Berkshire Hathaway Inc. Class ABRK.A

13F holders, Q1 2026 (March 31)
1,428holders +16
55new positions
37sold out
13famous investors
$324584.10avg. 13F price*

At the end of Q1 2026, 1,428 institutions reported holding Berkshire Hathaway Inc. Class A (BRK.A) in their 13F filings, up 16 from Q4 2025. 55 opened new positions and 37 sold out. The largest holders were FMR LLC ($12.2B), First Manhattan Co. Llc. ($10.0B) and Vanguard Portfolio Management LLC ($1.5B). 13 famous investors held it, including Guy Spier (15.9% of Aquamarine Capital (Aquamarine Zurich)'s portfolio), Tom Russo (12.3% of Gardner Russo & Quinn's portfolio) and Chris Bloomstran (9.9% 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 Q4 2025 → Q1 2026

InstitutionsTotal Value
New Positions55$220.0M
Exits37$99.3M

All 13F filers, Q4 2025 → Q1 2026: 82,294 shares bought and 149,121 shares sold, net −66,827 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,428 holders

FMR LLC 0.64% Reduce -30.8% 17,000 $12.2B
First Manhattan Co. Llc. 27.82% Reduce -0.8% 13,969 $10.0B
Vanguard Portfolio Management LLC 0.08% — 2,053 $1.5B
HighTower Advisors, LLC 1.53% Reduce -3.5% 2,006 $1.4B
Gardner Russo & Quinn 12.34% Reduce -1.9% 1,460 $1.0B
Everett Harris & Co. 13.12% Reduce -0.1% 1,415 $1.0B
Vanguard Capital Management LLC 0.02% — 1,379 $990.3M
Hikari Tsushin, Inc. 55.80% No change 1,127 $809.3M
Markel Group 6.70% No change 1,114 $800.0M
Paralel Advisors LLC 30.68% No change 1,028 $738.2M
PNC Financial Services Group, Inc. 0.41% Reduce -2.5% 984 $706.6M
Davis Selected Advisers 3.04% Reduce -2.1% 923 $662.8M
US Bancorp \de 0.75% Add +0.2% 861 $618.3M
Graham Holdings Co Master Retirement Trust 84.28% No change 829 $595.3M
Hikari Power Ltd 47.49% Reduce -3.1% 759 $545.1M
Morgan Stanley 0.03% Add +0.8% 755 $542.2M
Bank of America Corp. 0.04% Add +1.1% 744 $534.3M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 6.21% No change 700 $502.7M
S&G Foundation 25.35% — 665 $477.6M
Fiduciary Trust Co 5.46% Reduce -0.2% 643 $461.8M
State of Wisconsin Investment Board 1.04% Add +1.8% 630 $452.4M
California Public Employees Retirement System 0.28% Reduce -2.6% 627 $450.3M
First Eagle Investment Management, LLC 0.69% Add +2.2% 565 $405.7M
Baldwin Investment Management, LLC 46.58% Reduce -0.2% 555 $398.6M
Mawer Investment Management Ltd. 2.37% Reduce -13.3% 509 $365.5M
Davis Asset Management, L.P. 9.87% Add +295.8% 475 $341.1M
BlackRock, Inc. 0.01% Reduce -8.1% 467 $335.9M
Graham Holdings Co 31.35% No change 422 $303.1M
Bank of Montreal 0.12% Reduce -2.1% 409 $293.7M
VANGUARD ASSET MANAGEMENT, Ltd 0.23% — 375 $269.3M
Fayez Sarofim & Co 0.67% Reduce -0.8% 365 $262.1M
Mariner, LLC 0.29% Add +1.2% 350 $251.3M
Bridges Investment Management Inc. 3.28% Reduce -4.5% 337 $242.0M
UBS Group AG 0.04% Reduce -29.6% 335 $240.6M
Legal & General Group Plc 0.06% Reduce -14.2% 332 $238.4M
Clearbridge Investments, LLC 0.19% Reduce -0.7% 301 $216.2M
Allen Holding Inc. 21.09% Reduce -6.6% 296 $212.6M
Northern Trust Corp. 0.03% Add +12.6% 295 $211.9M
Canton Hathaway, LLC 42.02% Reduce -3.6% 290 $208.3M
Pathstone Holdings, LLC 0.81% Add +1.8% 285 $204.7M
State Street Corp. 0.01% Reduce -17.9% 284 $204.0M
Bank of New York Mellon Corp 0.04% No change 280 $201.1M
Armstrong Henry H Associates Inc. 20.05% Reduce -1.8% 274 $196.8M
Laurel Wealth Advisors LLC 18.58% Add +773.3% 262 $188.0M
Royal Bank of Canada 0.03% Reduce -6.6% 242 $173.8M
Virtu Financial LLC 6.98% Add +2.6% 234 $168.0M
Capital Research Global Investors 0.03% Add +180.5% 230 $165.2M
Creative Planning 0.11% Add +2.3% 225 $161.5M
Goldman Sachs Group Inc. 0.02% Add +0.9% 222 $159.4M
WINTON GROUP Ltd 5.47% No change 217 $155.8M
Rede Wealth, LLC 53.73% No change 208 $149.4M
Corient Private Wealth LP 0.21% Reduce -7.2% 219 $145.1M
Brown Advisory Inc. 0.23% No change 197 $141.5M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +4.3% 194 $139.3M
Neuberger Berman Group LLC 0.10% Add +33.6% 183 $131.4M
Raymond James Financial Inc. 0.04% Reduce -1.2% 171 $122.8M
Auto-Owners Insurance Co 2.51% No change 167 $119.9M
Timucuan Asset Management Inc. 4.33% Reduce -4.7% 164 $117.8M
Focus Partners Wealth 0.12% Add +7.4% 159 $111.3M
Laird Norton Wetherby Trust Company, LLC 2.38% Reduce -2.6% 152 $109.2M
Punch Card Management L.P. 38.47% No change 145 $104.1M
UMB Bank, n.a. 1.45% No change 145 $104.1M
Tweedy, Browne Co LLC 8.21% No change 144 $103.4M
Brown Brothers Harriman & Co. 0.53% No change 137 $98.4M
Van Lanschot Kempen Investment Management N.V. 0.82% No change 130 $93.4M
Deltroit Asset Management (UK) LLP 15.94% No change 128 $91.9M
Gabelli Funds LLC 0.63% Reduce -3.0% 128 $91.9M
Royal London Asset Management Ltd. 0.19% No change 129 $91.9M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.16% Reduce -2.3% 127 $91.2M
WS Management LLLP 11.74% No change 125 $89.8M
Quantinno Capital Management LP 0.15% Add +27.6% 125 $89.8M
LPL Financial LLC 0.02% Add +13.2% 120 $86.3M
HSBC Holdings PLC 0.05% Reduce -13.7% 120 $86.2M
SG Americas Securities, LLC 0.09% No change 119 $85.5M
Hartline Investment Corp./ 9.40% No change 119 $85.5M
Wells Fargo & Company 0.02% Add +4.4% 118 $84.9M
Semper Augustus Investments 9.95% No change 116 $83.3M
State of Michigan Retirement System 0.44% No change 116 $83.3M
Stifel Financial Corp. 0.08% Reduce -20.8% 114 $81.9M
Well Done, LLC 11.81% No change 112 $80.4M
Mercer Global Advisors Inc. 0.12% Reduce -1.8% 112 $80.4M
American Century Companies Inc. 0.04% Reduce -13.8% 112 $80.4M
General American Investors Co. Inc. 5.22% No change 110 $79.0M
Ruane, Cunniff & Goldfarb L.P. 1.31% Reduce -4.3% 110 $79.0M
Douglass Winthrop Advisors, LLC 1.41% Add +1.9% 107 $76.8M
Mill Capital Management, LLC 5.57% Reduce -12.8% 102 $73.3M
Professional Advisory Services Inc. 9.03% No change 100 $71.8M
Commonwealth Equity Services, LLC 0.10% Reduce -8.6% 96 $68.9M
Hollencrest Capital Management 2.54% No change 95 $68.2M
JPMorgan Chase & Co. 0.00% Reduce -4.0% 95 $67.7M
Accredited Investors Inc. 3.60% Add +8.1% 93 $66.8M
Qube Research & Technologies Ltd 0.09% Add +33.8% 91 $65.4M
Ninety One SA (Pty) Ltd 2.79% No change 91 $64.8M
Bank Pictet & Cie (Europe) AG 1.36% No change 89 $63.9M
Chou Associates Management Inc. 29.72% No change 86 $61.8M
ACR Alpine Capital Research, LLC 0.91% No change 85 $61.0M
Cerity Partners LLC 0.08% Reduce -3.5% 82 $58.9M
Victory Capital Management Inc. 0.04% Reduce -3.6% 81 $58.2M
Choreo, LLC 0.71% No change 80 $57.5M
Tiaa-Cref Individual & Institutional Services, LLC 0.21% — 77 $55.3M
RBF Capital, LLC 2.68% No change 76 $54.6M
Wilmington Savings Fund Society, FSB 1.30% Add +2.7% 76 $54.6M
Eastern Bank 0.94% No change 76 $54.6M
Captrust Financial Advisors 0.10% Add +4.1% 76 $54.6M
Rockefeller Capital Management L.P. 0.09% Reduce -11.9% 74 $53.1M
Bartlett & Co. Wealth Management LLC 0.63% Reduce -5.4% 70 $49.2M
Northwestern University 92.11% — 66 $47.4M
CIBC Bancorp USA Inc. 0.06% — 66 $47.4M
Charles Schwab Investment Management Inc. 0.01% Add +3.1% 66 $47.4M
I.G.Y. Ltd 19.84% No change 65 $46.7M
B. Metzler seel. Sohn & Co. AG 0.43% Add +3.2% 65 $46.7M
Cambridge Investment Research Advisors, Inc. 0.12% No change 64 $46.0M
Blair William & Co. 0.13% Reduce -3.0% 64 $46.0M
ASO GROUP Ltd 19.08% No change 63 $45.2M
Greenlea Lane Capital Management, LLC 13.14% Reduce -6.0% 63 $45.2M
Hamilton Point Investment Advisors, LLC 6.97% Reduce -1.6% 63 $45.2M
Ameriprise Financial Inc. 0.01% Reduce -3.1% 63 $45.2M
Acadian Asset Management LLC 0.06% Reduce -4.5% 63 $45.2M
Security National Bank 6.49% No change 62 $44.5M
Baird Financial Group, Inc. 0.07% Reduce -4.6% 62 $44.5M
D.A. Davidson & Co. 0.26% No change 59 $42.4M
Sumitomo Mitsui Trust Group, Inc. 0.03% Reduce -37.4% 57 $40.9M
Vanguard Fiduciary Trust Co. 0.01% — 57 $40.9M
Crewe Advisors LLC 3.43% No change 56 $40.2M
Crestwood Advisors Group, LLC 0.66% No change 55 $39.5M
CI Investments Inc. 0.19% Reduce -8.3% 55 $39.5M
Lincoln Capital LLC 7.48% Add +3.8% 55 $39.5M
Flow Traders U.S. LLC 1.21% Reduce -47.5% 53 $38.1M
Toronto Dominion Bank 0.07% No change 53 $37.7M
Vinva Investment Management Ltd 0.46% New 78,327 $37.2M
GTS Securities LLC 1.30% No change 51 $36.6M
Aberdeen Group plc 0.06% Add +4.1% 51 $36.6M
Susquehanna International Group, LLP 0.05% Reduce -52.3% 51 $36.6M
Elkhorn Partners Limited Partnership 22.86% No change 50 $35.9M
Hi-Line Capital Management, LLC 11.29% No change 50 $35.9M
SWF LLC 3.13% No change 50 $35.9M
Commerce Bank 0.17% Add +233.3% 50 $35.9M
Moneta Group Investment Advisors LLC 0.26% No change 49 $35.2M
Kelleher Financial Advisors 8.81% No change 48 $34.5M
Pinnacle Financial Partners, Inc. 0.26% Reduce -7.8% 47 $33.8M
Robeco Institutional Asset Management B.V. 0.05% New 47 $33.8M
Whittier Trust Co. 0.38% Reduce -11.3% 47 $33.7M
Prodigy Asset Management LLC 11.03% No change 46 $33.0M
Pitcairn Wealth Advisors LLC 2.99% No change 43 $32.5M
Truist Financial Corp. 0.04% Reduce -8.2% 45 $32.3M
Invesco Ltd. 0.00% Reduce -13.5% 45 $32.3M
Postrock Partners LLC 14.62% No change 44 $31.6M
Franklin Resources Inc. 0.01% Reduce -8.3% 44 $31.6M
Global Frontier Investments LLC 4.32% No change 44 $31.6M
Peapack Gladstone Financial Corp. 0.39% No change 42 $30.2M
Fenimore Asset Management Inc 0.67% No change 42 $30.2M
Cannell & Spears LLC 0.60% No change 42 $30.2M
Bessemer Group Inc. 0.05% Add +20.6% 41 $29.4M
Hutner Capital Management Inc. 12.10% No change 41 $29.4M
Allen Operations LLC 4.40% No change 41 $29.4M
Mesirow Financial Investment Management, Inc. 0.48% Add +2.5% 41 $29.4M
GAMCO Investors 0.29% No change 41 $29.4M
