Berkshire Hathaway Inc. Class ABRK.A

13F holders, Q2 2026 (June 30)
1,422holders −6
43new positions
52sold out
14famous investors
$207910.46avg. 13F price*

At the end of Q2 2026, 1,422 institutions reported holding Berkshire Hathaway Inc. Class A (BRK.A) in their 13F filings, down 6 from Q1 2026. 43 opened new positions and 52 sold out. The largest holders were FMR LLC ($10.9B), First Manhattan Co. Llc. ($10.3B) and Norges Bank ($7.8B). 14 famous investors held it, including Guy Spier (15.6% of Aquamarine Capital (Aquamarine Zurich)'s portfolio), Tom Russo (12.0% of Gardner Russo & Quinn's portfolio) and Chris Bloomstran (10.2% 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 Q1 2026 → Q2 2026

InstitutionsTotal Value
New Positions43$483.9M
Exits52$321.4M

All 13F filers, Q1 2026 → Q2 2026: 139,615 shares bought and 15,068 shares sold, net +124,547 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 1,422 holders

FMR LLC 0.47% Reduce -14.5% 14,533 $10.9B
First Manhattan Co. Llc. 26.35% Reduce -1.2% 13,803 $10.3B
Norges Bank 0.77% — 10,371 $7.8B
Vanguard Portfolio Management LLC 0.07% Add +0.1% 2,056 $1.5B
HighTower Advisors, LLC 1.40% Reduce -3.0% 1,946 $1.5B
Gardner Russo & Quinn 12.01% Reduce -1.9% 1,432 $1.1B
Everett Harris & Co. 13.06% Add +0.1% 1,417 $1.1B
Vanguard Capital Management LLC 0.02% Reduce -0.1% 1,378 $1.0B
Hikari Tsushin, Inc. 56.03% No change 1,127 $844.0M
Markel Group 6.35% No change 1,114 $834.2M
Paralel Advisors LLC 29.74% No change 1,028 $769.8M
PNC Financial Services Group, Inc. 0.36% Reduce -2.7% 957 $716.6M
Davis Selected Advisers 2.79% Reduce -6.0% 868 $650.0M
US Bancorp \de 0.70% No change 861 $644.8M
Graham Holdings Co Master Retirement Trust 84.57% No change 829 $620.8M
Morgan Stanley 0.03% Add +7.5% 812 $608.1M
Bank of America Corp. 0.04% Add +0.8% 750 $561.6M
WELLCOME TRUST LTD (THE) as trustee of the WELLCOME TRUST 5.82% No change 700 $524.2M
Hikari Power Ltd 60.73% Reduce -8.7% 693 $519.0M
S&G Foundation 23.21% No change 665 $498.0M
Fiduciary Trust Co 5.24% No change 643 $481.5M
California Public Employees Retirement System 0.25% Reduce -5.6% 592 $443.3M
State of Wisconsin Investment Board 0.86% Reduce -9.7% 569 $426.1M
First Eagle Investment Management, LLC 0.70% No change 565 $423.1M
Baldwin Investment Management, LLC 40.20% No change 555 $415.6M
Fayez Sarofim & Co 0.86% Add +34.5% 491 $367.7M
Davis Asset Management, L.P. 9.22% Add +2.3% 486 $363.9M
BlackRock, Inc. 0.01% Reduce -4.3% 447 $334.6M
Graham Holdings Co 29.18% No change 422 $316.0M
Mawer Investment Management Ltd. 2.11% Reduce -18.5% 415 $310.8M
VANGUARD ASSET MANAGEMENT, Ltd 0.21% Add +10.7% 415 $310.8M
Capital World Investors 0.04% New 408 $305.5M
Bank of Montreal 0.11% Reduce -1.0% 405 $303.3M
Mariner, LLC 0.29% Add +5.4% 369 $276.3M
UBS Group AG 0.04% Add +9.0% 365 $273.3M
Legal & General Group Plc 0.05% Reduce -2.7% 323 $242.0M
Bridges Investment Management Inc. 2.90% Reduce -5.6% 318 $238.1M
Pathstone Holdings, LLC 0.67% Add +8.4% 309 $231.4M
Allen Holding Inc. 21.72% Reduce -0.7% 294 $220.2M
Virtu Financial LLC 6.88% Add +24.4% 291 $217.9M
Canton Hathaway, LLC 40.62% Reduce -2.4% 283 $211.9M
Armstrong Henry H Associates Inc. 19.58% Reduce -1.5% 270 $202.2M
State Street Corp. 0.01% Reduce -5.6% 268 $200.7M
Laurel Wealth Advisors LLC 18.98% No change 262 $196.2M
Bank of New York Mellon Corp 0.03% Reduce -11.8% 247 $185.0M
Royal Bank of Canada 0.03% Reduce -3.3% 234 $175.2M
Neuberger Berman Group LLC 0.11% Add +22.4% 224 $167.7M
Goldman Sachs Group Inc. 0.02% Add +0.9% 224 $167.7M
Creative Planning 0.10% Reduce -3.1% 218 $163.2M
WINTON GROUP Ltd 5.26% No change 217 $162.5M
Rede Wealth, LLC 51.57% No change 208 $155.8M
Quantinno Capital Management LP 0.18% Add +64.0% 205 $153.5M
Northern Trust Corp. 0.02% Reduce -31.2% 203 $152.0M
Brown Advisory Inc. 0.23% Reduce -0.5% 196 $146.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +0.5% 195 $146.0M
Focus Partners Wealth 0.13% Add +6.3% 169 $126.6M
Raymond James Financial Inc. 0.03% Reduce -5.3% 162 $121.3M
Corient Private Wealth LP 0.17% Reduce -26.9% 160 $119.8M
Timucuan Asset Management Inc. 4.41% Reduce -2.4% 160 $119.8M
Auto-Owners Insurance Co 2.64% Reduce -6.6% 156 $116.8M
Laird Norton Wetherby Trust Company, LLC 2.19% No change 152 $113.8M
Punch Card Management L.P. 42.42% No change 145 $108.6M
UMB Bank, n.a. 1.38% No change 145 $108.6M
Tweedy, Browne Co LLC 8.17% No change 144 $107.8M
Universal- Beteiligungs- und Servicegesellschaft mbH 0.16% Add +10.2% 140 $104.8M
Deltroit Asset Management (UK) LLP 16.35% Add +4.7% 134 $100.3M
Van Lanschot Kempen Investment Management N.V. 0.75% Add +0.8% 131 $98.1M
Clearbridge Investments, LLC 0.08% Reduce -56.5% 131 $98.1M
Royal London Asset Management Ltd. 0.18% No change 129 $96.6M
Gabelli Funds LLC 0.62% No change 128 $95.9M
Brown Brothers Harriman & Co. 0.42% Reduce -7.3% 127 $95.1M
WS Management LLLP 11.02% No change 125 $93.6M
HSBC Holdings PLC 0.04% Add +2.5% 123 $92.1M
Vinva Investment Management Ltd 0.61% Add +136.0% 184,831 $91.7M
Wells Fargo & Company 0.02% Add +3.4% 122 $91.6M
Semper Augustus Investments 10.16% Add +3.5% 120 $89.9M
Qube Research & Technologies Ltd 0.10% Add +31.9% 120 $89.9M
LPL Financial LLC 0.02% Reduce -0.8% 119 $89.3M
Hartline Investment Corp./ 7.63% Reduce -1.7% 117 $87.6M
State of Michigan Retirement System 0.38% No change 116 $86.9M
Stifel Financial Corp. 0.07% No change 114 $85.4M
Well Done, LLC 11.28% No change 112 $83.9M
General American Investors Co. Inc. 4.99% No change 110 $82.4M
Douglass Winthrop Advisors, LLC 1.40% Add +0.9% 108 $80.9M
American Century Companies Inc. 0.04% Reduce -4.5% 107 $80.1M
Ruane, Cunniff & Goldfarb L.P. 1.20% Reduce -6.4% 103 $77.1M
Professional Advisory Services Inc. 8.23% No change 100 $74.9M
Mill Capital Management, LLC 5.00% Reduce -2.0% 100 $74.9M
Mercer Global Advisors Inc. 0.09% Reduce -10.7% 100 $74.9M
Accredited Investors Inc. 3.01% No change 93 $69.6M
Ninety One SA (Pty) Ltd 3.67% No change 91 $67.8M
JPMorgan Chase & Co. 0.00% Reduce -4.2% 91 $67.7M
Bank Pictet & Cie (Europe) AG 1.30% No change 89 $66.6M
Chou Associates Management Inc. 29.73% No change 86 $64.4M
ACR Alpine Capital Research, LLC 0.90% No change 85 $63.7M
Commonwealth Equity Services, LLC 0.08% Reduce -11.5% 85 $63.7M
Cerity Partners LLC 0.07% No change 82 $61.4M
Eastern Bank 0.93% Add +6.6% 81 $60.7M
Coldstream Capital Management Inc. 0.77% Add +100633.3% 6,044 $60.6M
Choreo, LLC 0.66% No change 80 $59.9M
Captrust Financial Advisors 0.09% Add +5.3% 80 $59.9M
Tiaa-Cref Individual & Institutional Services, LLC 0.20% Add +1.3% 78 $58.4M
Victory Capital Management Inc. 0.03% Reduce -3.7% 78 $58.4M
RBF Capital, LLC 2.38% No change 76 $56.9M
Wilmington Savings Fund Society, FSB 1.27% No change 76 $56.9M
Rockefeller Capital Management L.P. 0.09% Add +1.4% 75 $56.2M
Charles Schwab Investment Management Inc. 0.01% Add +12.1% 74 $55.4M
Bartlett & Co. Wealth Management LLC 0.66% No change 70 $52.4M
Whittier Trust Co. 0.50% Add +42.5% 67 $50.7M
