0.00% Reduce -99.0% 1 $755K
Baron Capital (BAMCO) 0.00% No change 1 $755K
MML Investors Services, LLC 0.00% No change 1 $755K
Mitsubishi UFJ Trust & Banking Corp 0.00% No change 1 $755K
Balyasny Asset Management L.P. 0.00% New 1 $755K
Assetmark, Inc. 0.00% No change 1 $755K
Lazard Asset Management LLC 0.00% No change 1 $755K
Ridgepath Capital Management LLC 0.35% No change 1 $754K
Formidable Asset Management, LLC 0.11% No change 1 $754K
Ferguson Johnson Wealth Management Inc 0.63% — 1 $754K
Warburton Capital Management, LLC 0.43% No change 1 $754K
PFC Capital Group, Inc. 0.31% No change 1 $754K
TD Waterhouse Canada Inc. 0.00% Reduce -85.7% 1 $754K
Fairfax Financial Holdings 0.04% No change 1 $753K
Austin Wealth Management, LLC 0.11% No change 1 $750K
Gallagher Capital Advisors, LLC 0.48% No change 1 $750K
Accurate Wealth Management, LLC 0.09% No change 1 $748K
LongView Wealth Management 0.18% No change 1 $748K
Capital Wealth Alliance, LLC 0.32% No change 1 $748K
IHT Wealth Management, LLC 0.02% No change 1 $748K
McLean Asset Management Corp 0.13% No change 1 $743K
Foster Victor Wealth Advisors, LLC 0.04% No change 1 $741K
Orca Wealth Management, LLC 0.52% No change 1 $732K
Wealthgarden F.S. LLC 0.48% No change 1 $726K
Nwam LLC 0.04% Reduce -83.3% 1 $726K
Kercheville Advisors, LLC 0.19% No change 1 $726K
Financial Partners Group, Inc 0.08% No change 1 $723K
Los Angeles Capital Management LLC 0.00% No change 1 $718K
Facet Wealth, Inc. 0.01% No change 1 $710K
Eagle Harbor Asset Management Inc. 0.44% Reduce -16.0% 1,052 $529K
Wedbush Securities Inc. 0.01% No change 4 $219K
Northwestern University 85.17% — 455 $90K
LM Advisors LLC 0.00% Add +75380.0% 7,548 $10

"% 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.