Osaic Holdings, Inc. 0.04% Reduce -2.7% 71 $29.4M
Oslo Pensjonsforsikring AS 4.47% — 40 $28.7M
MAI Capital Management 0.16% No change 40 $28.7M
Segment Wealth Management, LLC 1.64% Reduce -7.1% 39 $28.0M
Utah Retirement Systems 0.29% No change 39 $28.0M
Silvercrest Asset Management Group LLC 0.20% Add +8.3% 39 $28.0M
Whittier Trust Co. of Nevada Inc. 0.57% No change 39 $27.9M
Farmers & Merchants Investments Inc. 0.75% No change 38 $27.3M
First Citizens Bank & Trust Co. 0.57% No change 38 $27.3M
HM Payson & Co. 0.39% No change 38 $27.3M
Haverford Trust Co 0.25% No change 38 $27.3M
Fifth Third Bancorp 0.05% Add +85.0% 37 $26.6M
Hardy Reed LLC 1.89% No change 36 $25.9M
Parsons Capital Management Inc. 1.18% No change 36 $25.9M
Hennessy Advisors Inc. 0.93% Add +9.1% 36 $25.9M
Allworth Financial LP 0.11% No change 36 $25.9M
Bislett Management, LLC 19.39% No change 35 $25.1M
Shelter Mutual Insurance Co 5.43% No change 34 $24.4M
Pittenger & Anderson Inc. 0.97% No change 34 $24.4M
General Partner, Inc. 14.43% No change 33 $23.7M
Granite FO LLC 14.02% No change 33 $23.7M
Perennial Advisors, LLC 4.07% No change 33 $23.7M
Private Management Group Inc. 0.68% No change 33 $23.7M
Cwm, LLC 0.06% Reduce -2.9% 33 $23.7M
Millennium Management 0.02% Reduce -34.0% 33 $23.7M
Union Savings Bank 10.08% No change 32 $23.0M
AMG National Trust Bank 0.50% Reduce -3.0% 32 $23.0M
Cresset Asset Management, LLC 0.10% Add +10.3% 32 $23.0M
Pinnacle Bancorp, Inc. 6.57% No change 31 $22.3M
Busey Bank 0.60% No change 31 $22.3M
World Investment Advisors 0.36% No change 31 $22.3M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -3.1% 31 $22.3M
Janney Montgomery Scott LLC 0.06% Reduce -6.1% 31 $22.3M
Friends of the Cornell Lab of Ornithology, Inc. 20.34% No change 30 $21.5M
7G Capital Management, LLC 12.84% No change 30 $21.5M
Williams Jones Wealth Management, LLC. 0.26% No change 30 $21.5M
Waverly Advisors, LLC 0.16% No change 30 $21.5M
Cetera Investment Advisers 0.02% No change 30 $21.5M
BNP Paribas Financial Markets 0.01% Reduce -3.2% 30 $21.5M
Aquamarine Capital (Aquamarine Zurich) 15.92% No change 30 $21.5M
Check Capital Management Inc. 1.28% No change 29 $20.8M
Barr E S & Co. 1.21% No change 29 $20.8M
Stock Yards Bank & Trust Co. 0.65% Reduce -3.3% 29 $20.8M
Circle Wealth Management, LLC 0.30% No change 29 $20.8M
EP Wealth Advisors, LLC 0.10% Reduce -3.3% 29 $20.8M
Harvey Investment Co. LLC 2.29% Reduce -3.3% 29 $20.8M
Wealth Enhancement Advisory Services, LLC 0.05% Reduce -50.0% 33 $20.8M
Allium Financial Advisors, LLC 16.12% No change 28 $20.1M
Silverleafe Capital Partners, LLC 6.06% No change 28 $20.1M
Mill Creek Capital Advisors, LLC 0.41% Add +7.7% 28 $20.1M
Sunesis Advisors, LLC 8.76% Add +22.7% 27 $19.4M
HB Wealth Management, LLC 0.13% Reduce -27.0% 27 $19.4M
Kestra Advisory Services, LLC 0.07% No change 27 $19.4M
NewEdge Advisors, LLC 0.07% No change 27 $19.4M
Regions Financial Corp. 0.12% No change 26 $18.7M
Plan A Wealth LLC 8.60% Reduce -13.8% 25 $18.0M
Alliancebernstein L.P. 0.01% No change 23 $17.4M
BigSur Wealth Management LLC 4.83% Reduce -22.6% 24 $17.2M
Patten Group, Inc. 3.00% New 24 $17.2M
Brighton Jones LLC 0.38% New 24 $17.2M
Cullen/Frost Bankers, Inc. 0.20% No change 24 $17.2M
Concurrent Investment Advisors, LLC 0.19% No change 24 $17.2M
Marex Group Ltd 0.18% No change 24 $17.2M
Sequoia Financial Advisors, LLC 0.10% No change 24 $17.2M
DAVENPORT & Co LLC 0.10% No change 24 $17.2M
Ieq Capital, LLC 0.08% Reduce -36.8% 24 $17.2M
Spinnaker Investment Group, LLC 3.36% Reduce -30.3% 23 $16.5M
Locust Wood Capital Advisers, LLC 0.45% Reduce -4.2% 23 $16.5M
Caprock Group, LLC 0.40% Add +15.0% 23 $16.5M
Vestmark Advisory Solutions, Inc. 0.18% Add +4.5% 23 $16.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.02% No change 23 $16.5M
Baader Bank Aktiengesellschaft 1.60% No change 23 $16.3M
Saybrook Capital 4.25% No change 22 $15.8M
JRM Investment Counsel, LLC 4.24% No change 22 $15.8M
Ascentis Wealth Management, LLC 3.34% No change 22 $15.8M
Brandywine Trust Co. 2.86% No change 22 $15.8M
Ashford Capital Management Inc. 1.95% No change 22 $15.8M
WASHINGTON TRUST Co 0.53% No change 22 $15.8M
Texas Yale Capital Corp. 0.45% No change 22 $15.8M
Beacon Pointe Advisors, LLC 0.08% Add +22.2% 22 $15.6M
Pflug Koory, LLC 6.91% No change 21 $15.1M
Seven Post Investment Office LP 4.87% New 21 $15.1M
Plan Group Financial, LLC 3.54% Add +5.0% 21 $15.1M
Gibson Capital, LLC 2.81% No change 21 $15.1M
Private Wealth Asset Management, LLC 1.61% Add +5.0% 21 $15.1M
Zuckerman Investment Group, LLC 1.42% No change 21 $15.1M
First Nebraska Trust Co 1.39% No change 21 $15.1M
Apollon Wealth Management, LLC 0.25% No change 21 $15.1M
Merit Financial Group, LLC 0.11% Add +40.0% 21 $15.1M
M&T Bank Corp 0.05% No change 21 $15.1M
Sapient Capital LLC 0.22% Reduce -16.7% 20 $14.4M
WoodTrust Financial Corp 1.85% Add +5.3% 20 $14.4M
Lubar & Co., Inc 12.07% No change 20 $14.4M
Birch Financial Group, LLC 8.39% No change 20 $14.4M
Guardian Financial Partners, LLC 6.06% No change 20 $14.4M
Shayne & Jacobs, LLC 4.44% Reduce -4.8% 20 $14.4M
LexAurum Advisors, LLC 1.87% — 20 $14.4M
Wealth Enhancement Trust Services, Inc. 1.74% No change 20 $14.4M
Cheviot Value Management, LLC 1.44% No change 20 $14.4M
PDS Planning, Inc 0.95% No change 20 $14.4M
Jane Street Group, LLC 0.02% Add +81.8% 20 $14.4M
Smithfield Trust Co 0.63% Reduce -4.5% 21 $14.4M
Western Wealth Management, LLC 0.52% Add +1900.0% 20 $13.6M
Legacy Wealth Advisors, LLC 6.96% No change 19 $13.6M
Sagewood Asset Management LP 4.27% No change 19 $13.6M
Onex Canada Asset Management Inc. 2.27% Reduce -9.5% 19 $13.6M
Round Rock Advisors LLC 2.09% No change 19 $13.6M
Center for Financial Planning, Inc. 1.42% No change 19 $13.6M
JFS Wealth Advisors, LLC 0.76% No change 19 $13.6M
Park National Corp. 0.42% No change 19 $13.6M
Clearstead Advisors, LLC 0.12% No change 19 $13.6M
Private Advisor Group, LLC 0.06% Add +5.6% 19 $13.6M
Swedbank AB 0.01% Reduce -5.0% 19 $13.6M
Vanguard Global Advisers, LLC 0.01% — 19 $13.6M
First National Bank of Omaha 0.42% Reduce -58.7% 19 $13.6M
Ar Asset Management Inc. 2.52% No change 18 $12.9M
T. Rowe Price Associates Inc. 0.00% No change 18 $12.9M
Foster Group, Inc. 0.38% Add +5.9% 18 $12.9M
Glenmede Trust Co. NA 0.06% Reduce -5.3% 18 $12.9M
Piedmont Capital Management, LLC 8.15% No change 17 $12.2M
Sand Hill Global Advisors, LLC 0.41% Reduce -5.6% 17 $12.2M
Deutsche Bank AG 0.00% No change 17 $12.2M
Amundi 0.00% Reduce -5.6% 17 $12.2M
Keystone Financial Group 0.83% No change 17 $12.2M
Pacific Capital Partners Ltd 11.34% Add +128.6% 16 $11.5M
Essex Bank 2.54% No change 16 $11.5M
K.J. Harrison & Partners Inc 1.89% No change 16 $11.5M
First National Advisers, LLC 1.68% No change 16 $11.5M
Choate Investment Advisors 0.22% No change 16 $11.5M
Composition Wealth, LLC 0.16% No change 16 $11.5M
Arthur M. Cohen & Associates, LLC 2.04% No change 16 $11.5M
Fiduciary Counselling Inc. 29.96% No change 15 $10.8M
Dover Advisors, LLC 4.46% No change 15 $10.8M
Matthew 25 Management Corp 3.58% No change 15 $10.8M
Strata Wealth Advisors, LLC 2.95% No change 15 $10.8M
Cambridge Advisors Inc. 2.09% No change 15 $10.8M
Destiny Wealth Partners, LLC 1.18% No change 15 $10.8M
Carret Asset Management, LLC 1.05% No change 15 $10.8M
Rossmore Private Capital 0.95% Reduce -6.3% 15 $10.8M
Hemenway Trust Co LLC 0.87% Reduce -21.1% 15 $10.8M
Grandfield & Dodd, LLC 0.61% No change 15 $10.8M
Clifford Swan Investment Counsel LLC 0.37% Reduce -6.3% 15 $10.8M
Carnegie Investment Counsel 0.21% No change 15 $10.8M
Arkadios Wealth Advisors 0.18% No change 15 $10.8M
Bradley Foster & Sargent Inc. 0.17% No change 15 $10.8M
AQR Capital Management 0.00% Reduce -6.3% 15 $10.8M
CPA Asset Management Group, LLC 3.37% Reduce -6.7% 14 $10.1M
Northstar Asset Management Inc. 3.09% No change 14 $10.1M
M. Kulyk & Associates, LLC 1.88% No change 14 $10.1M
Aviance Capital Partners, LLC 1.18% No change 14 $10.1M
Wallace Capital Management Inc. 1.15% No change 14 $10.1M
Traphagen Investment Advisors LLC 0.81% No change 14 $10.1M
Smith Chas P & Associates Pa Cpas 0.55% Add +7.7% 14 $10.1M
Simon Quick Advisors, LLC 0.46% Add +7.7% 14 $10.1M
Argent Trust Co 0.34% No change 14 $10.1M
National Philanthropic Trust 0.11% No change 14 $10.1M
Mather Group, Llc. 0.10% No change 14 $10.1M
Greenleaf Trust 0.10% No change 14 $10.1M
King Luther Capital Management Corp. 0.04% No change 14 $10.1M
Wealthspire Advisors, LLC 0.08% No change 14 $9.7M
Rubicon Global Capital Ltd 3.98% No change 13 $9.3M
Pacifica Capital Investments, LLC 3.18% No change 13 $9.3M
Moseley Investment Management Inc. 2.98% No change 13 $9.3M
Baker Ellis Asset Management LLC 1.11% No change 13 $9.3M
Griffin Asset Management, Inc. 1.05% No change 13 $9.3M
Transcend Capital Advisors, LLC 0.75% No change 13 $9.3M
Keel Point, LLC 0.63% No change 13 $9.3M
LMCG Investments, LLC 0.56% No change 13 $9.3M
WealthPlan Investment Management, LLC 0.52% No change 13 $9.3M
Spinnaker Trust 0.52% No change 13 $9.3M
Obermeyer Wealth Partners 0.43% Reduce -7.1% 13 $9.3M
LGT Fund Management Co Ltd. 0.41% No change 13 $9.3M
Valeo Financial Advisors, LLC 0.22% Reduce -7.1% 13 $9.3M
Y-Intercept (Hong Kong) Ltd 0.18% Add +1200.0% 13 $9.3M
Rwa Wealth Partners, LLC 0.10% No change 13 $9.3M
Financial Engines Advisors L.L.C. 0.02% No change 13 $9.3M
Aviva PLC 0.02% Add +8.3% 13 $9.3M
Rhumbline Advisers 0.01% Reduce -23.5% 13 $9.3M
Sax Wealth Advisors, LLC 0.44% Reduce -74.5% 12 $9.1M
Scotia Capital Inc. 0.04% Add +9.1% 12 $8.6M
Sierra Capital LLC 0.94% No change 12 $8.6M