Northwestern University 78.04% No change 66 $49.4M
I.G.Y. Ltd 19.85% No change 65 $48.7M
B. Metzler seel. Sohn & Co. AG 0.42% No change 65 $48.7M
Cambridge Investment Research Advisors, Inc. 0.11% No change 64 $47.9M
ASO GROUP Ltd 20.00% No change 63 $47.2M
Greenlea Lane Capital Management, LLC 12.95% No change 63 $47.2M
Blair William & Co. 0.12% Reduce -1.6% 63 $47.2M
CIBC Bancorp USA Inc. 0.06% Reduce -4.5% 63 $47.2M
Acadian Asset Management LLC 0.06% No change 63 $47.2M
Security National Bank 5.54% No change 62 $46.4M
Baird Financial Group, Inc. 0.06% No change 62 $46.4M
Ameriprise Financial Inc. 0.01% Reduce -1.6% 62 $46.4M
IMC-Chicago, LLC 0.41% Add +5800.0% 59 $44.2M
Sumitomo Mitsui Trust Group, Inc. 0.03% Add +3.5% 59 $44.2M
D.A. Davidson & Co. 0.24% Reduce -1.7% 58 $43.4M
Vanguard Fiduciary Trust Co. 0.01% Add +1.8% 58 $43.4M
Hamilton Point Investment Advisors, LLC 6.01% Reduce -9.5% 57 $42.7M
HRT Financial LP 0.08% New 57 $42.7M
Lincoln Capital LLC 7.33% No change 55 $41.2M
Crewe Advisors LLC 2.98% Reduce -1.8% 55 $41.2M
Oslo Pensjonsforsikring AS 4.65% Add +35.0% 54 $40.4M
Crestwood Advisors Group, LLC 0.59% Reduce -3.6% 53 $39.7M
Toronto Dominion Bank 0.07% No change 53 $39.4M
CI Investments Inc. 0.13% Reduce -5.5% 52 $38.9M
GTS Securities LLC 0.80% No change 51 $38.2M
Elkhorn Partners Limited Partnership 32.08% No change 50 $37.4M
Hi-Line Capital Management, LLC 10.53% No change 50 $37.4M
SWF LLC 2.51% No change 50 $37.4M
Commerce Bank 0.16% No change 50 $37.4M
Moneta Group Investment Advisors LLC 0.27% Reduce -2.0% 48 $35.9M
Osaic Holdings, Inc. 0.04% Add +12.7% 80 $35.9M
Robeco Institutional Asset Management B.V. 0.04% No change 47 $35.2M
Pinnacle Financial Partners, Inc. 0.23% Reduce -4.3% 45 $33.7M
Postrock Partners LLC 13.40% No change 44 $32.9M
Truist Financial Corp. 0.04% Reduce -2.2% 44 $32.9M
Invesco Ltd. 0.00% Reduce -2.2% 44 $32.9M
Global Frontier Investments LLC 5.67% No change 44 $32.9M
Pitcairn Wealth Advisors LLC 3.53% No change 43 $32.2M
EP Wealth Advisors, LLC 0.12% Add +48.3% 43 $32.2M
MAI Capital Management 0.12% Add +5.0% 42 $31.5M
Cresset Asset Management, LLC 0.11% Add +31.3% 42 $31.5M
Peapack Gladstone Financial Corp. 0.35% Reduce -2.4% 41 $30.7M
Hutner Capital Management Inc. 12.18% No change 41 $30.7M
Allen Operations LLC 4.25% No change 41 $30.7M
Fenimore Asset Management Inc 0.64% Reduce -2.4% 41 $30.7M
Cannell & Spears LLC 0.55% Reduce -2.4% 41 $30.7M
GAMCO Investors 0.28% No change 41 $30.7M
Kelleher Financial Advisors 4.29% Reduce -16.7% 40 $30.0M
Franklin Resources Inc. 0.01% Reduce -9.1% 40 $30.0M
Bank Julius Baer & Co. Ltd, Zurich 0.08% New 40 $29.7M
Whittier Trust Co. of Nevada Inc. 0.55% No change 39 $29.5M
Prodigy Asset Management LLC 8.80% Reduce -15.2% 39 $29.2M
Segment Wealth Management, LLC 1.51% No change 39 $29.2M
Citadel Advisors 0.02% New 39 $29.2M
First Citizens Bank & Trust Co. 0.43% No change 38 $28.5M
HM Payson & Co. 0.38% No change 38 $28.5M
Haverford Trust Co 0.25% No change 38 $28.5M
Fifth Third Bancorp 0.05% Add +2.7% 38 $28.5M
Susquehanna International Group, LLP 0.03% Reduce -25.5% 38 $28.5M
Bessemer Group Inc. 0.04% Reduce -9.8% 37 $27.7M
Farmers & Merchants Investments Inc. 0.67% Reduce -2.6% 37 $27.7M
Silvercrest Asset Management Group LLC 0.18% Reduce -5.1% 37 $27.7M
Janney Montgomery Scott LLC 0.05% Add +16.1% 36 $27.0M
Hardy Reed LLC 1.73% No change 36 $27.0M
Parsons Capital Management Inc. 1.22% No change 36 $27.0M
SG Americas Securities, LLC 0.02% Reduce -70.6% 35 $26.2M
Bislett Management, LLC 17.76% No change 35 $26.2M
Hennessy Advisors Inc. 0.84% Reduce -2.8% 35 $26.2M
Allworth Financial LP 0.11% Reduce -2.8% 35 $26.2M
M&T Bank Corp 0.08% Add +66.7% 35 $26.2M
Shelter Mutual Insurance Co 5.38% No change 34 $25.5M
Pittenger & Anderson Inc. 0.91% No change 34 $25.5M
General Partner, Inc. 13.29% No change 33 $24.7M
Perennial Advisors, LLC 3.84% No change 33 $24.7M
Private Management Group Inc. 0.65% No change 33 $24.7M
Cetera Investment Advisers 0.02% Add +10.0% 33 $24.7M
Granite FO LLC 12.67% Reduce -3.0% 32 $24.0M
Union Savings Bank 9.63% No change 32 $24.0M
AMG National Trust Bank 0.49% No change 32 $24.0M
Pinnacle Bancorp, Inc. 6.04% No change 31 $23.2M
Busey Bank 0.56% No change 31 $23.2M
Mesirow Financial Investment Management, Inc. 0.36% Reduce -24.4% 31 $23.2M
Utah Retirement Systems 0.22% Reduce -20.5% 31 $23.2M
Aquamarine Capital (Aquamarine Zurich) 15.59% No change 30 $22.5M
Friends of the Cornell Lab of Ornithology, Inc. 18.15% No change 30 $22.5M
7G Capital Management, LLC 10.28% No change 30 $22.5M
Waverly Advisors, LLC 0.13% No change 30 $22.5M
Northwestern Mutual Wealth Management Co. 0.01% Reduce -3.2% 30 $22.5M
BNP Paribas Financial Markets 0.01% No change 30 $22.5M
World Investment Advisors 0.37% No change 31 $22.3M
Barr E S & Co. 1.22% No change 29 $21.7M
Stock Yards Bank & Trust Co. 0.62% No change 29 $21.7M
Circle Wealth Management, LLC 0.27% No change 29 $21.7M
Williams Jones Wealth Management, LLC. 0.24% Reduce -3.3% 29 $21.7M
Harvey Investment Co. LLC 2.28% Reduce -3.5% 28 $21.0M
Allium Financial Advisors, LLC 13.73% No change 28 $21.0M
Silverleafe Capital Partners, LLC 5.72% No change 28 $21.0M
Check Capital Management Inc. 1.19% Reduce -3.5% 28 $21.0M
Sunesis Advisors, LLC 8.36% No change 27 $20.2M
BigSur Wealth Management LLC 4.87% Add +12.5% 27 $20.2M
Zuckerman Investment Group, LLC 1.72% Add +28.6% 27 $20.2M
HB Wealth Management, LLC 0.11% No change 27 $20.2M
Ieq Capital, LLC 0.09% Add +12.5% 27 $20.2M
Clearstead Advisors, LLC 0.18% Add +36.8% 26 $19.5M
Regions Financial Corp. 0.12% No change 26 $19.5M
Beacon Pointe Advisors, LLC 0.09% Add +18.2% 26 $19.2M
Plan A Wealth LLC 7.96% No change 25 $18.7M
Kestra Advisory Services, LLC 0.06% Reduce -7.4% 25 $18.7M
NewEdge Advisors, LLC 0.06% Reduce -7.4% 25 $18.7M
Millennium Management 0.01% Reduce -24.2% 25 $18.7M
Patten Group, Inc. 2.79% No change 24 $18.0M
Caprock Group, LLC 0.34% Add +4.3% 24 $18.0M
Brighton Jones LLC 0.33% No change 24 $18.0M
Cullen/Frost Bankers, Inc. 0.18% No change 24 $18.0M
Marex Group Ltd 0.13% No change 24 $18.0M
DAVENPORT & Co LLC 0.09% No change 24 $18.0M
Spinnaker Investment Group, LLC 2.76% No change 23 $17.2M
Locust Wood Capital Advisers, LLC 0.42% No change 23 $17.2M
Texas Yale Capital Corp. 0.37% Add +4.5% 23 $17.2M
Vestmark Advisory Solutions, Inc. 0.16% No change 23 $17.2M
Sequoia Financial Advisors, LLC 0.09% Reduce -4.2% 23 $17.2M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% No change 23 $17.2M
Wealth Enhancement Advisory Services, LLC 0.03% Reduce -18.2% 27 $17.0M
Alliancebernstein L.P. 0.01% No change 23 $16.5M
Saybrook Capital 4.12% No change 22 $16.5M
JRM Investment Counsel, LLC 4.01% No change 22 $16.5M
Ascentis Wealth Management, LLC 2.79% No change 22 $16.5M
Brandywine Trust Co. 2.65% No change 22 $16.5M
Ashford Capital Management Inc. 1.77% No change 22 $16.5M
Baader Bank Aktiengesellschaft 1.35% Reduce -4.3% 22 $16.5M
WASHINGTON TRUST Co 0.51% No change 22 $16.5M
WoodTrust Financial Corp 1.87% Add +5.0% 21 $15.7M
Pflug Koory, LLC 6.28% No change 21 $15.7M
Seven Post Investment Office LP 4.46% No change 21 $15.7M
Plan Group Financial, LLC 3.26% No change 21 $15.7M
Gibson Capital, LLC 2.58% No change 21 $15.7M
First Nebraska Trust Co 1.27% No change 21 $15.7M
Apollon Wealth Management, LLC 0.19% No change 21 $15.7M
Merit Financial Group, LLC 0.10% No change 21 $15.7M
Smithfield Trust Co 0.60% No change 21 $15.0M
Lubar & Co., Inc 11.85% No change 20 $15.0M
Birch Financial Group, LLC 7.70% No change 20 $15.0M
Guardian Financial Partners, LLC 5.83% No change 20 $15.0M
LexAurum Advisors, LLC 1.74% No change 20 $15.0M
Wealth Enhancement Trust Services, Inc. 1.66% No change 20 $15.0M
Cheviot Value Management, LLC 1.52% No change 20 $15.0M
PDS Planning, Inc 0.87% No change 20 $15.0M
Western Wealth Management, LLC 0.49% No change 20 $15.0M
Sapient Capital LLC 0.20% No change 20 $15.0M
Legacy Wealth Advisors, LLC 6.16% No change 19 $14.2M
Sagewood Asset Management LP 3.22% No change 19 $14.2M
Onex Canada Asset Management Inc. 2.19% No change 19 $14.2M
Center for Financial Planning, Inc. 1.33% No change 19 $14.2M
Axxion S.A. 1.03% — 19 $14.2M
JFS Wealth Advisors, LLC 0.71% No change 19 $14.2M
Park National Corp. 0.40% No change 19 $14.2M
First National Bank of Omaha 0.40% No change 19 $14.2M
T. Rowe Price Associates Inc. 0.00% No change 18 $13.5M
Round Rock Advisors LLC 1.74% Reduce -5.3% 18 $13.5M
Foster Group, Inc. 0.36% No change 18 $13.5M
Mather Group, Llc. 0.12% Add +28.6% 18 $13.5M
Glenmede Trust Co. NA 0.06% No change 18 $13.5M
Wealthspire Advisors, LLC 0.07% Add +28.6% 18 $13.1M
Keystone Financial Group 0.76% No change 17 $12.7M
Grandfield & Dodd, LLC 0.67% Add +13.3% 17 $12.7M
Sand Hill Global Advisors, LLC 0.38% No change 17 $12.7M
Argent Trust Co 0.37% Add +21.4% 17 $12.7M
Mission Wealth Management, LP 0.16% Add +466.7% 17 $12.7M
Private Advisor Group, LLC 0.06% Reduce -10.5% 17 $12.7M
Deutsche Bank AG 0.00% No change 17 $12.7M
Ar Asset Management Inc. 2.35% Reduce -5.6% 17 $12.7M
Pacific Capital Partners Ltd 10.37% No change 16 $12.0M
Essex Bank 2.59% No change 16 $12.0M
K.J. Harrison & Partners Inc 1.71% No change 16 $12.0M
Choate Investment Advisors 0.21% No change 16 $12.0M
Composition Wealth, LLC 0.14% No change 16 $12.0M
Dover Advisors, LLC 4.64% No change 15 $11.3M
Fiduciary Counselling Inc. 27.70% No change 15 $11.2M
Shayne & Jacobs, LLC 3.33% Reduce -25.0% 15 $11.2M
Strata Wealth Advisors, LLC 2.74% No change 15 $11.2M
Cambridge Advisors Inc. 1.93% No change 15 $11.2M
Arthur M. Cohen & Associates, LLC 1.75% Reduce -6.3% 15 $11.2M
First National Advisers, LLC 1.58% Reduce -6.3% 15 $11.2M
Carret Asset Management, LLC 0.98% No change 15 $11.2M
Rossmore Private Capital 0.91% No change 15 $11.2M
Clifford Swan Investment Counsel LLC 0.36% No change 15 $11.2M
Arkadios Wealth Advisors 0.17% No change 15 $11.2M
Bradley Foster & Sargent Inc. 0.16% No change 15 $11.2M
Amundi 0.00% Reduce -11.8% 15 $11.2M
Flow Traders U.S. LLC 0.43% Reduce -73.6% 14 $10.5M
Northstar Asset Management Inc. 3.07% No change 14 $10.5M
Matthew 25 Management Corp 3.03% Reduce -6.7% 14 $10.5M
M. Kulyk & Associates, LLC 1.71% No change 14 $10.5M
Aviance Capital Partners, LLC 1.09% No change 14 $10.5M
Traphagen Investment Advisors LLC 0.75% No change 14 $10.5M
Smith Chas P & Associates Pa Cpas 0.53% No change 14 $10.5M
Carnegie Investment Counsel 0.21% Reduce -6.7% 14 $10.5M
J.W. Cole Advisors, Inc. 0.18% New 14 $10.5M
Greenleaf Trust 0.10% No change 14 $10.5M
Vanguard Global Advisers, LLC 0.00% Reduce -26.3% 14 $10.5M
AQR Capital Management 0.00% Reduce -6.7% 14 $10.5M
Rubicon Global Capital Ltd 3.57% No change 13 $9.7M
Pacifica Capital Investments, LLC 3.32% No change 13 $9.7M
CPA Asset Management Group, LLC 2.80% Reduce -7.1% 13 $9.7M
Griffin Asset Management, Inc. 1.03% No change 13 $9.7M
Baker Ellis Asset Management LLC 1.01% No change 13 $9.7M
Transcend Capital Advisors, LLC 0.66% No change 13 $9.7M
LMCG Investments, LLC 0.52% No change 13 $9.7M
Spinnaker Trust 0.47% No change 13 $9.7M
Obermeyer Wealth Partners 0.40% No change 13 $9.7M
Simon Quick Advisors, LLC 0.39% Reduce -7.1% 13 $9.7M
Valeo Financial Advisors, LLC 0.21% No change 13 $9.7M
Rwa Wealth Partners, LLC 0.09% No change 13 $9.7M
Ingalls & Snyder LLC 0.27% Add +8.3% 13 $9.7M
Scotia Capital Inc. 0.03% No change 12 $9.0M
Pangea Capital Gestao de Recursos Ltda. 6.21% No change 12 $9.0M
Virginia Wealth Management Group, Inc. 4.76% No change 12 $9.0M
Weik Capital Management 3.45% No change 12 $9.0M
OFS Enterprise LLC 2.29% No change 12 $9.0M
FARMERS & MERCHANTS TRUST Co OF LONG BEACH 1.93% No change 12 $9.0M
Kavar Capital Partners Group, LLC 1.11% No change 12 $9.0M
Sierra Capital LLC 0.87% No change 12 $9.0M
Hemenway Trust Co LLC 0.63% Reduce -20.0% 12 $9.0M
Keel Point, LLC 0.53% Reduce -7.7% 12 $9.0M
Y-Intercept (Hong Kong) Ltd 0.18% Reduce -7.7% 12 $9.0M
DF Dent & Co. Inc. 0.17% No change 12 $9.0M
Brookstone Capital Management 0.09% Add +20.0% 12 $9.0M
&partners 0.04% No change 12 $9.0M
Credit Agricole S A 0.02% No change 12 $9.0M
Aviva PLC 0.01% Reduce -7.7% 12 $9.0M
Jane Street Group, LLC 0.01% Reduce -40.0% 12 $9.0M
Weaver Capital Management LLC 1.90% No change 12 $8.6M
Sax Wealth Advisors, LLC 0.35% No change 12 $8.6M
Bridgewater Advisors Inc. 0.46% No change 11 $8.5M
Schulhoff & Co. Inc. 3.31% No change 11 $8.2M
Jupiter Wealth Management LLC 3.30% No change 11 $8.2M
Cornerstone Management, Inc. 1.19% No change 11 $8.2M
Parkside Financial Bank & Trust 0.56% No change 11 $8.2M
Fairholme Capital Management 0.55% Add +450.0% 11 $8.2M
Compass Capital Management, Inc. 0.50% No change 11 $8.2M
GC Wealth Management RIA, LLC 0.47% Reduce -8.3% 11 $8.2M
Montag A & Associates Inc. 0.35% No change 11 $8.2M
Sterling Capital Management LLC 0.14% No change 11 $8.2M
Ritholtz Wealth Management 0.12% No change 11 $8.2M
Evercore Wealth Management, LLC 0.12% No change 11 $8.2M
King Luther Capital Management Corp. 0.03% Reduce -21.4% 11 $8.2M
Gotham Asset Management 0.02% Add +22.2% 11 $8.2M
Financial Engines Advisors L.L.C. 0.01% Reduce -15.4% 11 $8.2M
Citigroup Inc. 0.00% No change 11 $8.2M
Apella Capital, LLC 0.11% No change 10 $7.6M
Sutton Place Investors LLC 3.63% No change 10 $7.5M
Causey Wealth LLC 2.93% No change 10 $7.5M
Alexander Labrunerie & Co., Inc. 2.65% No change 10 $7.5M
Absolute Capital Management, LLC 1.87% No change 10 $7.5M
Bulldog Investors, LLP 1.66% No change 10 $7.5M
America First Investment Advisors, LLC 1.39% Add +25.0% 10 $7.5M
Oliver Luxxe Assets LLC 1.10% No change 10 $7.5M
Barton Investment Management 1.01% No change 10 $7.5M
Wescott Financial Advisory Group, LLC 0.58% No change 10 $7.5M
Cidel Asset Management Inc. 0.36% No change 10 $7.5M
Nations Financial Group Inc, /Ia/ 0.36% No change 10 $7.5M
Salem Investment Counselors Inc. 0.19% No change 10 $7.5M
Cassaday & Co Wealth Management LLC 0.14% No change 10 $7.5M
Allen Investment Management, LLC 0.09% No change 10 $7.5M
London Co. of Virginia 0.04% No change 10 $7.5M
Bahl & Gaynor LLC 0.03% No change 10 $7.5M