Ingalls & Snyder LLC 0.31% No change 12 $8.6M
Pangea Capital Gestao de Recursos Ltda. 6.56% No change 12 $8.6M
Virginia Wealth Management Group, Inc. 4.61% No change 12 $8.6M
Weik Capital Management 3.43% No change 12 $8.6M
OFS Enterprise LLC 2.53% — 12 $8.6M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 2.02% No change 12 $8.6M
Weaver Capital Management LLC 1.87% No change 12 $8.6M
Bellecapital International Ltd. 1.55% Reduce -14.3% 12 $8.6M
Kavar Capital Partners Group, LLC 1.08% Add +9.1% 12 $8.6M
GC Wealth Management RIA, LLC 0.36% Add +20.0% 12 $8.6M
DF Dent & Co. Inc. 0.17% Reduce -7.7% 12 $8.6M
Citizens Financial Group Inc. 0.12% No change 12 $8.6M
&partners 0.04% No change 12 $8.6M
Credit Agricole S A 0.03% No change 12 $8.6M
Jupiter Wealth Management LLC 3.16% No change 11 $8.0M
Bridgewater Advisors Inc. 0.48% No change 11 $8.0M
AlTi Global, Inc. 0.17% Add +22.2% 11 $7.9M
Schulhoff & Co. Inc. 3.25% No change 11 $7.9M
Cornerstone Management, Inc. 1.26% No change 11 $7.9M
Parkside Financial Bank & Trust 0.61% No change 11 $7.9M
Compass Capital Management, Inc. 0.48% No change 11 $7.9M
Montag A & Associates Inc. 0.37% No change 11 $7.9M
Giverny Capital 0.29% No change 11 $7.9M
Sterling Capital Management LLC 0.15% No change 11 $7.9M
Ritholtz Wealth Management 0.14% No change 11 $7.9M
Evercore Wealth Management, LLC 0.12% No change 11 $7.9M
Oppenheimer & Co. Inc. 0.10% New 11 $7.9M
Savant Capital, LLC 0.04% No change 11 $7.9M
Rathbones Group PLC 0.03% Reduce -15.4% 11 $7.9M
Citigroup Inc. 0.01% No change 11 $7.9M
Sutton Place Investors LLC 3.93% No change 10 $7.2M
Enterprise Financial Services Corp 3.64% No change 10 $7.2M
Causey Wealth LLC 3.05% No change 10 $7.2M
Alexander Labrunerie & Co., Inc. 2.71% Reduce -41.2% 10 $7.2M
Absolute Capital Management, LLC 2.39% No change 10 $7.2M
Pecaut & Co. 2.33% No change 10 $7.2M
Naman Capital Ltda 2.00% No change 10 $7.2M
Bulldog Investors, LLP 1.62% Add +233.3% 10 $7.2M
Aire Advisors, LLC 1.31% No change 10 $7.2M
Trifecta Capital Advisors, LLC 1.11% No change 10 $7.2M
Oliver Luxxe Assets LLC 1.08% No change 10 $7.2M
Barton Investment Management 0.90% No change 10 $7.2M
Wescott Financial Advisory Group, LLC 0.63% No change 10 $7.2M
Courier Capital LLC 0.40% No change 10 $7.2M
Cidel Asset Management Inc. 0.39% No change 10 $7.2M
Nations Financial Group Inc, /Ia/ 0.37% No change 10 $7.2M
Salem Investment Counselors Inc. 0.21% No change 10 $7.2M
Cassaday & Co Wealth Management LLC 0.15% No change 10 $7.2M
Badgley Phelps Wealth Managers, LLC 0.14% Reduce -9.1% 10 $7.2M
Ferguson Wellman Capital Management, Inc. 0.10% No change 10 $7.2M
Allen Investment Management, LLC 0.09% No change 10 $7.2M
Brookstone Capital Management 0.08% No change 10 $7.2M
London Co. of Virginia 0.04% No change 10 $7.2M
Bahl & Gaynor LLC 0.04% No change 10 $7.2M
Apella Capital, LLC 0.11% No change 10 $7.1M
JTC Employer Solutions Trustee Ltd 0.54% No change 9 $6.5M
Cornell Pochily Investment Advisors, Inc. 1.90% Reduce -25.0% 9 $6.5M
Puzo Michael J 1.88% No change 9 $6.5M
Weil Company, Inc. 1.45% No change 9 $6.5M
Sanders Morris Harris LLC 1.05% New 9 $6.5M
Fort Point Capital Partners LLC 0.85% No change 9 $6.5M
Van Hulzen Asset Management, LLC 0.48% No change 9 $6.5M
Quent Capital, LLC 0.46% No change 9 $6.5M
Mogy Joel R Investment Counsel Inc. 0.40% No change 9 $6.5M
Essex Financial Services, Inc. 0.36% No change 9 $6.5M
Venture Visionary Partners LLC 0.22% No change 9 $6.5M
NorthRock Partners, LLC 0.10% Add +50.0% 9 $6.5M
Prospera Financial Services Inc 0.10% Add +12.5% 9 $6.5M
Glenview Trust Co 0.10% No change 9 $6.5M
Steward Partners Investment Advisory, LLC 0.03% No change 9 $6.5M
Gotham Asset Management 0.02% No change 9 $6.5M
Cibc World Market Inc. 0.01% No change 9 $6.5M
Manufacturers Life Insurance Company, The 0.01% No change 9 $6.5M
Arkfeld Wealth Strategies, L.L.C. 2.02% Add +12.5% 9 $6.4M
Tannin Capital LLC 4.17% New 8 $5.7M
Thompson David Blair 3.29% New 8 $5.7M
Castlekeep Investment Advisors LLC 3.12% No change 8 $5.7M
Blue Water Asset Management 1.99% No change 8 $5.7M
LeClair Wealth Partners LLC 1.99% New 8 $5.7M
TigerOak Management, L.L.C. 1.81% No change 8 $5.7M
Lawson Kroeker Investment Management Inc. 1.68% No change 8 $5.7M
Argos Wealth Advisors, LLC 1.65% No change 8 $5.7M
Walter & Keenan Wealth Management LLC /in/ 1.62% No change 8 $5.7M
Channel Wealth LLC 1.39% No change 8 $5.7M
Louisbourg Investments Inc. 1.09% No change 8 $5.7M
Factor Wealth Management LTD 1.08% Reduce -11.1% 8 $5.7M
America First Investment Advisors, LLC 1.07% No change 8 $5.7M
Balboa Wealth Partners 0.97% No change 8 $5.7M
Calydon Capital 0.94% No change 8 $5.7M
Northstar Group, Inc. 0.84% No change 8 $5.7M
Caldwell Trust Co 0.51% No change 8 $5.7M
Insigneo Advisory Services, LLC 0.41% No change 8 $5.7M
1900 Wealth Management LLC 0.37% No change 8 $5.7M
Zhang Financial LLC 0.20% No change 8 $5.7M
Evergreen Capital Management LLC 0.12% No change 8 $5.7M
Mutual Advisors, LLC 0.12% No change 8 $5.7M
Atlantic Union Bankshares Corp 0.11% No change 8 $5.7M
Evoke Wealth, LLC 0.11% No change 8 $5.7M
Capital Advisors Inc. 0.09% No change 8 $5.7M
NewEdge Wealth, LLC 0.07% No change 8 $5.7M
United Capital Financial Advisors, LLC 0.04% No change 8 $5.7M
Connor, Clark & Lunn Investment Management Ltd. 0.01% Reduce -38.5% 8 $5.7M
South Dakota Investment Council 0.11% No change 8 $5.7M
Farther Finance Advisors, LLC 0.05% Add +14.3% 8 $5.7M
Windsor Advisory Group, LLC 4.20% No change 7 $5.0M
Prosperity Bancshares Inc 4.03% No change 7 $5.0M
Bradyco, Inc. 3.89% New 7 $5.0M
Durante & Waters, LLC 3.64% No change 7 $5.0M
Sterling Investment Management, LLC 3.02% No change 7 $5.0M
Security National Bank of Sioux City Iowa 2.97% No change 7 $5.0M
Intelligent Financial Strategies 2.62% No change 7 $5.0M
Unconventional Investor, LLC 2.39% No change 7 $5.0M
Bright Financial Advisors, Inc. 2.30% No change 7 $5.0M
Montis Financial, LLC 1.04% No change 7 $5.0M
SOA Wealth Advisors, LLC. 0.95% No change 7 $5.0M
Iowa State Bank 0.93% No change 7 $5.0M
Mraz, Amerine & Associates, Inc. 0.74% No change 7 $5.0M
Manchester Capital Management LLC 0.72% No change 7 $5.0M
Bedel Financial Consulting, Inc. 0.58% No change 7 $5.0M
Southeast Asset Advisors, LLC 0.55% No change 7 $5.0M
Allen Capital Group, LLC 0.45% No change 7 $5.0M
Northside Capital Management, LLC 0.44% No change 7 $5.0M
Intrust Bank NA 0.41% No change 7 $5.0M
Beese Fulmer Investment Management, Inc. 0.32% Reduce -12.5% 7 $5.0M
Guyasuta Investment Advisors Inc. 0.29% No change 7 $5.0M
Capstone Financial Advisors, Inc. 0.27% No change 7 $5.0M
Equitable Trust Co. 0.23% No change 7 $5.0M
First Horizon Corp. 0.21% No change 7 $5.0M
Klingenstein Fields & Co. LP 0.20% No change 7 $5.0M
Chilton Capital Management LLC 0.18% No change 7 $5.0M
Robertson Stephens Wealth Management, LLC 0.14% No change 7 $5.0M
Nicholas Hoffman & Company, LLC. 0.12% No change 7 $5.0M
Wealthcare Advisory Partners LLC 0.10% No change 7 $5.0M
Parallel Advisors, LLC 0.09% No change 7 $5.0M
Curi Capital, LLC 0.09% Reduce -12.5% 7 $5.0M
Crawford Investment Counsel Inc. 0.09% Add +40.0% 7 $5.0M
Old National Bancorp 0.08% No change 7 $5.0M
Tocqueville Asset Management L.P. 0.07% No change 7 $5.0M
Stephens Inc. 0.06% No change 7 $5.0M
Midwest Trust Co 0.06% No change 7 $5.0M
SCS Capital Management LLC 0.05% Reduce -12.5% 7 $5.0M
Benjamin Edwards Inc. 0.05% Add +40.0% 7 $5.0M
Integrated Wealth Concepts LLC 0.04% Add +40.0% 7 $5.0M
Lido Advisors, LLC 0.02% No change 7 $5.0M
Barclays PLC 0.00% Reduce -61.1% 7 $5.0M
Natural Investments, LLC 1.24% Add +250.0% 7 $5.0M
Lazard Freres Gestion S.A.S. 0.10% Reduce -53.3% 7 $5.0M
EFG International AG 0.11% No change 7 $5.0M
Wedmont Private Capital 0.14% Reduce -14.3% 6 $4.3M
National Bank of Canada 0.00% No change 6 $4.3M
Beaton Management Co. Inc. 1.92% No change 6 $4.3M
Birinyi Associates Inc. 1.17% No change 6 $4.3M
Cortland Associates Inc. 0.62% Reduce -53.9% 6 $4.3M
Epacria Capital Partners, LLC 3.34% No change 6 $4.3M
Allie Family Office LLC 1.88% Add +20.0% 6 $4.3M
Sittner & Nelson, LLC 1.57% Reduce -25.0% 6 $4.3M
Canopy Partners, LLC 1.48% No change 6 $4.3M
Sunpointe, LLC 1.41% No change 6 $4.3M
Whitegate Investment Counselors, Inc. 1.37% No change 6 $4.3M
Pine Harbor Wealth Management, LLC 1.29% No change 6 $4.3M
KP Management LLC 1.23% No change 6 $4.3M
Roberts Glore & Co. Inc. 1.18% No change 6 $4.3M
Cadent Capital Advisors, LLC 1.14% No change 6 $4.3M
Elgethun Capital Management 0.71% Add +100.0% 6 $4.3M
Cornerstone Advisors Asset Management, LLC 0.66% Add +500.0% 6 $4.3M
Alpine Bank Wealth Management 0.63% No change 6 $4.3M
IFC Advisors LLC 0.62% No change 6 $4.3M
Dimension Capital Management LLC 0.61% No change 6 $4.3M
Avenir Corp. 0.53% No change 6 $4.3M
Parthenon LLC 0.49% No change 6 $4.3M
Graves Light Lenhart Wealth, Inc. 0.45% No change 6 $4.3M
Cascade Financial Partners, LLC 0.44% No change 6 $4.3M
First Business Financial Services, Inc. 0.38% No change 6 $4.3M
Journey Advisory Group, LLC 0.37% No change 6 $4.3M
Cardiff Park Advisors, LLC 0.34% No change 6 $4.3M
Patriot Investment Management Group, Inc. 0.28% No change 6 $4.3M
North Star Investment Management Corp. 0.26% No change 6 $4.3M
Principle Wealth Partners LLC 0.25% No change 6 $4.3M
Aprio Wealth Management, LLC 0.24% Reduce -14.3% 6 $4.3M
Blackhill Capital Inc. 0.22% No change 6 $4.3M
Goelzer Investment Management, Inc. 0.21% No change 6 $4.3M
PFG Investments, LLC 0.20% No change 6 $4.3M
71 West Capital Partners 0.19% No change 6 $4.3M