Rathbones Group PLC 0.03% Reduce -9.1% 10 $7.5M
Lido Advisors, LLC 0.03% Add +42.9% 10 $7.5M
Cibc World Market Inc. 0.01% Add +11.1% 10 $7.5M
Arkfeld Wealth Strategies, L.L.C. 2.04% No change 9 $6.8M
JTC Employer Solutions Trustee Ltd 0.54% No change 9 $6.8M
Piedmont Capital Management, LLC 4.11% Reduce -47.1% 9 $6.7M
Cornell Pochily Investment Advisors, Inc. 1.81% No change 9 $6.7M
Weil Company, Inc. 1.19% No change 9 $6.7M
Trifecta Capital Advisors, LLC 0.87% Reduce -10.0% 9 $6.7M
Fort Point Capital Partners LLC 0.72% No change 9 $6.7M
Quent Capital, LLC 0.41% No change 9 $6.7M
Mogy Joel R Investment Counsel Inc. 0.39% No change 9 $6.7M
WealthPlan Investment Management, LLC 0.33% Reduce -30.8% 9 $6.7M
LGT Fund Management Co Ltd. 0.28% Reduce -30.8% 9 $6.7M
Giverny Capital 0.23% Reduce -18.2% 9 $6.7M
Venture Visionary Partners LLC 0.19% No change 9 $6.7M
AlTi Global, Inc. 0.14% Reduce -18.2% 9 $6.7M
Evergreen Capital Management LLC 0.12% Add +12.5% 9 $6.7M
Badgley Phelps Wealth Managers, LLC 0.12% Reduce -10.0% 9 $6.7M
Prospera Financial Services Inc 0.10% No change 9 $6.7M
NorthRock Partners, LLC 0.10% No change 9 $6.7M
Glenview Trust Co 0.09% No change 9 $6.7M
Ferguson Wellman Capital Management, Inc. 0.08% Reduce -10.0% 9 $6.7M
Oppenheimer & Co. Inc. 0.07% Reduce -18.2% 9 $6.7M
Steward Partners Investment Advisory, LLC 0.03% No change 9 $6.7M
Savant Capital, LLC 0.02% Reduce -18.2% 9 $6.7M
Aberdeen Group plc 0.01% Reduce -82.3% 9 $6.7M
South Dakota Investment Council 0.10% No change 8 $6.0M
Tannin Capital LLC 3.94% No change 8 $6.0M
Castlekeep Investment Advisors LLC 3.00% No change 8 $6.0M
Thompson David Blair 2.99% No change 8 $6.0M
Enterprise Financial Services Corp 2.45% Reduce -20.0% 8 $6.0M
Blue Water Asset Management 1.93% No change 8 $6.0M
Pecaut & Co. 1.83% Reduce -20.0% 8 $6.0M
TigerOak Management, L.L.C. 1.68% No change 8 $6.0M
Argos Wealth Advisors, LLC 1.59% No change 8 $6.0M
Puzo Michael J 1.54% Reduce -11.1% 8 $6.0M
Walter & Keenan Wealth Management LLC /in/ 1.48% No change 8 $6.0M
Channel Wealth LLC 1.34% No change 8 $6.0M
Louisbourg Investments Inc. 1.11% No change 8 $6.0M
Aire Advisors, LLC 0.97% Reduce -20.0% 8 $6.0M
Factor Wealth Management LTD 0.91% No change 8 $6.0M
Calydon Capital 0.88% No change 8 $6.0M
Balboa Wealth Partners 0.82% No change 8 $6.0M
Northstar Group, Inc. 0.80% No change 8 $6.0M
Cornerstone Advisors Asset Management, LLC 0.78% Add +33.3% 8 $6.0M
1900 Wealth Management LLC 0.33% No change 8 $6.0M
Courier Capital LLC 0.30% Reduce -20.0% 8 $6.0M
Essex Financial Services, Inc. 0.30% Reduce -11.1% 8 $6.0M
Insigneo Advisory Services, LLC 0.23% No change 8 $6.0M
Bluespring Wealth Management, LLC 0.12% New 8 $6.0M
Mutual Advisors, LLC 0.11% No change 8 $6.0M
Capital Advisors Inc. 0.09% No change 8 $6.0M
NewEdge Wealth, LLC 0.06% No change 8 $6.0M
United Capital Financial Advisors, LLC 0.03% No change 8 $6.0M
Schonfeld Strategic Advisors LLC 0.03% Add +166.7% 8 $6.0M
Connor, Clark & Lunn Investment Management Ltd. 0.01% No change 8 $6.0M
Swedbank AB 0.01% Reduce -57.9% 8 $6.0M
Manufacturers Life Insurance Company, The 0.00% Reduce -11.1% 8 $6.0M
Windsor Advisory Group, LLC 3.81% No change 7 $5.2M
Durante & Waters, LLC 3.43% No change 7 $5.2M
Sterling Investment Management, LLC 2.88% No change 7 $5.2M
Limestone Investment Advisors LP 2.63% New 7 $5.2M
Intelligent Financial Strategies 2.52% No change 7 $5.2M
Bright Financial Advisors, Inc. 2.19% No change 7 $5.2M
Unconventional Investor, LLC 2.17% No change 7 $5.2M
Security National Bank of Sioux City Iowa 2.15% No change 7 $5.2M
Lawson Kroeker Investment Management Inc. 1.46% Reduce -12.5% 7 $5.2M
Montis Financial, LLC 1.07% No change 7 $5.2M
SOA Wealth Advisors, LLC. 0.88% No change 7 $5.2M
Iowa State Bank 0.88% No change 7 $5.2M
Mraz, Amerine & Associates, Inc. 0.75% No change 7 $5.2M
Manchester Capital Management LLC 0.68% No change 7 $5.2M
Southeast Asset Advisors, LLC 0.53% No change 7 $5.2M
Bedel Financial Consulting, Inc. 0.50% No change 7 $5.2M
Allen Capital Group, LLC 0.43% No change 7 $5.2M
Northside Capital Management, LLC 0.43% No change 7 $5.2M
Caldwell Trust Co 0.42% Reduce -12.5% 7 $5.2M
Intrust Bank NA 0.39% No change 7 $5.2M
XML Financial, LLC 0.38% Add +250.0% 7 $5.2M
Beese Fulmer Investment Management, Inc. 0.30% No change 7 $5.2M
Guyasuta Investment Advisors Inc. 0.27% No change 7 $5.2M
Capstone Financial Advisors, Inc. 0.26% No change 7 $5.2M
Equitable Trust Co. 0.22% No change 7 $5.2M
First Horizon Corp. 0.20% No change 7 $5.2M
Klingenstein Fields & Co. LP 0.18% No change 7 $5.2M
Chilton Capital Management LLC 0.17% No change 7 $5.2M
Robertson Stephens Wealth Management, LLC 0.13% No change 7 $5.2M
Nicholas Hoffman & Company, LLC. 0.11% No change 7 $5.2M
Wealthcare Advisory Partners LLC 0.10% No change 7 $5.2M
Atlantic Union Bankshares Corp 0.09% Reduce -12.5% 7 $5.2M
Crawford Investment Counsel Inc. 0.09% No change 7 $5.2M
Axxcess Wealth Management, LLC 0.08% New 7 $5.2M
Curi Capital, LLC 0.08% No change 7 $5.2M
Citizens Financial Group Inc. 0.06% Reduce -41.7% 7 $5.2M
Modern Wealth Management, LLC 0.06% Add +16.7% 7 $5.2M
Midwest Trust Co 0.06% No change 7 $5.2M
Stephens Inc. 0.06% No change 7 $5.2M
SCS Capital Management LLC 0.05% No change 7 $5.2M
Integrated Wealth Concepts LLC 0.03% No change 7 $5.2M
Natural Investments, LLC 1.15% No change 7 $5.2M
Farther Finance Advisors, LLC 0.04% Reduce -12.5% 7 $5.2M
Vestor Capital, LLC 0.30% New 8,523 $4.8M
Destiny Wealth Partners, LLC 0.65% Reduce -60.0% 6 $4.6M
Trailhead Planners LLC 4.34% New 6 $4.5M
Epacria Capital Partners, LLC 3.47% No change 6 $4.5M
Prosperity Bancshares Inc 2.94% Reduce -14.3% 6 $4.5M
Sittner & Nelson, LLC 1.41% No change 6 $4.5M
Canopy Partners, LLC 1.35% No change 6 $4.5M
Whitegate Investment Counselors, Inc. 1.28% No change 6 $4.5M
Sunpointe, LLC 1.28% No change 6 $4.5M
Pine Harbor Wealth Management, LLC 1.20% No change 6 $4.5M
Roberts Glore & Co. Inc. 1.11% No change 6 $4.5M
KP Management LLC 0.94% No change 6 $4.5M
Cadent Capital Advisors, LLC 0.93% No change 6 $4.5M
Elgethun Capital Management 0.63% No change 6 $4.5M
Alpine Bank Wealth Management 0.58% No change 6 $4.5M
IFC Advisors LLC 0.57% No change 6 $4.5M
Avenir Corp. 0.55% No change 6 $4.5M
Dimension Capital Management LLC 0.53% No change 6 $4.5M
Parthenon LLC 0.47% No change 6 $4.5M
Graves Light Lenhart Wealth, Inc. 0.42% No change 6 $4.5M
Cascade Financial Partners, LLC 0.39% No change 6 $4.5M
Cardiff Park Advisors, LLC 0.35% No change 6 $4.5M
First Business Financial Services, Inc. 0.35% No change 6 $4.5M
Journey Advisory Group, LLC 0.34% No change 6 $4.5M
Patriot Investment Management Group, Inc. 0.26% No change 6 $4.5M
North Star Investment Management Corp. 0.24% No change 6 $4.5M
Principle Wealth Partners LLC 0.22% No change 6 $4.5M
Aprio Wealth Management, LLC 0.22% No change 6 $4.5M
Goelzer Investment Management, Inc. 0.20% No change 6 $4.5M
Blackhill Capital Inc. 0.19% No change 6 $4.5M
PFG Investments, LLC 0.17% No change 6 $4.5M
Elm Partners Management LLC 0.16% No change 6 $4.5M
71 West Capital Partners 0.16% No change 6 $4.5M
Bragg Financial Advisors, Inc 0.12% No change 6 $4.5M
Ameritas Investment Partners, Inc. 0.12% No change 6 $4.5M
Daymark Wealth Partners, LLC 0.11% No change 6 $4.5M
Independent Advisor Alliance 0.11% No change 6 $4.5M
Parallel Advisors, LLC 0.07% Reduce -14.3% 6 $4.5M
Tocqueville Asset Management L.P. 0.06% Reduce -14.3% 6 $4.5M
Summit Trail Advisors, LLC 0.06% No change 6 $4.5M
OpenArc Corporate Advisory, LLC 0.05% No change 6 $4.5M
Allianz Asset Management GmbH 0.00% No change 6 $4.5M
Barclays PLC 0.00% Reduce -14.3% 6 $4.5M
Birinyi Associates Inc. 1.06% No change 6 $4.5M
Jones Financial Companies LLLP 0.00% Add +20.0% 6 $4.5M
Wedmont Private Capital 0.12% No change 6 $4.4M
Townsend & Associates, Inc 0.38% No change 6 $4.4M
OceanIQ Capital, LLC 2.37% — 5 $3.9M
Adkins Seale Capital Management LLC 3.33% No change 5 $3.7M
Titiun Yejiel 3.26% No change 5 $3.7M
RMR Capital Management, LLC 2.58% No change 5 $3.7M
Lavelle Capital LP 1.90% No change 5 $3.7M
English Capital Management LLC 1.79% No change 5 $3.7M
Murphy, Middleton, Hinkle & Parker, Inc. 1.52% No change 5 $3.7M
Dixon Fnancial Services, Inc. 1.52% No change 5 $3.7M
Allie Family Office LLC 1.39% Reduce -16.7% 5 $3.7M
Lumbard & Kellner, LLC 1.14% No change 5 $3.7M
Payne Capital Management, LLC 1.00% New 5 $3.7M
Valley Forge Investment Consultants Inc. Adv 0.96% No change 5 $3.7M
Hilltop National Bank 0.80% No change 5 $3.7M
Blankinship & Foster, LLC 0.76% No change 5 $3.7M
Twelve Points Wealth Management LLC 0.75% No change 5 $3.7M
one8zero8, LLC 0.74% No change 5 $3.7M
Delta Investment Management, LLC 0.62% No change 5 $3.7M
Citizens National Bank Trust Department 0.55% No change 5 $3.7M
Tarbox Family Office, Inc. 0.54% No change 5 $3.7M
Summit Asset Management, LLC 0.48% No change 5 $3.7M
Mitchell McLeod Pugh & Williams Inc. 0.46% No change 5 $3.7M
Foundation Resource Management Inc. 0.44% No change 5 $3.7M
Cutler Investment Counsel LLC 0.35% Add +150.0% 5 $3.7M
Goldstein Advisors, LLC 0.34% No change 5 $3.7M
Gryphon Financial Partners LLC 0.34% No change 5 $3.7M
Consolidated Portfolio Review Corp 0.31% No change 5 $3.7M
Washington Trust Advisors, Inc. 0.28% No change 5 $3.7M
Richard C. Young & CO., LTD. 0.28% No change 5 $3.7M
Amplius Wealth Advisors, LLC 0.27% No change 5 $3.7M
Narwhal Capital Management 0.26% No change 5 $3.7M
Verity & Verity, LLC 0.26% No change 5 $3.7M
NBT Bank, N.A. 0.25% No change 5 $3.7M
Pine Ridge Advisers LLC 0.23% No change 5 $3.7M
CORDA Investment Management, LLC. 0.23% No change 5 $3.7M
Aureus Asset Management, LLC 0.23% No change 5 $3.7M
Osterweis Capital Management Inc. 0.20% No change 5 $3.7M
Aaron Wealth Advisors LLC 0.19% No change 5 $3.7M
Jacobi Capital Management LLC 0.18% No change 5 $3.7M
Main Street Research LLC 0.18% No change 5 $3.7M
Angeles Wealth Management, LLC 0.17% No change 5 $3.7M
Hills Bank & Trust Co 0.16% No change 5 $3.7M
Kingswood Wealth Advisors, LLC 0.15% No change 5 $3.7M
Prosperity Consulting Group, LLC 0.14% No change 5 $3.7M
First Foundation Advisors 0.13% No change 5 $3.7M
EverSource Wealth Advisors, LLC 0.13% No change 5 $3.7M
Gladstone Institutional Advisory LLC 0.12% No change 5 $3.7M
CWA Asset Management Group, LLC 0.12% No change 5 $3.7M
Americana Partners, LLC 0.08% Add +66.7% 5 $3.7M
Old National Bancorp 0.07% Reduce -28.6% 5 $3.7M
Mgo One Seven LLC 0.06% No change 5 $3.7M
Confluence Investment Management LLC 0.06% No change 5 $3.7M
National Philanthropic Trust 0.05% Reduce -64.3% 5 $3.7M
Signaturefd, LLC 0.05% No change 5 $3.7M
Blue Trust, Inc. 0.04% Reduce -16.7% 5 $3.7M
Atria Investments, Inc 0.04% No change 5 $3.7M
Mairs & Power Inc. 0.03% No change 5 $3.7M
Benjamin Edwards Inc. 0.03% Reduce -28.6% 5 $3.7M
Concurrent Investment Advisors, LLC 0.03% Reduce -79.2% 5 $3.7M
Vanguard Personalized Indexing Management, LLC 0.03% Add +150.0% 5 $3.7M
Westwood Holdings Group Inc. 0.03% No change 5 $3.7M
Johnson Investment Counsel Inc. 0.03% No change 5 $3.7M
Bank of Nova Scotia 0.01% No change 5 $3.7M
1832 Asset Management L.P. 0.00% No change 5 $3.7M
First Trust Advisors LP 0.00% Add +66.7% 5 $3.7M
Navigoe, LLC 1.96% No change 5 $3.7M
Cortland Associates Inc. 0.54% Reduce -16.7% 5 $3.7M
Boston Family Office LLC 0.23% No change 5 $3.7M
Barlow Wealth Partners, LLC 0.40% No change 5 $3.7M
Vista Capital Partners, Inc. 0.31% Add +25.8% 7,138 $3.6M
McMill Wealth Management 0.78% Add +217300.0% 6,522 $3.3M
HBK Sorce Advisory LLC 0.06% No change 4 $3.1M
First National Bank & Trust Co. of Newtown 0.62% No change 4 $3.1M
EFG International AG 0.06% Reduce -42.9% 4 $3.0M
Sage Investment Counsel LLC 3.00% No change 4 $3.0M
Kennon-Green & Company, LLC 2.34% No change 4 $3.0M
Black Diamond Capital Management I, LLLP 1.98% No change 4 $3.0M
Ridgecrest Wealth Partners, LLC 1.45% No change 4 $3.0M
PFG Private Wealth Management, LLC 1.30% No change 4 $3.0M
Avondale Wealth Management 1.22% Reduce -20.0% 4 $3.0M
Fogel Capital Management, Inc. 1.20% No change 4 $3.0M
Vawter Financial, Ltd. 1.13% No change 4 $3.0M
Advantage Trust Co 1.05% New 4 $3.0M
Bourne Lent Asset Management Inc. 1.04% No change 4 $3.0M
Cambridge Financial Group, LLC 0.94% No change 4 $3.0M
Keewaydin Investments LLC 0.86% No change 4 $3.0M
Indiana Trust & Investment Management Co 0.82% No change 4 $3.0M
Bond & Devick Financial Network, Inc. 0.74% No change 4 $3.0M
DeDora Capital, Inc. 0.65% No change 4 $3.0M
Manitou Investment Management Ltd. 0.56% No change 4 $3.0M
Curbstone Financial Management Corp 0.51% New 4 $3.0M
Turim 21 Investimentos Ltda. 0.49% No change 4 $3.0M
Rbo & Co. LLC 0.48% Reduce -20.0% 4 $3.0M
Gibraltar Capital Management, Inc. 0.46% No change 4 $3.0M
Marble Wealth, LLC 0.46% No change 4 $3.0M
CHICAGO TRUST Co NA 0.44% No change 4 $3.0M
Pettyjohn, Wood & White, Inc. 0.44% No change 4 $3.0M
Canvas Wealth Advisors, LLC 0.42% No change 4 $3.0M
CFO4Life Group, LLC 0.40% No change 4 $3.0M
Heritage Investment Group, Inc. 0.40% No change 4 $3.0M
Hendershot Investments Inc. 0.39% No change 4 $3.0M
Topsail Wealth Management, LLC 0.38% No change 4 $3.0M
Canal Capital Management, LLC 0.37% No change 4 $3.0M
Curated Wealth Partners LLC 0.35% No change 4 $3.0M
Baxter Bros Inc. 0.35% No change 4 $3.0M
TFC Financial Management, Inc. 0.33% Reduce -20.0% 4 $3.0M
Wallace Capital Management Inc. 0.33% Reduce -71.4% 4 $3.0M
Marietta Wealth Management, LLC 0.31% No change 4 $3.0M
Occidental Asset Management, LLC 0.30% No change 4 $3.0M
Naviter Wealth, LLC 0.27% New 4 $3.0M
Coastline Trust Co 0.27% No change 4 $3.0M
MV Capital Management, Inc. 0.27% No change 4 $3.0M
Heritage Trust Co 0.26% No change 6 $3.0M
MASTERINVEST Kapitalanlage GmbH 0.26% No change 4 $3.0M
American National Bank & Trust 0.26% No change 4 $3.0M
Nadler Financial Group, Inc. 0.25% No change 4 $3.0M
Clark Asset Management, LLC 0.24% No change 4 $3.0M
Callahan Advisors, LLC 0.23% No change 4 $3.0M
Kwmg, LLC 0.22% No change 4 $3.0M
Summit Financial Strategies, Inc. 0.21% No change 4 $3.0M