Bragg Financial Advisors, Inc 0.14% No change 6 $4.3M
Daymark Wealth Partners, LLC 0.14% No change 6 $4.3M
Ameritas Investment Partners, Inc. 0.13% No change 6 $4.3M
Summit Trail Advisors, LLC 0.06% Reduce -25.0% 6 $4.3M
OpenArc Corporate Advisory, LLC 0.06% Add +500.0% 6 $4.3M
Coldstream Capital Management Inc. 0.05% Reduce -92.6% 6 $4.3M
Blue Trust, Inc. 0.05% No change 6 $4.3M
Independent Advisor Alliance 0.05% No change 6 $4.3M
Allianz Asset Management GmbH 0.01% New 6 $4.3M
Modern Wealth Management, LLC 0.07% No change 6 $4.3M
Elm Partners Management LLC 0.19% No change 6 $4.3M
Townsend & Associates, Inc 0.36% No change 6 $4.2M
Boston Family Office LLC 0.24% No change 5 $3.6M
Titiun Yejiel 3.63% No change 5 $3.6M
Adkins Seale Capital Management LLC 3.54% No change 5 $3.6M
RMR Capital Management, LLC 2.59% No change 5 $3.6M
Lavelle Capital LP 2.23% No change 5 $3.6M
English Capital Management LLC 2.11% No change 5 $3.6M
Avondale Wealth Management 1.76% No change 5 $3.6M
Murphy, Middleton, Hinkle & Parker, Inc. 1.66% New 5 $3.6M
Dixon Fnancial Services, Inc. 1.61% No change 5 $3.6M
Lumbard & Kellner, LLC 1.24% No change 5 $3.6M
Valley Forge Investment Consultants Inc. Adv 1.08% No change 5 $3.6M
Hilltop National Bank 0.85% No change 5 $3.6M
Total Clarity Wealth Management, Inc. 0.84% No change 5 $3.6M
one8zero8, LLC 0.80% No change 5 $3.6M
Blankinship & Foster, LLC 0.79% No change 5 $3.6M
Addison Advisors LLC 0.79% No change 5 $3.6M
Twelve Points Wealth Management LLC 0.79% No change 5 $3.6M
Okabena Investment Services Inc. 0.69% Reduce -28.6% 5 $3.6M
Delta Investment Management, LLC 0.64% No change 5 $3.6M
Citizens National Bank Trust Department 0.60% No change 5 $3.6M
Tarbox Family Office, Inc. 0.58% No change 5 $3.6M
Rbo & Co. LLC 0.58% No change 5 $3.6M
Mitchell McLeod Pugh & Williams Inc. 0.53% Add +25.0% 5 $3.6M
Summit Asset Management, LLC 0.50% No change 5 $3.6M
TFC Financial Management, Inc. 0.44% No change 5 $3.6M
St. Louis Trust Co 0.42% No change 5 $3.6M
Foundation Resource Management Inc. 0.40% No change 5 $3.6M
Goldstein Advisors, LLC 0.40% No change 5 $3.6M
Gryphon Financial Partners LLC 0.38% No change 5 $3.6M
Consolidated Portfolio Review Corp 0.33% No change 5 $3.6M
Amplius Wealth Advisors, LLC 0.30% No change 5 $3.6M
Richard C. Young & CO., LTD. 0.30% No change 5 $3.6M
Washington Trust Advisors, Inc. 0.29% No change 5 $3.6M
Verity & Verity, LLC 0.27% No change 5 $3.6M
Narwhal Capital Management 0.26% No change 5 $3.6M
Pine Ridge Advisers LLC 0.26% No change 5 $3.6M
Coastal Bridge Advisors, LLC 0.25% Reduce -16.7% 5 $3.6M
CORDA Investment Management, LLC. 0.25% Add +25.0% 5 $3.6M
Aureus Asset Management, LLC 0.24% No change 5 $3.6M
NBT Bank, N.A. 0.24% No change 5 $3.6M
Osterweis Capital Management Inc. 0.22% No change 5 $3.6M
Main Street Research LLC 0.21% No change 5 $3.6M
Aaron Wealth Advisors LLC 0.21% No change 5 $3.6M
Jacobi Capital Management LLC 0.20% No change 5 $3.6M
Angeles Wealth Management, LLC 0.20% No change 5 $3.6M
Hills Bank & Trust Co 0.17% No change 5 $3.6M
Kingswood Wealth Advisors, LLC 0.17% No change 5 $3.6M
Prosperity Consulting Group, LLC 0.16% No change 5 $3.6M
First Foundation Advisors 0.14% No change 5 $3.6M
Gladstone Institutional Advisory LLC 0.13% No change 5 $3.6M
CWA Asset Management Group, LLC 0.12% No change 5 $3.6M
EverSource Wealth Advisors, LLC 0.11% No change 5 $3.6M
Aspiriant, LLC 0.10% No change 5 $3.6M
HUB Investment Partners, LLC 0.09% Add +66.7% 5 $3.6M
Callan Family Office, LLC 0.08% No change 5 $3.6M
Mgo One Seven LLC 0.07% No change 5 $3.6M
Confluence Investment Management LLC 0.06% No change 5 $3.6M
Signaturefd, LLC 0.06% No change 5 $3.6M
Ballentine Partners, LLC 0.05% No change 5 $3.6M
Engineers Gate Manager LP 0.04% Add +66.7% 5 $3.6M
Foundations Investment Advisors, LLC 0.04% Add +25.0% 5 $3.6M
Modera Wealth Management, LLC 0.04% Reduce -77.3% 5 $3.6M
Atria Investments, Inc 0.04% No change 5 $3.6M
Mairs & Power Inc. 0.04% No change 5 $3.6M
Focus Partners Advisor Solutions, LLC 0.04% Add +25.0% 5 $3.6M
Johnson Investment Counsel Inc. 0.03% No change 5 $3.6M
Westwood Holdings Group Inc. 0.03% No change 5 $3.6M
Fiera Capital Corp 0.01% No change 5 $3.6M
Bank of Nova Scotia 0.01% No change 5 $3.6M
1832 Asset Management L.P. 0.00% Reduce -16.7% 5 $3.6M
Navigoe, LLC 2.12% No change 5 $3.6M
BNP Paribas 0.11% No change 5 $3.6M
Barlow Wealth Partners, LLC 0.40% No change 5 $3.6M
Jones Financial Companies LLLP 0.00% Add +25.0% 5 $3.5M
Financial Management Network Inc. 0.45% No change 4 $2.9M
DekaBank Deutsche Girozentrale 0.00% No change 4 $2.9M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 4 $2.9M
Janus Henderson Group PLC 0.00% No change 4 $2.9M
University of Maryland Foundation, Inc. 56.32% No change 4 $2.9M
Ulland Investment Advisors, LLC 2.47% No change 4 $2.9M
Santa Monica Partners LP 1.60% No change 4 $2.9M
Reynders McVeigh Capital Management, LLC 0.14% Reduce -100.0% 4 $2.9M
Sage Investment Counsel LLC 3.19% No change 4 $2.9M
Kennon-Green & Company, LLC 2.35% No change 4 $2.9M
Black Diamond Capital Management I, LLLP 2.12% No change 4 $2.9M
Ridgecrest Wealth Partners, LLC 1.59% No change 4 $2.9M
Fogel Capital Management, Inc. 1.31% No change 4 $2.9M
PFG Private Wealth Management, LLC 1.22% No change 4 $2.9M
Vawter Financial, Ltd. 1.21% No change 4 $2.9M
Bourne Lent Asset Management Inc. 1.06% No change 4 $2.9M
Cambridge Financial Group, LLC 0.97% Add +300.0% 4 $2.9M
Keewaydin Investments LLC 0.91% No change 4 $2.9M
Indiana Trust & Investment Management Co 0.89% No change 4 $2.9M
Bond & Devick Financial Network, Inc. 0.80% Reduce -20.0% 4 $2.9M
Turim 21 Investimentos Ltda. 0.72% No change 4 $2.9M
DeDora Capital, Inc. 0.70% No change 4 $2.9M
Meridian Investment Counsel Inc. 0.68% No change 4 $2.9M
First National Bank & Trust Co. of Newtown 0.62% No change 4 $2.9M
Manitou Investment Management Ltd. 0.57% No change 4 $2.9M
Marble Wealth, LLC 0.50% No change 4 $2.9M
Gibraltar Capital Management, Inc. 0.49% No change 4 $2.9M
Canvas Wealth Advisors, LLC 0.49% No change 4 $2.9M
CHICAGO TRUST Co NA 0.46% No change 4 $2.9M
Pettyjohn, Wood & White, Inc. 0.46% No change 4 $2.9M
CFO4Life Group, LLC 0.44% No change 4 $2.9M
Heritage Investment Group, Inc. 0.43% No change 4 $2.9M
Topsail Wealth Management, LLC 0.42% No change 4 $2.9M
Capital Planning Advisors, LLC 0.42% No change 4 $2.9M
Canal Capital Management, LLC 0.39% No change 4 $2.9M
Hendershot Investments Inc. 0.39% No change 4 $2.9M
Gibbs Wealth Management 0.38% New 4 $2.9M
Curated Wealth Partners LLC 0.36% No change 4 $2.9M
Baxter Bros Inc. 0.35% No change 4 $2.9M
Marietta Wealth Management, LLC 0.34% No change 4 $2.9M
Occidental Asset Management, LLC 0.34% No change 4 $2.9M
MASTERINVEST Kapitalanlage GmbH 0.30% No change 4 $2.9M
Heritage Trust Co 0.29% No change 6 $2.9M
Coastline Trust Co 0.28% No change 4 $2.9M
MV Capital Management, Inc. 0.28% No change 4 $2.9M
Nadler Financial Group, Inc. 0.28% No change 4 $2.9M
American National Bank & Trust 0.27% No change 4 $2.9M
Clark Asset Management, LLC 0.27% Add +33.3% 4 $2.9M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.26% No change 4 $2.9M
Indivisible Partners 0.25% No change 4 $2.9M
Kwmg, LLC 0.24% No change 4 $2.9M
Callahan Advisors, LLC 0.24% No change 4 $2.9M
One Day In July LLC 0.23% No change 4 $2.9M
Summit Financial Strategies, Inc. 0.23% No change 4 $2.9M
Schaper Benz & Wise Investment Counsel Inc. 0.22% No change 4 $2.9M
Shufro Rose & Co. LLC 0.20% New 4 $2.9M
Johnson Financial Group, LLC 0.19% Reduce -33.3% 4 $2.9M
FAS Wealth Partners, Inc. 0.18% No change 4 $2.9M
Cyndeo Wealth Partners, LLC 0.15% Add +33.3% 4 $2.9M
Palisade Capital Management, LP 0.10% No change 4 $2.9M
Calamos Wealth Management LLC 0.10% No change 4 $2.9M
Joel Isaacson & Co., LLC 0.10% No change 4 $2.9M
Becker Capital Management Inc. 0.08% No change 4 $2.9M
Avior Wealth Management, LLC 0.08% Reduce -20.0% 4 $2.9M
Wesbanco Bank Inc. 0.08% No change 4 $2.9M
Snowden Capital Advisors LLC 0.08% No change 4 $2.9M
CreativeOne Wealth, LLC 0.07% No change 4 $2.9M
Sagespring Wealth Partners, LLC 0.05% No change 4 $2.9M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.05% No change 4 $2.9M
Harbour Investments, Inc. 0.04% New 4 $2.9M
Pinnacle Associates Ltd. 0.04% No change 4 $2.9M
Kestra Private Wealth Services, LLC 0.04% No change 4 $2.9M
Advisors Capital Management, LLC 0.03% No change 4 $2.9M
Huntington National Bank 0.02% Add +33.3% 4 $2.9M
Calamos Advisors LLC 0.01% New 4 $2.9M
O'shaughnessy Asset Management, LLC 0.01% No change 4 $2.9M
Flossbach Von Storch SE 0.01% No change 4 $2.9M
Aristotle Capital Management, LLC 0.01% No change 4 $2.9M
Dodge & Cox 0.00% No change 4 $2.9M
HBK Sorce Advisory LLC 0.06% No change 4 $2.9M
TD Waterhouse Canada Inc. 0.01% Add +300.0% 4 $2.9M
NorthCrest Asset Manangement, LLC 0.09% No change 4 $2.9M
Asset One Wealth Management LLC 0.31% New 4 $2.8M
Vista Capital Partners, Inc. 0.27% Add +1.3% 5,676 $2.7M
Equitable Holdings, Inc. 0.01% Add +200.0% 3 $2.2M
Sound Portfolio Advisors, LLC 1.75% No change 3 $2.2M
RoundAngle Advisors LLC 1.61% No change 3 $2.2M
Hoese & Co LLP 1.60% No change 3 $2.2M
Morey & Quinn Wealth Partners, LLC 1.53% No change 3 $2.2M
Exchange Bank 1.49% No change 3 $2.2M
Rare Wolf Capital LLC 1.40% No change 3 $2.2M
Royal Capital Wealth Management, LLC 1.34% No change 3 $2.2M
Holcombe Financial, Inc. 1.27% No change 3 $2.2M
Aegis Wealth Management LLC 1.23% No change 3 $2.2M
North Berkeley Wealth Management, LLC 1.14% Reduce -25.0% 3 $2.2M