One Day In July LLC 0.21% No change 4 $3.0M
Schaper Benz & Wise Investment Counsel Inc. 0.20% No change 4 $3.0M
Coastal Bridge Advisors, LLC 0.19% Reduce -20.0% 4 $3.0M
Shufro Rose & Co. LLC 0.17% No change 4 $3.0M
Indivisible Partners 0.17% No change 4 $3.0M
Johnson Financial Group, LLC 0.16% No change 4 $3.0M
FAS Wealth Partners, Inc. 0.16% No change 4 $3.0M
Palisade Capital Management, LP 0.14% No change 4 $3.0M
Cyndeo Wealth Partners, LLC 0.14% No change 4 $3.0M
Joel Isaacson & Co., LLC 0.09% No change 4 $3.0M
Becker Capital Management Inc. 0.08% No change 4 $3.0M
Avior Wealth Management, LLC 0.08% No change 4 $3.0M
Wesbanco Bank Inc. 0.07% No change 4 $3.0M
Snowden Capital Advisors LLC 0.07% No change 4 $3.0M
CreativeOne Wealth, LLC 0.06% No change 4 $3.0M
HUB Investment Partners, LLC 0.06% Reduce -20.0% 4 $3.0M
Empirical Financial Services, LLC d.b.a. Empirical Wealth Management 0.04% No change 4 $3.0M
Harbour Investments, Inc. 0.04% No change 4 $3.0M
Ballentine Partners, LLC 0.04% Reduce -20.0% 4 $3.0M
Kestra Private Wealth Services, LLC 0.03% No change 4 $3.0M
Pinnacle Associates Ltd. 0.03% No change 4 $3.0M
Advisors Capital Management, LLC 0.03% No change 4 $3.0M
Foundations Investment Advisors, LLC 0.03% Reduce -20.0% 4 $3.0M
Gateway Investment Advisers LLC 0.03% New 4 $3.0M
Loring Wolcott & Coolidge Fiduciary Advisors LLP 0.03% No change 4 $3.0M
Focus Partners Advisor Solutions, LLC 0.03% Reduce -20.0% 4 $3.0M
Arax Advisory Partners 0.02% Add +33.3% 4 $3.0M
Huntington National Bank 0.02% No change 4 $3.0M
O'shaughnessy Asset Management, LLC 0.01% No change 4 $3.0M
Flossbach Von Storch SE 0.01% No change 4 $3.0M
Aristotle Capital Management, LLC 0.01% No change 4 $3.0M
Dodge & Cox 0.00% No change 4 $3.0M
University of Maryland Foundation, Inc. 5.34% No change 4 $3.0M
Santa Monica Partners LP 1.62% No change 4 $3.0M
Steginsky Capital LLC 0.45% Add +300.0% 4 $3.0M
Reynders McVeigh Capital Management, LLC 0.13% No change 4 $3.0M
Core Capital Management & Research, inc. 1.56% — 4 $3.0M
BNP Paribas 0.08% Reduce -20.0% 4 $3.0M
NorthCrest Asset Manangement, LLC 0.08% No change 4 $3.0M
Financial Management Network Inc. 0.42% No change 4 $2.9M
Asset One Wealth Management LLC 0.31% No change 4 $2.9M
DekaBank Deutsche Girozentrale 0.00% No change 4 $2.8M
Lester Murray Antman dba SimplyRich 0.57% Add +327900.0% 6,560 $2.4M
TD Waterhouse Canada Inc. 0.01% Reduce -25.0% 3 $2.2M
Trust Co of Kansas 1.15% No change 3 $2.2M
Asset Allocation & Management Company, LLC 0.74% No change 3 $2.2M
First PREMIER Bank 0.36% No change 3 $2.2M
Sound Portfolio Advisors, LLC 1.59% No change 3 $2.2M
Hoese & Co LLP 1.46% No change 3 $2.2M
Morey & Quinn Wealth Partners, LLC 1.45% No change 3 $2.2M
Rare Wolf Capital LLC 1.44% No change 3 $2.2M
Exchange Bank 1.40% No change 3 $2.2M
Daniel Investment Group, Inc. 1.33% — 3 $2.2M
Holcombe Financial, Inc. 1.27% No change 3 $2.2M
Royal Capital Wealth Management, LLC 1.26% No change 3 $2.2M
Aegis Wealth Management LLC 1.06% No change 3 $2.2M
North Berkeley Wealth Management, LLC 0.91% No change 3 $2.2M
NavPoint Financial, Inc. 0.83% No change 3 $2.2M
LGL Partners, LLC 0.82% No change 3 $2.2M
Silver Lake Advisory, LLC 0.80% No change 3 $2.2M
Maltin Wealth Management, Inc. 0.75% No change 3 $2.2M
Montgomery Investment Management Inc. 0.68% No change 3 $2.2M
BHK Investment Advisors, LLC 0.67% No change 3 $2.2M
East Coast Asset Management, LLC. 0.66% No change 3 $2.2M
Spectrum Asset Management, Inc. (NB/CA) 0.62% No change 3 $2.2M
Wealth Advisors of Iowa, LLC 0.61% No change 3 $2.2M
Kings Path Partners LLC 0.60% No change 3 $2.2M
Focused Alpha, LLC 0.58% No change 3 $2.2M
HFR Wealth Management, LLC 0.55% No change 3 $2.2M
Integral Investment Advisors, Inc. 0.49% No change 3 $2.2M
Carderock Capital Management Inc. 0.49% No change 3 $2.2M
Bank of New Hampshire 0.47% No change 3 $2.2M
Cypress Point Wealth Management, LLC 0.46% No change 3 $2.2M
Beverly Hills Private Wealth, LLC 0.44% No change 3 $2.2M
3Chopt Investment Partners, LLC 0.42% No change 3 $2.2M
Childress Capital Advisors, LLC 0.37% No change 3 $2.2M
Atlas Legacy Advisors, LLC 0.33% No change 3 $2.2M
SageGuard Financial Group, LLC 0.32% No change 3 $2.2M
Fourpath Capital Management, LLC 0.30% No change 3 $2.2M
Live Oak Private Wealth LLC 0.28% No change 3 $2.2M
Philip James Wealth Mangement, LLC 0.26% No change 3 $2.2M
Atlas Capital Advisors Inc. 0.25% No change 3 $2.2M
James J. Burns & Company, LLC 0.24% No change 3 $2.2M
Fort Sheridan Advisors LLC 0.24% No change 3 $2.2M
Middleton & Co. Inc. 0.24% No change 3 $2.2M
Abacus Wealth Partners, LLC 0.24% No change 3 $2.2M
Archford Capital Strategies, LLC 0.23% No change 3 $2.2M
Schneider Downs Wealth Management Advisors, LP 0.21% No change 3 $2.2M
Knollwood Investment Advisory, LLC 0.20% No change 3 $2.2M
Inscription Capital, LLC 0.20% No change 3 $2.2M
Institute for Wealth Management, LLC. 0.20% No change 3 $2.2M
Marks Group Wealth Management, Inc 0.20% No change 3 $2.2M
Webster Bank, N. A. 0.20% No change 3 $2.2M
Delta Asset Management LLC 0.19% No change 3 $2.2M
Folger Nolan Fleming Douglas Capital Management, Inc. 0.18% Reduce -25.0% 3 $2.2M
Edgemoor Investment Advisors, Inc. 0.15% No change 3 $2.2M
Cantor Fitzgerald Investment Advisors L.P. 0.15% No change 3 $2.2M
Kanawha Capital Management LLC 0.15% No change 3 $2.2M
Sage Mountain Advisors LLC 0.14% No change 3 $2.2M
Sfmg, LLC 0.14% No change 3 $2.2M
BTC Capital Management, Inc. 0.14% No change 3 $2.2M
Icon Wealth Advisors, LLC 0.14% No change 3 $2.2M
Boston Common Asset Management, LLC 0.13% No change 3 $2.2M
Howe & Rusling Inc. 0.13% No change 3 $2.2M
Fidelis Capital Partners, LLC 0.13% No change 3 $2.2M
Roundview Capital LLC 0.12% No change 3 $2.2M
Vanguard National Trust Co 0.12% No change 3 $2.2M
First Interstate Bank 0.12% No change 3 $2.2M
BBR Partners, LLC 0.11% No change 3 $2.2M
First Merchants Corp. 0.08% No change 3 $2.2M
Heritage Wealth Advisors 0.08% No change 3 $2.2M
Calamos Wealth Management LLC 0.07% Reduce -25.0% 3 $2.2M
Zhang Financial LLC 0.07% Reduce -62.5% 3 $2.2M
Dynamic Advisor Solutions LLC 0.06% No change 3 $2.2M
Larson Financial Group LLC 0.06% No change 3 $2.2M
Freestone Capital Holdings, LLC 0.06% No change 3 $2.2M
Chicago Capital, LLC 0.05% No change 3 $2.2M
Associated Banc-Corp 0.05% No change 3 $2.2M
NorthCoast Asset Management LLC 0.05% No change 3 $2.2M
Callan Family Office, LLC 0.04% Reduce -40.0% 3 $2.2M
Diversified Trust Co. 0.04% No change 3 $2.2M
Perigon Wealth Management, LLC 0.04% Add +50.0% 3 $2.2M
Modera Wealth Management, LLC 0.02% Reduce -40.0% 3 $2.2M
Edgewood Management LLC 0.02% No change 3 $2.2M
Stratos Wealth Partners, LTD. 0.02% No change 3 $2.2M
Erste Asset Management GmbH 0.02% Add +0.0% 3 $2.2M
Boston Trust Walden Corp 0.02% No change 3 $2.2M
AE Wealth Management LLC 0.01% No change 3 $2.2M
Kayne Anderson Rudnick Investment Management LLC 0.01% No change 3 $2.2M
Chevy Chase Trust Holdings, LLC 0.01% No change 3 $2.2M
Dimensional Fund Advisors LP 0.00% No change 3 $2.2M
Beto Financial Group, LLC 1.16% No change 3 $2.2M
Brooklyn FI, LLC 0.40% No change 3 $2.2M
SkyOak Wealth, LLC 0.26% No change 2 $1.6M
Phillips Wealth Planners LLC 1.12% No change 2 $1.5M
Horst & Graben Wealth Management LLC 0.20% No change 2 $1.5M
Ulland Investment Advisors, LLC 1.11% Reduce -50.0% 2 $1.5M
Mosaic Financial Group, LLC 0.96% No change 2 $1.5M
Stonekeep Investments, LLC 0.87% No change 2 $1.5M
Beaton Management Co. Inc. 0.61% Reduce -66.7% 2 $1.5M
Am Investment Strategies LLC 0.29% No change 2 $1.5M
Lathrop Investment Management Co. 0.27% No change 2 $1.5M
Sentinel Trust Co. Lba 0.13% No change 2 $1.5M
Neville Rodie & Shaw Inc. 0.10% No change 2 $1.5M
Park Avenue Securities LLC 0.01% No change 2 $1.5M
Thrivent Financial for Lutherans 0.00% Reduce -33.3% 2 $1.5M
Wiser Advisor Group LLC 1.64% No change 2 $1.5M
Succession Financial, Inc. 1.45% — 2 $1.5M
WealthSpring Partners, LLC 1.29% No change 2 $1.5M
Signet Private Wealth LLC 1.19% No change 2 $1.5M
Davis Wealth Advisors, LLC 1.16% No change 2 $1.5M
Alpha Advisors, LLC 1.13% No change 2 $1.5M
Aldebaran Capital, LLC 1.13% No change 2 $1.5M
Hingham Institution for Savings 1.12% No change 2 $1.5M
Rhodes Investment Advisors Inc. 1.10% No change 2 $1.5M
Bantamac Capital, LLC 1.06% No change 2 $1.5M
Guardsman Private Capital Management, Inc. 1.05% No change 2 $1.5M
NorthLanding Financial Partners, LLC 1.04% No change 2 $1.5M
Snowwater Investment Partners, LLC 1.04% No change 2 $1.5M
Blodgett Wealth Advisors, LLC 1.00% No change 2 $1.5M
Rexford Capital Inc. 0.92% No change 2 $1.5M
Clayton Financial Group LLC 0.83% No change 2 $1.5M
Meixler Investment Management, Ltd. 0.83% No change 2 $1.5M
Crew Capital Management, Ltd 0.82% No change 2 $1.5M
Northern Lights Advisors, Inc. 0.81% No change 2 $1.5M
Farrow Financial, Inc. 0.80% No change 2 $1.5M
Orleans Capital Management Corp. 0.77% No change 2 $1.5M
Financial Alternatives, Inc 0.74% No change 2 $1.5M
Stephenson & Company, Inc. 0.70% No change 2 $1.5M
Wealth Intelligence, LLC 0.70% No change 2 $1.5M
Carolina Wealth Management Inc 0.69% — 2 $1.5M
Wimmer Associates 1, LLC 0.68% No change 2 $1.5M
Brooks, Moore & Associates, Inc. 0.67% No change 2 $1.5M
Colter Lewis Investment Partners LLC 0.67% No change 2 $1.5M
TFB Advisors LLC 0.66% No change 2 $1.5M
Epiq Partners, LLC 0.65% No change 2 $1.5M
Accent Capital Management, LLC 0.65% No change 2 $1.5M
Sterneck Capital Management, LLC 0.64% No change 2 $1.5M
Intrepid Capital Management Inc. 0.63% No change 2 $1.5M
Financial Avengers, Inc. 0.62% No change 2 $1.5M
HRC Wealth Management, LLC 0.61% No change 2 $1.5M
Forte Asset Management LLC 0.61% No change 2 $1.5M
Independent Family Office, LLC 0.60% No change 2 $1.5M
Game Plan Financial Advisors, LLC 0.60% No change 2 $1.5M
Diesslin Group, Inc. 0.58% Reduce -33.3% 2 $1.5M
Twin Lakes Capital Management, LLC 0.57% No change 2 $1.5M
Melone Private Wealth, LLC 0.57% No change 2 $1.5M
Long Road Investment Counsel, LLC 0.55% No change 2 $1.5M
RBA Wealth Management, LLC 0.55% No change 2 $1.5M
Thomas Story & Son LLC 0.53% No change 2 $1.5M
Seneca House Advisors 0.53% No change 2 $1.5M
Sellwood Investment Partners LLC 0.53% No change 2 $1.5M
44 Wealth Management LLC 0.50% No change 2 $1.5M
Landmark Wealth Management, Inc. 0.50% No change 2 $1.5M
Sonata Capital Group Inc. 0.48% No change 2 $1.5M
Mma Asset Management LLC 0.48% No change 2 $1.5M
Boothe Investment Group, Inc. 0.47% No change 2 $1.5M
Jackson, Grant Investment Advisers, Inc. 0.47% No change 2 $1.5M
Sharper & Granite LLC 0.46% No change 2 $1.5M
Wealth Quarterback LLC 0.46% No change 2 $1.5M
NWK Group, Inc. 0.46% No change 2 $1.5M
Wilkerson Advisory Group LLC 0.46% No change 2 $1.5M
New Perspectives, Inc 0.46% No change 2 $1.5M
Robinswood Financial LLC 0.43% No change 2 $1.5M
StrongBox Wealth, LLC 0.43% No change 2 $1.5M
Bryant Woods Investment Advisors, LLC 0.42% No change 2 $1.5M
Baker Boyer National Bank 0.41% No change 2 $1.5M
Regimen Wealth, LLC 0.40% No change 2 $1.5M
Omnia Family Wealth, LLC 0.40% No change 2 $1.5M
Family Legacy, Inc. 0.40% No change 2 $1.5M
SRH Advisors, LLC 0.38% No change 2 $1.5M
Independent Wealth Network Inc. 0.38% No change 2 $1.5M
Snider Financial Group 0.38% No change 2 $1.5M
Crown Wealth Group, LLC 0.38% No change 2 $1.5M
Liberty Square Wealth Partners LLC 0.36% No change 2 $1.5M
Creative Capital Management Investments LLC 0.35% No change 2 $1.5M
Carr Financial Group Corp 0.34% No change 2 $1.5M
Venator Management LLC 0.34% No change 2 $1.5M
Vance Wealth, LLC 0.34% No change 2 $1.5M
Pacific Center for Financial Services 0.33% No change 2 $1.5M
Seven Springs Wealth Group, LLC 0.33% No change 2 $1.5M
Westmount Partners, LLC 0.33% No change 2 $1.5M
SMART Wealth LLC 0.32% No change 2 $1.5M
Meridian Investment Counsel Inc. 0.32% Reduce -50.0% 2 $1.5M
Bill Few Associates, Inc. 0.32% No change 2 $1.5M
Hurlow Wealth Management Group, Inc. 0.31% No change 2 $1.5M
Monument Capital Management 0.30% No change 2 $1.5M
WealthBridge Capital Management, LLC 0.30% No change 2 $1.5M
Triangle Securities Wealth Management 0.30% No change 2 $1.5M
Roof Eidam Maycock Peralta, LLC 0.29% No change 2 $1.5M
Cove Private Wealth, LLC 0.29% No change 2 $1.5M
WealthPLAN Partners, LLC 0.29% No change 2 $1.5M
Schwarz Dygos Wheeler Investment Advisors LLC 0.29% No change 2 $1.5M
Pinion Investment Advisors, LLC 0.28% No change 2 $1.5M
Auxano Advisors, LLC 0.28% No change 2 $1.5M
Interchange Capital Partners, LLC 0.28% No change 2 $1.5M
Regent Peak Wealth Advisors LLC 0.28% No change 2 $1.5M
Okabena Investment Services Inc. 0.27% Reduce -60.0% 2 $1.5M
Tradewinds Capital Management, LLC 0.27% No change 2 $1.5M
MSH Capital Advisors LLC 0.26% New 2 $1.5M
Sage Rhino Capital LLC 0.25% No change 2 $1.5M
Key Financial Inc 0.25% No change 2 $1.5M
Halter Ferguson Financial Inc. 0.24% No change 2 $1.5M
LMG Wealth Partners, LLC 0.24% New 2 $1.5M
Mountain Pacific Investment Advisers LLC 0.24% No change 2 $1.5M
Milestone Asset Management, LLC 0.24% Add +100.0% 2 $1.5M
Kiley Juergens Wealth Management, LLC 0.24% No change 2 $1.5M
Scott Capital Advisors, LLC 0.23% No change 2 $1.5M
Harfst & Associates, Inc. 0.23% No change 2 $1.5M
Ritter Daniher Financial Advisory LLC / DE 0.23% No change 2 $1.5M
Cadinha & Co. LLC 0.22% No change 2 $1.5M
Peak Asset Management, LLC 0.22% No change 2 $1.5M
Asset Management Group, Inc. 0.22% No change 2 $1.5M
Wealth Alliance Advisory Group, LLC 0.22% No change 2 $1.5M
IPG Investment Advisors LLC 0.22% No change 2 $1.5M
Fiducient Advisors LLC 0.21% No change 2 $1.5M
Ignite Planners, LLC 0.21% No change 2 $1.5M
Cohen Capital Management, Inc. 0.20% No change 2 $1.5M
Northwest Wealth Management, LLC 0.20% No change 2 $1.5M
Ironwood Investment Counsel, LLC 0.20% No change 2 $1.5M
Kelman-Lazarov, Inc. 0.20% No change 2 $1.5M
Clearstead Trust, LLC 0.20% No change 2 $1.5M
Human Investing LLC 0.19% No change 2 $1.5M
Allied Investment Advisors, LLC 0.19% No change 2 $1.5M
Schwerin Boyle Capital Management Inc. 0.18% No change 2 $1.5M