Diesslin Group, Inc. 0.97% No change 3 $2.2M
LGL Partners, LLC 0.89% No change 3 $2.2M
NavPoint Financial, Inc. 0.87% No change 3 $2.2M
Silver Lake Advisory, LLC 0.85% No change 3 $2.2M
Maltin Wealth Management, Inc. 0.82% No change 3 $2.2M
Kings Path Partners LLC 0.74% No change 3 $2.2M
Montgomery Investment Management Inc. 0.74% No change 3 $2.2M
BHK Investment Advisors, LLC 0.72% No change 3 $2.2M
East Coast Asset Management, LLC. 0.71% No change 3 $2.2M
Spectrum Asset Management, Inc. (NB/CA) 0.68% No change 3 $2.2M
Wealth Advisors of Iowa, LLC 0.67% No change 3 $2.2M
Focused Alpha, LLC 0.67% No change 3 $2.2M
McMill Wealth Management 0.57% No change 3 $2.2M
Integral Investment Advisors, Inc. 0.54% Add +200.0% 3 $2.2M
Carderock Capital Management Inc. 0.53% New 3 $2.2M
HFR Wealth Management, LLC 0.53% No change 3 $2.2M
G2 Capital Management, LLC / Oh 0.52% Add +200.0% 3 $2.2M
3Chopt Investment Partners, LLC 0.49% No change 3 $2.2M
Bank of New Hampshire 0.49% No change 3 $2.2M
Cypress Point Wealth Management, LLC 0.46% No change 3 $2.2M
Brooklyn FI, LLC 0.45% No change 3 $2.2M
Atlas Legacy Advisors, LLC 0.39% No change 3 $2.2M
Childress Capital Advisors, LLC 0.39% No change 3 $2.2M
Beverly Hills Private Wealth, LLC 0.36% No change 3 $2.2M
SageGuard Financial Group, LLC 0.33% No change 3 $2.2M
Fourpath Capital Management, LLC 0.31% No change 3 $2.2M
Live Oak Private Wealth LLC 0.30% No change 3 $2.2M
James J. Burns & Company, LLC 0.29% No change 3 $2.2M
Philip James Wealth Mangement, LLC 0.26% No change 3 $2.2M
Fort Sheridan Advisors LLC 0.26% No change 3 $2.2M
Suncoast Equity Management 0.26% No change 3 $2.2M
Archford Capital Strategies, LLC 0.25% No change 3 $2.2M
Atlas Capital Advisors Inc. 0.25% No change 3 $2.2M
Middleton & Co. Inc. 0.25% No change 3 $2.2M
Schneider Downs Wealth Management Advisors, LP 0.24% No change 3 $2.2M
Institute for Wealth Management, LLC. 0.23% Reduce -25.0% 3 $2.2M
Inscription Capital, LLC 0.23% Reduce -25.0% 3 $2.2M
Knollwood Investment Advisory, LLC 0.22% No change 3 $2.2M
Marks Group Wealth Management, Inc 0.21% No change 3 $2.2M
Webster Bank, N. A. 0.20% No change 3 $2.2M
Abacus Wealth Partners, LLC 0.20% New 3 $2.2M
Delta Asset Management LLC 0.20% New 3 $2.2M
JNBA Financial Advisors 0.18% No change 3 $2.2M
Edgemoor Investment Advisors, Inc. 0.17% No change 3 $2.2M
Cantor Fitzgerald Investment Advisors L.P. 0.16% No change 3 $2.2M
Atom Investors LP 0.15% No change 3 $2.2M
Fidelis Capital Partners, LLC 0.15% No change 3 $2.2M
Kanawha Capital Management LLC 0.15% No change 3 $2.2M
Sage Mountain Advisors LLC 0.15% No change 3 $2.2M
Sfmg, LLC 0.15% No change 3 $2.2M
BTC Capital Management, Inc. 0.15% No change 3 $2.2M
Howe & Rusling Inc. 0.14% No change 3 $2.2M
Boston Common Asset Management, LLC 0.14% No change 3 $2.2M
Vanguard National Trust Co 0.14% — 3 $2.2M
Roundview Capital LLC 0.13% No change 3 $2.2M
Stratos Wealth Advisors, LLC 0.13% No change 3 $2.2M
First Interstate Bank 0.12% Reduce -25.0% 3 $2.2M
BBR Partners, LLC 0.12% No change 3 $2.2M
Oxford Financial Group, LTD. LLC 0.12% No change 3 $2.2M
Chesley Taft & Associates LLC 0.09% No change 3 $2.2M
Heritage Wealth Advisors 0.08% No change 3 $2.2M
First Merchants Corp. 0.08% No change 3 $2.2M
Larson Financial Group LLC 0.07% Reduce -25.0% 3 $2.2M
Dynamic Advisor Solutions LLC 0.07% No change 3 $2.2M
Freestone Capital Holdings, LLC 0.07% No change 3 $2.2M
Arax Advisory Partners 0.06% No change 3 $2.2M
Chicago Capital, LLC 0.06% No change 3 $2.2M
Associated Banc-Corp 0.06% No change 3 $2.2M
Americana Partners, LLC 0.06% No change 3 $2.2M
NorthCoast Asset Management LLC 0.05% No change 3 $2.2M
Mission Wealth Management, LP 0.05% No change 3 $2.2M
Diversified Trust Co. 0.04% No change 3 $2.2M
Stratos Wealth Partners, LTD. 0.02% No change 3 $2.2M
Boston Trust Walden Corp 0.02% No change 3 $2.2M
Schonfeld Strategic Advisors LLC 0.02% Add +200.0% 3 $2.2M
Edgewood Management LLC 0.01% No change 3 $2.2M
Empowered Funds, LLC 0.01% New 3 $2.2M
AE Wealth Management LLC 0.01% Add +200.0% 3 $2.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% No change 3 $2.2M
Chevy Chase Trust Holdings, LLC 0.01% Reduce -25.0% 3 $2.2M
First Trust Advisors LP 0.00% No change 3 $2.2M
Fisher Asset Management 0.00% Add +50.0% 3 $2.2M
Dimensional Fund Advisors LP 0.00% No change 3 $2.2M
Trust Co of Kansas 1.19% Add +200.0% 3 $2.2M
Asset Allocation & Management Company, LLC 0.80% No change 3 $2.2M
First PREMIER Bank 0.50% No change 3 $2.2M
Hanson & Doremus Investment Management 0.25% New 3 $2.2M
Thrivent Financial for Lutherans 0.00% No change 3 $2.2M
Beto Financial Group, LLC 1.26% No change 3 $2.1M
Icon Wealth Advisors, LLC 0.14% No change 3 $2.1M
Waterford Advisors, LLC 0.68% No change 3 $2.1M
Interchange Capital Partners, LLC 0.50% No change 2 $1.6M
SkyOak Wealth, LLC 0.28% No change 2 $1.5M
Phillips Wealth Planners LLC 1.09% No change 2 $1.4M
Scott Capital Advisors, LLC 0.29% No change 2 $1.4M
Plancorp, LLC 0.04% No change 2 $1.4M
FinDec Wealth Services, Inc. 1.76% No change 2 $1.4M
Wiser Advisor Group LLC 1.74% No change 2 $1.4M
Signet Private Wealth LLC 1.37% No change 2 $1.4M
Snowwater Investment Partners, LLC 1.35% No change 2 $1.4M
Colter Lewis Investment Partners LLC 1.35% New 2 $1.4M
WealthSpring Partners, LLC 1.32% New 2 $1.4M
Hingham Institution for Savings 1.27% No change 2 $1.4M
Rhodes Investment Advisors Inc. 1.24% No change 2 $1.4M
Davis Wealth Advisors, LLC 1.19% No change 2 $1.4M
NorthLanding Financial Partners, LLC 1.16% No change 2 $1.4M
Blodgett Wealth Advisors, LLC 1.14% No change 2 $1.4M
Alpha Advisors, LLC 1.13% No change 2 $1.4M
Guardsman Private Capital Management, Inc. 1.12% No change 2 $1.4M
Aldebaran Capital, LLC 1.10% No change 2 $1.4M
Bantamac Capital, LLC 1.04% No change 2 $1.4M
Rexford Capital Inc. 1.03% No change 2 $1.4M
Northern Lights Advisors, Inc. 0.97% Add +100.0% 2 $1.4M
Orleans Capital Management Corp. 0.97% No change 2 $1.4M
Crew Capital Management, Ltd 0.95% No change 2 $1.4M
Stonekeep Investments, LLC 0.93% No change 2 $1.4M
American Alpha Advisors, LLC 0.84% No change 2 $1.4M
Farrow Financial, Inc. 0.82% No change 2 $1.4M
Stephenson & Company, Inc. 0.78% No change 2 $1.4M
Financial Alternatives, Inc 0.77% No change 2 $1.4M
TFB Advisors LLC 0.75% Reduce -50.0% 2 $1.4M
Clayton Financial Group LLC 0.74% No change 2 $1.4M
Brooks, Moore & Associates, Inc. 0.72% No change 2 $1.4M
Wimmer Associates 1, LLC 0.70% No change 2 $1.4M
Accent Capital Management, LLC 0.70% No change 2 $1.4M
Wealth Intelligence, LLC 0.69% No change 2 $1.4M
Epiq Partners, LLC 0.69% No change 2 $1.4M
HRC Wealth Management, LLC 0.68% No change 2 $1.4M
Intrepid Capital Management Inc. 0.68% New 2 $1.4M
Game Plan Financial Advisors, LLC 0.67% No change 2 $1.4M
Financial Avengers, Inc. 0.65% No change 2 $1.4M
Twin Lakes Capital Management, LLC 0.65% No change 2 $1.4M
Fortitude Advisory Group L.L.C. 0.65% Reduce -33.3% 2 $1.4M
Sterneck Capital Management, LLC 0.65% No change 2 $1.4M
Forte Asset Management LLC 0.63% No change 2 $1.4M
Bernard Wealth Management Corp. 0.61% No change 2 $1.4M
Independent Family Office, LLC 0.59% No change 2 $1.4M
Melone Private Wealth, LLC 0.59% No change 2 $1.4M
Seneca House Advisors 0.57% No change 2 $1.4M
Sellwood Investment Partners LLC 0.57% No change 2 $1.4M
Wealth Quarterback LLC 0.57% No change 2 $1.4M
Long Road Investment Counsel, LLC 0.56% No change 2 $1.4M
Thomas Story & Son LLC 0.55% No change 2 $1.4M
NWK Group, Inc. 0.55% No change 2 $1.4M
Landmark Wealth Management, Inc. 0.54% No change 2 $1.4M
Sonata Capital Group Inc. 0.53% No change 2 $1.4M
Bryant Woods Investment Advisors, LLC 0.53% No change 2 $1.4M
RBA Wealth Management, LLC 0.52% No change 2 $1.4M
Mma Asset Management LLC 0.51% No change 2 $1.4M
44 Wealth Management LLC 0.50% No change 2 $1.4M
New Perspectives, Inc 0.50% No change 2 $1.4M
Wilkerson Advisory Group LLC 0.49% No change 2 $1.4M
Sharper & Granite LLC 0.49% No change 2 $1.4M
Jackson, Grant Investment Advisers, Inc. 0.48% No change 2 $1.4M
Boothe Investment Group, Inc. 0.46% No change 2 $1.4M
StrongBox Wealth, LLC 0.46% No change 2 $1.4M
Omnia Family Wealth, LLC 0.45% No change 2 $1.4M
Robinswood Financial LLC 0.45% No change 2 $1.4M
Snider Financial Group 0.43% No change 2 $1.4M
Baker Boyer National Bank 0.43% No change 2 $1.4M
Family Legacy, Inc. 0.43% No change 2 $1.4M
Independent Wealth Network Inc. 0.43% No change 2 $1.4M
Crown Wealth Group, LLC 0.42% No change 2 $1.4M
SMART Wealth LLC 0.42% New 2 $1.4M
Regimen Wealth, LLC 0.42% No change 2 $1.4M
Vance Wealth, LLC 0.41% No change 2 $1.4M
Creative Capital Management Investments LLC 0.41% No change 2 $1.4M
SRH Advisors, LLC 0.41% No change 2 $1.4M
Liberty Square Wealth Partners LLC 0.40% No change 2 $1.4M
Carr Financial Group Corp 0.38% No change 2 $1.4M
Pacific Center for Financial Services 0.36% No change 2 $1.4M
Monument Capital Management 0.36% No change 2 $1.4M
Westmount Partners, LLC 0.35% No change 2 $1.4M
Venator Management LLC 0.35% No change 2 $1.4M
Bill Few Associates, Inc. 0.34% No change 2 $1.4M
Hurlow Wealth Management Group, Inc. 0.34% No change 2 $1.4M
Seven Springs Wealth Group, LLC 0.34% No change 2 $1.4M
Pinion Investment Advisors, LLC 0.34% No change 2 $1.4M
WealthBridge Capital Management, LLC 0.33% No change 2 $1.4M
Roof Eidam Maycock Peralta, LLC 0.33% No change 2 $1.4M
Cove Private Wealth, LLC 0.33% No change 2 $1.4M
Triangle Securities Wealth Management 0.33% No change 2 $1.4M
Halter Ferguson Financial Inc. 0.32% New 2 $1.4M
Schwarz Dygos Wheeler Investment Advisors LLC 0.30% No change 2 $1.4M
Regent Peak Wealth Advisors LLC 0.29% No change 2 $1.4M
Auxano Advisors, LLC 0.29% No change 2 $1.4M
Tradewinds Capital Management, LLC 0.29% No change 2 $1.4M
Hamilton Wealth, LLC 0.28% No change 2 $1.4M
WealthPLAN Partners, LLC 0.28% No change 2 $1.4M
Element Pointe Advisors, LLC 0.27% No change 2 $1.4M
Sage Rhino Capital LLC 0.27% No change 2 $1.4M
Cadinha & Co. LLC 0.27% No change 2 $1.4M
Waterfront Wealth Inc. 0.26% No change 2 $1.4M
Harfst & Associates, Inc. 0.26% No change 2 $1.4M
Key Financial Inc 0.26% No change 2 $1.4M
Kiley Juergens Wealth Management, LLC 0.25% New 2 $1.4M
Peak Asset Management, LLC 0.25% Reduce -33.3% 2 $1.4M
IPG Investment Advisors LLC 0.25% No change 2 $1.4M
Mountain Pacific Investment Advisers LLC 0.25% No change 2 $1.4M
Ritter Daniher Financial Advisory LLC / DE 0.24% No change 2 $1.4M
Clearstead Trust, LLC 0.23% No change 2 $1.4M
Asset Management Group, Inc. 0.23% No change 2 $1.4M
Wealth Alliance Advisory Group, LLC 0.23% No change 2 $1.4M
Cohen Capital Management, Inc. 0.22% No change 2 $1.4M
Ignite Planners, LLC 0.22% No change 2 $1.4M
Parker Investment Management, LLC 0.22% No change 2 $1.4M
Northwest Wealth Management, LLC 0.22% No change 2 $1.4M
Human Investing LLC 0.21% No change 2 $1.4M
Ironwood Investment Counsel, LLC 0.21% No change 2 $1.4M
Kelman-Lazarov, Inc. 0.21% No change 2 $1.4M
Allied Investment Advisors, LLC 0.21% No change 2 $1.4M
Sargent Investment Group, LLC 0.19% No change 2 $1.4M
Fortis Capital Advisors, LLC 0.19% No change 2 $1.4M
Capital Advantage, Inc. 0.19% No change 2 $1.4M
Fiducient Advisors LLC 0.19% Reduce -33.3% 2 $1.4M
Premier Path Wealth Partners, LLC 0.19% No change 2 $1.4M
CRA Financial Services, LLC 0.19% No change 2 $1.4M
First Pacific Financial 0.18% No change 2 $1.4M
Schwerin Boyle Capital Management Inc. 0.18% No change 2 $1.4M
Alaska Wealth Advisors, LLC 0.17% No change 2 $1.4M
True North Advisors, LLC 0.16% No change 2 $1.4M
NWF Advisory Services Inc. 0.16% New 2 $1.4M
Sheets Smith Wealth Management 0.16% No change 2 $1.4M
Biglari Capital Corp. 0.15% No change 2 $1.4M
Financial Plan, Inc. 0.15% No change 2 $1.4M
Portland Global Advisors LLC 0.15% No change 2 $1.4M
Harbour Trust & Investment Management Co 0.15% No change 2 $1.4M
Steel Grove Capital Advisors, LLC 0.15% New 2 $1.4M
CVA Family Office, LLC 0.15% No change 2 $1.4M
Cutler Investment Counsel LLC 0.15% No change 2 $1.4M
Evolution Wealth Advisors, LLC 0.15% No change 2 $1.4M
IMA Advisory Services, Inc. 0.14% No change 2 $1.4M
LVW Advisors, LLC 0.14% No change 2 $1.4M
Octavia Wealth Advisors, LLC 0.14% No change 2 $1.4M
Trust Co. of Toledo NA 0.14% No change 2 $1.4M
Monograph Wealth Advisors, LLC 0.14% New 2 $1.4M
CapWealth Advisors, LLC 0.13% No change 2 $1.4M
Canandaigua National Corp. 0.13% — 2 $1.4M
Wealth Architects, LLC 0.13% No change 2 $1.4M
FourThought Financial Partners, LLC 0.12% No change 2 $1.4M
Fiduciary Group, LLC 0.12% No change 2 $1.4M
TCV Trust & Wealth Management, Inc. 0.12% No change 2 $1.4M
Condor Capital Management 0.12% No change 2 $1.4M
XML Financial, LLC 0.12% No change 2 $1.4M
Harbor Investment Advisory, LLC 0.11% No change 2 $1.4M
Penobscot Investment Management Company, Inc. 0.11% No change 2 $1.4M
Ascentis Independent Advisors 0.11% Add +100.0% 2 $1.4M
KMG Fiduciary Partners, LLC 0.11% No change 2 $1.4M
Vicus Capital 0.11% No change 2 $1.4M
Capital Investment Advisory Services, LLC 0.10% No change 2 $1.4M
ProVise Management Group, LLC 0.10% No change 2 $1.4M
Rockwood Wealth Management, LLC 0.10% No change 2 $1.4M
Sound View Wealth Advisors Group, LLC 0.10% No change 2 $1.4M
Fairholme Capital Management 0.09% Add +100.0% 2 $1.4M
SVB Wealth LLC 0.09% No change 2 $1.4M
Lee Danner & Bass Inc. 0.09% No change 2 $1.4M
Kathmere Capital Management, LLC 0.09% No change 2 $1.4M
Cardinal Point Capital Management ULC 0.09% No change 2 $1.4M
Tiaa Trust, National Association 0.09% Reduce -97.5% 2 $1.4M
Texas Capital Bank Wealth Management Services Inc 0.09% No change 2 $1.4M
UNIVEST FINANCIAL Corp 0.08% No change 2 $1.4M
Evanson Asset Management, LLC 0.08% No change 2 $1.4M
TCI Wealth Advisors, Inc. 0.08% No change 2 $1.4M
Rothschild Investment LLC 0.08% No change 2 $1.4M
First Western Trust Bank 0.07% No change 2 $1.4M
Pine Valley Investments Ltd Liability Co 0.07% New 2 $1.4M
Bryn Mawr Trust Advisors, LLC 0.07% No change 2 $1.4M
SouthState Bank Corp 0.07% No change 2 $1.4M
Ausdal Financial Partners, Inc. 0.06% No change 2 $1.4M
Linscomb Wealth, Inc. 0.06% No change 2 $1.4M
North Star Asset Management Inc. 0.06% No change 2 $1.4M
HighPoint Advisor Group LLC 0.06% Reduce -75.0% 2 $1.4M
GHP Investment Advisors, Inc. 0.06% No change 2 $1.4M
Waldron Private Wealth LLC 0.06% No change 2 $1.4M
GM Advisory Group, LLC 0.06% No change 2 $1.4M
Sowell Financial Services LLC 0.05% No change 2 $1.4M
Belpointe Asset Management LLC 0.05% No change 2 $1.4M
SteelPeak Wealth, LLC 0.04% No change 2 $1.4M
Burney Co./ 0.04% No change 2 $1.4M
Quadrant Capital Group LLC 0.04% No change 2 $1.4M
Florida Trust Wealth Management Co 0.04% No change 2 $1.4M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.04% No change 2 $1.4M
Avantax Planning Partners, Inc. 0.04% No change 2 $1.4M
Destination Wealth Management 0.04% Reduce -33.3% 2 $1.4M
AlphaCore Capital LLC 0.03% Reduce -33.3% 2 $1.4M
IFP Advisors, Inc 0.03% No change 2 $1.4M
CENTRAL TRUST Co 0.03% No change 2 $1.4M
Forvis Mazars Wealth Advisors, LLC 0.03% No change 2 $1.4M
Perigon Wealth Management, LLC 0.03% No change 2 $1.4M
Hancock Whitney Corp. 0.03% No change 2 $1.4M
Flputnam Investment Management Co. 0.02% No change 2 $1.4M
Forum Financial Management, LP 0.02% No change 2 $1.4M
Meitav Investment House Ltd. 0.02% No change 2 $1.4M
Vanguard Personalized Indexing Management, LLC 0.01% No change 2 $1.4M
TIAA Wealth Investment Management LLC 0.01% — 2 $1.4M
Nomura Asset Management Co. Ltd. 0.00% No change 2 $1.4M
Prudential Financial Inc. 0.00% No change 2 $1.4M
Mosaic Financial Group, LLC 1.02% Reduce -33.3% 2 $1.4M
Ogorek Anthony Joseph /NY/ 0.39% No change 2 $1.4M
Lester Murray Antman dba SimplyRich 0.37% No change 2 $1.4M
Am Investment Strategies LLC 0.32% No change 2 $1.4M
Lathrop Investment Management Co. 0.27% No change 2 $1.4M
SkyView Investment Advisors, LLC 0.19% No change 2 $1.4M
Resources Management Corp. /CT/ 0.19% No change 2 $1.4M
Valley National Advisers Inc. 0.19% No change 2 $1.4M
Sentinel Trust Co. Lba 0.14% Reduce -33.3% 2 $1.4M
Neville Rodie & Shaw Inc. 0.10% No change 2 $1.4M
Park Avenue Securities LLC 0.01% No change 2 $1.4M
Meixler Investment Management, Ltd. 0.77% No change 2 $1.4M
Traynor Capital Management, Inc. 0.08% No change 2 $1.4M
Russell Investments Group, Ltd. 0.00% No change 2 $1.4M
Horst & Graben Wealth Management LLC 0.19% No change 2 $1.4M
Chicago Partners Investment Group LLC 0.03% No change 2 $1.4M
Net Worth Advisory Group 0.17% No change 1 $809K
Corsicana & Co. 0.51% No change 1 $798K
Formidable Asset Management, LLC 0.12% No change 1 $755K
VestGen Advisors, LLC 0.02% No change 1 $729K
Founders Financial Securities LLC 0.04% No change 1 $728K
Warburton Capital Management, LLC 0.35% No change 1 $727K
Fairfax Financial Holdings 0.04% No change 1 $718K
Portland Financial Advisors Inc 1.49% No change 1 $718K
Wedgewood Investors Inc. 0.82% No change 1 $718K
MLP3, LLC 0.80% No change 1 $718K
Objective Capital Management, LLC 0.73% No change 1 $718K
Shepherd Street Advisors LLC 0.71% No change 1 $718K
CDM Financial Counseling Services, Inc. 0.69% No change 1 $718K
Cypress Capital Management LLC (WY) 0.68% No change 1 $718K
TrustWell Financial Advisors, LLC 0.68% No change 1 $718K
Infinity Wealth Counsel, LLC 0.66% No change 1 $718K
Payne Capital LLC 0.66% No change 1 $718K
Eagle Bay Advisors LLC 0.63% No change 1 $718K
Perissos Private Wealth Management, LLC 0.62% No change 1 $718K
North Capital, Inc. 0.61% No change 1 $718K
ArborFi Advisors, LLC 0.59% No change 1 $718K
Farley Capital L.P. 0.58% No change 1 $718K
Spectrum Advisors, Inc. 0.57% — 1 $718K
Van Diest Capital, LLC 0.57% No change 1 $718K
Barnett & Company, Inc. 0.56% No change 1 $718K
Intrinsic Value Partners, LLC 0.55% No change 1 $718K
Nitor Capital Management LLC 0.55% No change 1 $718K
Cushing Capital Partners, LLC 0.55% No change 1 $718K
Collier Financial 0.55% No change 1 $718K
ATX Financial Planning, LLC 0.55% No change 1 $718K
Terra Nova Asset Management LLC 0.53% No change 1 $718K
Allstreet Capital Advisors LLC 0.53% No change 1 $718K
Pine Haven Investment Counsel, Inc 0.53% No change 1 $718K
Seven Mile Advisory 0.52% No change 1 $718K
Orca Wealth Management, LLC 0.51% No change 1 $718K
Laraway Financial Advisors Inc 0.50% No change 1 $718K
Wealthgarden F.S. LLC 0.49% No change 1 $718K
SwitchPoint Financial Planning, LLC 0.49% No change 1 $718K
Cathy Pareto & Associates, Inc. 0.48% No change 1 $718K
Rainier Family Wealth Inc. 0.48% No change 1 $718K
Magnolia Private Wealth, LLC 0.48% No change 1 $718K
American Institute for Advanced Investment Management, LLP 0.47% No change 1 $718K
Investidor Profissional Gestao de Recursos Ltda. 0.46% No change 1 $718K
Pacific Wealth Strategies Group, Inc. 0.45% No change 1 $718K
BCO Wealth Management LLC 0.43% No change 1 $718K
Presper Financial Architects, LLC 0.43% No change 1 $718K
Cascade Investment Advisors, Inc. 0.43% No change 1 $718K
Financial Planning Hawaii, Inc. 0.42% No change 1 $718K
Councilmark Asset Management, LLC 0.41% No change 1 $718K
Momentous Wealth Management, Inc. 0.41% No change 1 $718K
Lexington Hill Partners, LLC 0.41% No change 1 $718K
Swisher Financial Concepts, Inc. 0.40% No change 1 $718K
Ballast Rock Private Wealth LLC 0.40% No change 1 $718K
Tilia Fiduciary Partners, Inc. 0.39% No change 1 $718K
Harbour Investment Management LLC 0.39% No change 1 $718K
Pinney & Scofield, Inc. 0.39% New 1 $718K
Novak & Powell Financial Services, Inc. 0.39% No change 1 $718K
CoreFirst Bank & Trust 0.38% No change 1 $718K
Midwest Financial Partners Investments, Inc. 0.38% No change 1 $718K
Harrington Investments, INC 0.38% No change 1 $718K
Shearwater Capital LLC 0.38% New 1 $718K
Legal Advantage Investments, Inc. 0.37% No change 1 $718K
Lantern Wealth Advisors, LLC 0.37% No change 1 $718K
Cross Staff Investments Inc 0.36% No change 1 $718K
Mendel Capital Management LLC 0.36% — 1 $718K
Pullen Investment Management, LLC 0.36% No change 1 $718K
Fortis Advisors, LLC 0.36% No change 1 $718K
Tandem Capital Management Corp. 0.36% No change 1 $718K
Hara Capital LLC 0.36% No change 1 $718K
Ridgepath Capital Management LLC 0.36% No change 1 $718K
Visionary Horizons, LLC 0.35% No change 1 $718K
Pinnacle Wealth Management Group, Inc. 0.35% No change 1 $718K
Kapstone Financial Advisors LLC 0.35% No change 1 $718K
Latko Wealth Management, Ltd. 0.35% No change 1 $718K
MN Wealth Advisors, LLC 0.35% No change 1 $718K
Chronos Wealth Management, LLC 0.35% No change 1 $718K
Tenret Co LLC 0.35% No change 1 $718K
Matrix Private Capital Group LLC 0.35% No change 1 $718K
Hyperion Capital Advisors LP 0.35% No change 1 $718K
Sterling Group Wealth Management, LLC 0.34% No change 1 $718K
Clarity Capital Advisors, LLC 0.33% No change 1 $718K
Sprinkle Financial Consultants LLC 0.33% No change 1 $718K
Capital Wealth Alliance, LLC 0.33% No change 1 $718K
Meritas Wealth Management, LLC 0.32% No change 1 $718K
Regency Capital Management Inc.\DE 0.32% No change 1 $718K
Nia Impact Advisors, LLC 0.32% No change 1 $718K
Financial Futures Ltd Liability Co. 0.32% No change 1 $718K
BlueChip Wealth Advisors LLC 0.32% No change 1 $718K
McCarter Private Wealth Services LLC 0.31% No change 1 $718K
Cherry Creek Investment Advisors, Inc. 0.31% No change 1 $718K
Pavion Blue Capital, LLC 0.31% No change 1 $718K
Iat Reinsurance Co. LTD. 0.31% No change 1 $718K
5th Street Advisors, LLC 0.31% No change 1 $718K
Kilter Group LLC 0.31% No change 1 $718K
Armstrong, Fleming & Moore, Inc 0.30% No change 1 $718K
WealthCollab, LLC 0.30% No change 1 $718K
AAF Wealth Management, LLC 0.29% No change 1 $718K
Caldwell Sutter Capital, Inc. 0.29% No change 1 $718K
Hanover Advisors Inc. 0.29% No change 1 $718K
Greykasell Wealth Strategies, Inc. 0.29% Reduce -50.0% 1 $718K
O'ROURKE & COMPANY, Inc 0.28% New 1 $718K
Integrity Wealth Solutions LLC 0.28% No change 1 $718K
Garner Asset Management Corp 0.28% No change 1 $718K
Three Seasons Wealth, LLC 0.27% No change 1 $718K
First Dallas Securities Inc. 0.27% No change 1 $718K
Wealthedge Investment Advisors, LLC 0.26% No change 1 $718K
Autumn Glory Partners, LLC 0.26% No change 1 $718K
Lountzis Asset Management, LLC 0.26% No change 1 $718K
Arcadia Wealth Management, LLC 0.26% No change 1 $718K
Murphy Pohlad Asset Management LLC 0.26% No change 1 $718K
Miramontes Capital, LLC 0.25% No change 1 $718K
Plum Street Advisors, LLC 0.25% No change 1 $718K
Powell Investment Advisors, LLC 0.25% No change 1 $718K
Glass Jacobson Investment Advisors llc 0.25% No change 1 $718K
River Street Advisors LLC 0.24% No change 1 $718K
jvl associates llc 0.24% No change 1 $718K
Arrowroot Family Office, LLC 0.24% No change 1 $718K
Midwest Heritage Bank, FSB 0.23% No change 1 $718K
Kercheville Advisors, LLC 0.23% No change 1 $718K
Pegasus Asset Management, Inc. 0.23% No change 1 $718K
GFG Capital, LLC 0.23% No change 1 $718K
Silver Coast Investments LLC 0.23% No change 1 $718K
Heritage Oak Wealth Advisors LLC 0.23% No change 1 $718K
Gerald Baker Financial Group LLC 0.23% — 1 $718K
Gen-Wealth Partners Inc 0.23% No change 1 $718K
Jeppson Wealth Management, LLC 0.23% No change 1 $718K
Quaker Wealth Management, LLC 0.22% No change 1 $718K
Brady Family Wealth, LLC 0.22% No change 1 $718K
Bank of Stockton 0.22% New 1 $718K
Congress Park Capital LLC 0.22% No change 1 $718K
Core Wealth Management, Inc. 0.22% No change 1 $718K
Impact Capital Partners LLC 0.22% No change 1 $718K
Atlas Brown,Inc. 0.22% No change 1 $718K
Westend Capital Management, LLC 0.22% No change 1 $718K
Tilson Financial Group, Inc. 0.22% No change 1 $718K
Private Client Services, LLC 0.21% Reduce -50.0% 1 $718K
Windsor Capital Management, LLC 0.21% No change 1 $718K
Freedom Investment Management, Inc. 0.21% No change 1 $718K
Colton Groome Financial Advisors, LLC 0.20% No change 1 $718K
Xcel Wealth Management, LLC 0.20% No change 1 $718K
BridgePort Financial Solutions, LLC 0.20% No change 1 $718K
Sterling Investment Counsel, LLC 0.20% No change 1 $718K
Measured Wealth Private Client Group, LLC 0.20% No change 1 $718K
TriaGen Wealth Management LLC 0.20% No change 1 $718K
Atticus Wealth Management, LLC 0.19% Reduce -50.0% 1 $718K
Paragon Advisors, LLC 0.19% No change 1 $718K
Narus Financial Partners, LLC 0.19% No change 1 $718K
GSG Advisors LLC 0.19% New 1 $718K
RDA Financial Network 0.18% No change 1 $718K
Steamboat Capital Partners, LLC 0.18% No change 1 $718K
Flagstone Financial Management 0.18% No change 1 $718K
Aspen Capital Management, LLC 0.18% No change 1 $718K
Monarch Capital Management Inc. 0.18% No change 1 $718K
Timber Creek Capital Management LLC 0.17% No change 1 $718K
Alpine Woods Capital Investors, LLC 0.17% No change 1 $718K
D.B. Root & Company, LLC 0.17% No change 1 $718K
Parisi Gray Wealth Management 0.17% No change 1 $718K
Cordatus Wealth Management LLC 0.17% No change 1 $718K
Lorne Steinberg Wealth Management Inc. 0.17% No change 1 $718K
Ballast, Inc. 0.17% No change 1 $718K
Integris Wealth Management, LLC 0.17% No change 1 $718K
Abound Wealth Management 0.16% No change 1 $718K
Founders Grove Wealth Partners, LLC 0.16% No change 1 $718K
Centurion Wealth Management LLC 0.16% No change 1 $718K
Plimoth Trust Co. LLC 0.16% No change 1 $718K
American Investment Services, Inc. 0.16% No change 1 $718K
Nvwm, LLC 0.16% No change 1 $718K
Barry Investment Advisors, LLC 0.16% No change 1 $718K
Herold Advisors, Inc. 0.16% No change 1 $718K
Madrona Financial Services, LLC 0.16% No change 1 $718K
United American Securities Inc. (d/b/a UAS Asset Management) 0.16% No change 1 $718K
Keystone Wealth Services, LLC 0.15% No change 1 $718K
Integrated Investment Consultants, LLC 0.15% No change 1 $718K
Newman Dignan & Sheerar, Inc. 0.15% No change 1 $718K
Clare Market Investments LLC 0.15% — 1 $718K
Noble Family Wealth, LLC 0.15% No change 1 $718K
Headinvest, LLC 0.15% No change 1 $718K
Cranbrook Wealth Management, LLC 0.15% No change 1 $718K
Lafayette Investments, Inc. 0.15% No change 1 $718K
Whalerock Point Partners, LLC 0.14% No change 1 $718K
ABLE Financial Group, LLC 0.14% No change 1 $718K
Aspen Grove Capital, LLC 0.14% No change 1 $718K
Sachem Hill LLC 0.14% No change 1 $718K
Perkins Coie Trust Co 0.14% No change 1 $718K
Mayport, LLC 0.13% New 1 $718K
Milestone Asset Management, LLC 0.13% No change 1 $718K
FLC Capital Advisors 0.13% No change 1 $718K
Three Arch Wealth Management LLC 0.13% No change 1 $718K
Amarillo National Bank 0.13% No change 1 $718K
Chemistry Wealth Management LLC 0.13% No change 1 $718K
Activest Wealth Management 0.13% No change 1 $718K
McLean Asset Management Corp 0.13% No change 1 $718K
Diversified Management Inc. 0.12% No change 1 $718K
Martel Wealth Advisors LLC 0.12% No change 1 $718K
West Financial Advisors, LLC 0.12% No change 1 $718K
SeaBridge Investment Advisors LLC 0.12% No change 1 $718K
Founders Capital Management, LLC 0.12% No change 1 $718K
Citizens Business Bank 0.12% No change 1 $718K
First Bank & Trust 0.12% No change 1 $718K
Woodard & Co. Asset Management Group Inc. 0.12% No change 1 $718K
Marshall Financial Group, LLC 0.12% No change 1 $718K
Annis Gardner Whiting Capital Advisors, LLC 0.12% No change 1 $718K
Schnieders Capital Management, Llc. 0.11% No change 1 $718K
Secure Asset Management, LLC 0.11% No change 1 $718K
American Money Management, LLC 0.11% No change 1 $718K
Bell Investment Advisors, Inc 0.11% No change 1 $718K
Carrera Capital Advisors 0.11% No change 1 $718K
SC&H Financial Advisors, Inc. 0.11% No change 1 $718K
Perryman Financial Advisory Inc. 0.11% No change 1 $718K
Eagle Rock Investment Company, LLC 0.10% No change 1 $718K
Gratus Wealth Advisors, LLC 0.10% No change 1 $718K
Harbor Advisors LLC 0.10% No change 1 $718K
Lee Financial Co 0.10% No change 1 $718K
Biltmore Family Office, LLC 0.10% No change 1 $718K
Werba Rubin Papier Wealth Management 0.10% New 1 $718K
Debussy Capital Management LP 0.10% No change 1 $718K
Meridian Wealth Partners, LLC 0.10% No change 1 $718K
Acorn Financial Advisory Services Inc. 0.10% No change 1 $718K
Knightsbridge Asset Management, LLC 0.10% No change 1 $718K
Ellenbecker Investment Group 0.10% No change 1 $718K
Arbor Investment Advisors, LLC 0.09% No change 1 $718K
Concord Wealth Partners 0.09% No change 1 $718K
Gilbert & Cook, Inc. 0.09% No change 1 $718K
McMillan Office, Inc. 0.09% No change 1 $718K
Lake Street Private Wealth, LLC 0.09% No change 1 $718K
1834 Investment Advisors Co. 0.09% No change 1 $718K
Financial Consulate, Inc. 0.09% No change 1 $718K
Oarsman Capital, Inc. 0.09% No change 1 $718K
Strid Group, LLC 0.09% No change 1 $718K
Johnson Bixby & Associates, LLC 0.09% No change 1 $718K
Impact Partnership Wealth, LLC 0.09% No change 1 $718K
RTD Financial Advisors, Inc. 0.09% No change 1 $718K
Stanley-Laman Group, Ltd. 0.09% No change 1 $718K
SJS Investment Consulting Inc. 0.09% No change 1 $718K
Alley Investment Management Company, LLC 0.09% No change 1 $718K
Financial Partners Group, Inc 0.09% No change 1 $718K
Greatmark Investment Partners, Inc. 0.08% No change 1 $718K
Night Owl Capital Management, LLC 0.08% No change 1 $718K
Rodgers Brothers Inc. 0.08% No change 1 $718K
HHM Wealth Advisors, LLC 0.08% No change 1 $718K
Twin Focus Capital Partners, LLC 0.08% No change 1 $718K
Quadcap Wealth Management, LLC 0.08% No change 1 $718K
Howard Financial Services, LTD. 0.08% No change 1 $718K
Cypress Capital Group 0.08% No change 1 $718K
Financial Management Professionals, Inc. 0.08% No change 1 $718K
Hill Investment Group Partners, LLC 0.08% No change 1 $718K
Onyx Bridge Wealth Group LLC 0.08% No change 1 $718K
Tritonpoint Wealth, LLC 0.08% No change 1 $718K
Altfest L J & Co. Inc. 0.08% No change 1 $718K
Iron Gate Global Advisors LLC 0.08% No change 1 $718K
Red Door Wealth Management, LLC 0.07% No change 1 $718K
Relyea Zuckerberg Hanson LLC 0.07% No change 1 $718K
Cornerstone Capital, Inc. 0.07% New 1 $718K
Crescent Grove Advisors, LLC 0.07% No change 1 $718K
Wealth Alliance, LLC 0.07% No change 1 $718K
Versant Capital Management, Inc 0.07% No change 1 $718K
Tower Bridge Advisors 0.07% No change 1 $718K
Continuum Advisory, LLC 0.07% No change 1 $718K
TRUE Private Wealth Advisors 0.07% No change 1 $718K
Spirepoint Private Client, LLC 0.07% No change 1 $718K
Cornerstone Advisory, LLC 0.07% No change 1 $718K
Heron Bay Capital Management 0.07% No change 1 $718K
Ycg, LLC 0.07% Reduce -50.0% 1 $718K
Rockbridge Investment Management, LCC 0.06% No change 1 $718K
Certified Advisory Corp 0.06% No change 1 $718K
SP Asset Management LLC 0.06% New 1 $718K
Means Investment Co., Inc. 0.06% No change 1 $718K
Hengehold Capital Management LLC 0.06% No change 1 $718K
Spartan Wealth Advisory Services LLC 0.06% — 1 $718K
Trust Point Inc. 0.06% No change 1 $718K
Ledyard National Bank 0.06% No change 1 $718K
Oxbow Advisors, LLC 0.06% No change 1 $718K
Forbes J M & Co. LLP 0.06% No change 1 $718K
ARS Wealth Advisors Group, LLC 0.06% No change 1 $718K
Brandywine Oak Private Wealth LLC 0.06% No change 1 $718K
Tanglewood Wealth Management, Inc. 0.06% No change 1 $718K
Diversified Portfolios, Inc. 0.06% No change 1 $718K
Magnus Financial Group LLC 0.06% No change 1 $718K
Weatherly Asset Management L. P. 0.06% No change 1 $718K
Perennial Investment Advisors, LLC 0.06% New 1 $718K
Gemmer Asset Management LLC 0.06% No change 1 $718K
RMR Wealth Builders 0.06% No change 1 $718K
Cozad Asset Management Inc. 0.06% No change 1 $718K
RVW Wealth, LLC 0.06% No change 1 $718K
Alta Capital Management LLC/ 0.06% No change 1 $718K
Private Wealth Partners, LLC 0.06% No change 1 $718K
Clarkston Capital Partners, LLC 0.05% Reduce -66.7% 1 $718K
MBL Wealth, LLC 0.05% No change 1 $718K
Lanark Financial, Inc. 0.05% No change 1 $718K
Silver Oak Securities, Incorporated 0.05% No change 1 $718K
Smith, Moore & Co. 0.05% No change 1 $718K
Edgar Lomax Co. 0.05% No change 1 $718K
Asset Dedication, LLC 0.05% No change 1 $718K
Strategic Investment Advisors / MI 0.05% No change 1 $718K
Beaumont Financial Advisors, LLC 0.05% No change 1 $718K
Checchi Capital Advisers, LLC 0.05% No change 1 $718K
Lutz Financial Services LLC 0.05% No change 1 $718K
Maple Capital Management, Inc. 0.05% No change 1 $718K
Simmons Bank 0.05% No change 1 $718K
Earned Wealth Advisors, LLC 0.05% No change 1 $718K
Plante Moran Financial Advisors, LLC 0.05% No change 1 $718K
Albion Financial Group 0.05% No change 1 $718K
Legacy Private Trust Co. 0.04% No change 1 $718K
Greenspring Advisors, LLC 0.04% No change 1 $718K
Patten & Patten Inc. 0.04% No change 1 $718K
Garde Capital, Inc. 0.04% No change 1 $718K
Verdence Capital Advisors LLC 0.04% No change 1 $718K
McKinley Carter Wealth Services, Inc. 0.04% No change 1 $718K
Nwam LLC 0.04% No change 1 $718K
Atwood & Palmer Inc. 0.04% No change 1 $718K
Rice Hall James & Associates, LLC 0.04% No change 1 $718K
Fairview Capital Investment Management, LLC 0.04% No change 1 $718K
Arvest Bank Trust Division 0.04% No change 1 $718K
Rehmann Capital Advisory Group 0.04% No change 1 $718K
Waters Parkerson & Co., LLC 0.04% No change 1 $718K
Smith Salley Wealth Management 0.04% No change 1 $718K
Syon Capital LLC 0.04% No change 1 $718K
Cornerstone Wealth Management, LLC 0.04% No change 1 $718K
Lowe Brockenbrough & Co. Inc. 0.04% No change 1 $718K
Procyon Advisors, LLC 0.04% No change 1 $718K
PFG Advisors 0.04% No change 1 $718K
Woodley Farra Manion Portfolio Management Inc. 0.03% No change 1 $718K
Klingman & Associates, LLC 0.03% No change 1 $718K
Root Financial Partners, LLC 0.03% New 1 $718K
Csenge Advisory Group 0.03% No change 1 $718K
Flagship Harbor Advisors, LLC 0.03% No change 1 $718K
Meeder Advisory Services, Inc. 0.03% No change 1 $718K
Beacon Investment Advisory Services, Inc. 0.03% No change 1 $718K
BLB&B Advisors, LLC 0.03% No change 1 $718K
Leavell Investment Management, Inc. 0.03% No change 1 $718K
Balentine LLC 0.03% No change 1 $718K
Stratos Investment Management, LLC 0.03% No change 1 $718K
Rockland Trust Co. 0.03% No change 1 $718K
Ameritas Advisory Services, LLC 0.03% No change 1 $718K
Integrity Alliance, Llc. 0.03% No change 1 $718K
Steadfast Capital Management LP 0.03% No change 1 $718K
Welch Group, LLC 0.03% New 1 $718K
Pallas Capital Advisors LLC 0.03% No change 1 $718K
Azimuth Capital Investment Management LLC 0.03% Reduce -50.0% 1 $718K
ZWJ Investment Counsel Inc. 0.03% No change 1 $718K
Meridian Wealth Management, LLC 0.03% No change 1 $718K
Summitry LLC 0.03% No change 1 $718K
First National Trust Co 0.02% No change 1 $718K
Level Four Advisory Services, LLC 0.02% No change 1 $718K
Donaldson Capital Management, LLC 0.02% No change 1 $718K
Argent Capital Management LLC 0.02% No change 1 $718K
Performance Wealth Partners, LLC 0.02% No change 1 $718K
TCTC Holdings, LLC 0.02% No change 1 $718K
MassMutual Private Wealth & Trust, FSB 0.02% No change 1 $718K
Cary Street Partners Financial LLC 0.02% No change 1 $718K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -50.0% 1 $718K
IHT Wealth Management, LLC 0.02% No change 1 $718K
Bailard, Inc. 0.02% No change 1 $718K
Baker Avenue Asset Management, LP 0.02% No change 1 $718K
Independent Financial Group, LLC 0.02% Reduce -50.0% 1 $718K
Dakota Wealth Management 0.02% No change 1 $718K
Davis R M Inc. 0.01% No change 1 $718K
Facet Wealth, Inc. 0.01% No change 1 $718K
Capital Group Private Client Services, Inc. 0.01% No change 1 $718K
Gradient Investments LLC 0.01% No change 1 $718K
IMC-Chicago, LLC 0.01% New 1 $718K
Capital Investment Advisors, LLC 0.01% No change 1 $718K
Kingsview Wealth Management, LLC 0.01% No change 1 $718K
Welch & Forbes LLC 0.01% No change 1 $718K
Horizon Kinetics Asset Management LLC 0.01% No change 1 $718K
OneDigital Investment Advisors LLC 0.01% No change 1 $718K
Orion Porfolio Solutions, LLC 0.01% No change 1 $718K
Fort Washington Investment Advisors Inc. 0.00% No change 1 $718K
Los Angeles Capital Management LLC 0.00% No change 1 $718K
Vontobel Holding Ltd. 0.00% No change 1 $718K
Baron Capital (BAMCO) 0.00% No change 1 $718K
MML Investors Services, LLC 0.00% No change 1 $718K
Mitsubishi UFJ Trust & Banking Corp 0.00% No change 1 $718K
Assetmark, Inc. 0.00% No change 1 $718K
Lazard Asset Management LLC 0.00% No change 1 $718K
Envestnet Asset Management Inc. 0.00% New 1 $718K
BCV Asset Management Inc. 0.02% New 1 $718K
Federation des caisses Desjardins du Quebec 0.00% No change 1 $718K
Ferguson Johnson Wealth Management Inc 0.58% No change 1 $718K
Phillip James Consulting Co. 0.54% New 1 $718K
Pin Oak Investment Advisors Inc. 0.51% No change 1 $718K
Lesa Sroufe & Co 0.49% New 1 $718K
PFC Capital Group, Inc. 0.32% No change 1 $718K
X-Square Capital, LLC 0.24% No change 1 $718K
Shikiar Asset Management Inc. 0.23% No change 1 $718K
Physicians Financial Services, Inc. 0.20% No change 1 $718K
Steginsky Capital LLC 0.12% Reduce -66.7% 1 $718K
Capital Advisors, Ltd. LLC 0.08% No change 1 $718K
Wendell David Associates Inc. 0.08% No change 1 $718K
LVM Capital Management Ltd. 0.07% No change 1 $718K
Appleton Partners Inc. 0.05% No change 1 $718K
Gsa Capital Partners LLP 0.04% New 1 $718K
Heritage Investors Management Corp. 0.02% No change 1 $718K
Analyst IMS Investment Management Services Ltd. 0.02% No change 1 $718K
Vaughan David Investments LLC 0.02% No change 1 $718K
Sonoma Allocations LLC 0.25% New 1 $718K
LongView Wealth Management 0.18% No change 1 $717K
Foster Victor Wealth Advisors, LLC 0.04% No change 1 $717K
Austin Wealth Management, LLC 0.16% No change 1 $717K
Rossby Financial, LCC 0.15% New 1 $716K
XY Planning Network, Inc. 0.11% Reduce -50.0% 1 $716K
WBH Advisory Inc. 0.05% No change 1 $716K
International Assets Investment Management, LLC 0.05% No change 1 $716K
Union Bancaire Privee, UBP SA 0.01% No change 1 $713K
Schroder Investment Management Group 0.00% No change 1 $713K
Hall Capital Management Co. Inc. 0.25% No change 1 $712K
Cornerstone Financial Group, LLC 0.46% No change 1 $710K
Clear Point Advisors Inc. 0.55% New 1,480 $709K
FF Advisors,LLC 0.29% No change 1 $706K
Gallagher Capital Advisors, LLC 0.42% No change 1 $620K
Value Investment Professionals, LLC 1.01% New 954 $457K
Eagle Harbor Asset Management Inc. 0.36% Reduce -16.4% 879 $421K
LM Advisors LLC 0.00% Reduce -4.9% 7,181 $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.