Capital Advantage, Inc. 0.18% No change 2 $1.5M
Parker Investment Management, LLC 0.18% No change 2 $1.5M
Sargent Investment Group, LLC 0.18% No change 2 $1.5M
First Pacific Financial 0.18% No change 2 $1.5M
Evolution Wealth Advisors, LLC 0.18% No change 2 $1.5M
CRA Financial Services, LLC 0.17% No change 2 $1.5M
Premier Path Wealth Partners, LLC 0.17% No change 2 $1.5M
Fortis Capital Advisors, LLC 0.17% No change 2 $1.5M
Valley National Advisers Inc. 0.17% No change 2 $1.5M
Alaska Wealth Advisors, LLC 0.16% No change 2 $1.5M
Sheets Smith Wealth Management 0.15% No change 2 $1.5M
Harbour Trust & Investment Management Co 0.14% No change 2 $1.5M
True North Advisors, LLC 0.14% No change 2 $1.5M
Portland Global Advisors LLC 0.14% No change 2 $1.5M
Financial Plan, Inc. 0.14% No change 2 $1.5M
NWF Advisory Services Inc. 0.14% No change 2 $1.5M
Steel Grove Capital Advisors, LLC 0.14% No change 2 $1.5M
KMG Fiduciary Partners, LLC 0.14% No change 2 $1.5M
CVA Family Office, LLC 0.14% No change 2 $1.5M
LVW Advisors, LLC 0.13% No change 2 $1.5M
Octavia Wealth Advisors, LLC 0.13% No change 2 $1.5M
Canandaigua National Bank & Trust Co. 0.13% — 2 $1.5M
Biglari Capital Corp. 0.13% No change 2 $1.5M
Trust Co. of Toledo NA 0.12% No change 2 $1.5M
CapWealth Advisors, LLC 0.12% No change 2 $1.5M
Wealth Architects, LLC 0.12% No change 2 $1.5M
Fiduciary Group, LLC 0.12% No change 2 $1.5M
FourThought Financial Partners, LLC 0.12% No change 2 $1.5M
TCV Trust & Wealth Management, Inc. 0.11% No change 2 $1.5M
JNBA Financial Advisors 0.11% Reduce -33.3% 2 $1.5M
Condor Capital Management 0.11% No change 2 $1.5M
Harbor Investment Advisory, LLC 0.10% No change 2 $1.5M
Penobscot Investment Management Company, Inc. 0.10% No change 2 $1.5M
ProVise Management Group, LLC 0.10% No change 2 $1.5M
Rockwood Wealth Management, LLC 0.09% No change 2 $1.5M
SVB Wealth LLC 0.09% No change 2 $1.5M
IMA Advisory Services, Inc. 0.09% No change 2 $1.5M
Sound View Wealth Advisors Group, LLC 0.09% No change 2 $1.5M
Capital Investment Advisory Services, LLC 0.09% No change 2 $1.5M
Tiaa Trust, National Association 0.09% No change 2 $1.5M
Lee Danner & Bass Inc. 0.09% No change 2 $1.5M
Cardinal Point Capital Management ULC 0.08% No change 2 $1.5M
Stratos Wealth Advisors, LLC 0.08% Reduce -33.3% 2 $1.5M
Thomasville National Bank 0.08% — 2 $1.5M
Texas Capital Bank Wealth Management Services Inc 0.08% No change 2 $1.5M
Kathmere Capital Management, LLC 0.08% No change 2 $1.5M
Nwam LLC 0.07% Add +100.0% 2 $1.5M
Waters Parkerson & Co., LLC 0.07% Add +100.0% 2 $1.5M
UNIVEST FINANCIAL Corp 0.07% No change 2 $1.5M
Evanson Financial, LLC 0.07% — 2 $1.5M
First Western Trust Bank 0.07% No change 2 $1.5M
Traynor Capital Management, Inc. 0.07% No change 2 $1.5M
Linscomb Wealth, Inc. 0.06% No change 2 $1.5M
TCI Wealth Advisors, Inc. 0.06% No change 2 $1.5M
Pine Valley Investments Ltd Liability Co 0.06% No change 2 $1.5M
SouthState Bank Corp 0.06% No change 2 $1.5M
Ausdal Financial Partners, Inc. 0.06% No change 2 $1.5M
Chesley Taft & Associates LLC 0.06% Reduce -33.3% 2 $1.5M
Purpose Unlimited Inc. 0.06% New 2 $1.5M
Rothschild Investment LLC 0.06% No change 2 $1.5M
GHP Investment Advisors, Inc. 0.06% No change 2 $1.5M
HighPoint Advisor Group LLC 0.05% No change 2 $1.5M
Waldron Private Wealth LLC 0.05% No change 2 $1.5M
Sowell Financial Services LLC 0.05% No change 2 $1.5M
Belpointe Asset Management LLC 0.05% No change 2 $1.5M
Quadrant Capital Group LLC 0.04% No change 2 $1.5M
Burney Co./ 0.04% No change 2 $1.5M
SteelPeak Wealth, LLC 0.04% No change 2 $1.5M
Avantax Planning Partners, Inc. 0.04% No change 2 $1.5M
Florida Trust Wealth Management Co 0.04% No change 2 $1.5M
Aspiriant, LLC 0.04% Reduce -60.0% 2 $1.5M
Destination Wealth Management 0.04% No change 2 $1.5M
GRIMES & Co WEALTH MANAGEMENT, LLC 0.03% No change 2 $1.5M
AlphaCore Capital LLC 0.03% No change 2 $1.5M
CENTRAL TRUST Co 0.03% No change 2 $1.5M
IFP Advisors, Inc 0.03% No change 2 $1.5M
Hancock Whitney Corp. 0.03% No change 2 $1.5M
Forvis Mazars Wealth Advisors, LLC 0.03% No change 2 $1.5M
Sagespring Wealth Partners, LLC 0.02% Reduce -50.0% 2 $1.5M
Forum Financial Management, LP 0.02% No change 2 $1.5M
Flputnam Investment Management Co. 0.02% No change 2 $1.5M
Prime Capital Investment Advisors, LLC 0.01% New 2 $1.5M
Meitav Investment House Ltd. 0.01% No change 2 $1.5M
TIAA Wealth Investment Management LLC 0.01% No change 2 $1.5M
Equitable Holdings, Inc. 0.01% Reduce -33.3% 2 $1.5M
Balyasny Asset Management L.P. 0.00% New 2 $1.5M
Prudential Financial Inc. 0.00% No change 2 $1.5M
Fisher Asset Management 0.00% Reduce -33.3% 2 $1.5M
Ogorek Anthony Joseph /NY/ 0.37% No change 2 $1.5M
Plancorp, LLC 0.04% No change 2 $1.5M
Russell Investments Group, Ltd. 0.00% No change 2 $1.5M
Waterfront Wealth Inc. 0.23% No change 2 $1.5M
Chicago Partners Investment Group LLC 0.03% No change 2 $1.5M
St. Louis Trust Co 0.15% No change 5 $1.3M
SHEPHERD WEALTH MANAGEMENT Ltd LIABILITY Co 0.70% New 2,516 $1.3M
Net Worth Advisory Group 0.21% No change 1 $844K
McLean Asset Management Corp 0.10% No change 1 $767K
Sonoma Allocations LLC 0.23% No change 1 $754K
One Degree Advisors Inc 0.17% New 1 $751K
Lesa Sroufe & Co 0.53% No change 1 $749K
Pin Oak Investment Advisors Inc. 0.53% No change 1 $749K
Shikiar Asset Management Inc. 0.21% No change 1 $749K
Physicians Financial Services, Inc. 0.19% No change 1 $749K
Wealth Group, Ltd. 0.19% New 1 $749K
Herold Advisors, Inc. 0.15% No change 1 $749K
Annandale Capital, LLC 0.11% New 1 $749K
Wendell David Associates Inc. 0.08% No change 1 $749K
Capital Advisors, Ltd. LLC 0.08% No change 1 $749K
LVM Capital Management Ltd. 0.06% No change 1 $749K
Gsa Capital Partners LLP 0.05% No change 1 $749K
Appleton Partners Inc. 0.05% No change 1 $749K
Heritage Investors Management Corp. 0.02% No change 1 $749K
Analyst IMS Investment Management Services Ltd. 0.02% No change 1 $749K
Vaughan David Investments LLC 0.01% No change 1 $749K
Federation des caisses Desjardins du Quebec 0.00% No change 1 $749K
Portland Financial Advisors Inc 1.37% No change 1 $749K
T3 Companies, LLC 0.87% New 1 $749K
Wedgewood Investors Inc. 0.77% No change 1 $749K
Van Diest Capital, LLC 0.67% No change 1 $749K
Objective Capital Management, LLC 0.66% No change 1 $749K
CDM Financial Counseling Services, Inc. 0.65% No change 1 $749K
TrustWell Financial Advisors, LLC 0.64% No change 1 $749K
Cypress Capital Management LLC (WY) 0.63% No change 1 $749K
Payne Capital LLC 0.62% No change 1 $749K
Infinity Wealth Counsel, LLC 0.61% No change 1 $749K
Iat Reinsurance Co. LTD. 0.60% No change 1 $749K
Farley Capital L.P. 0.59% No change 1 $749K
North Capital, Inc. 0.57% No change 1 $749K
Eagle Bay Advisors LLC 0.56% No change 1 $749K
Barnett & Company, Inc. 0.55% No change 1 $749K
ArborFi Advisors, LLC 0.54% No change 1 $749K
Cushing Capital Partners, LLC 0.52% No change 1 $749K
Collier Financial 0.51% No change 1 $749K
Intrinsic Value Partners, LLC 0.51% No change 1 $749K
Perissos Private Wealth Management, LLC 0.51% No change 1 $749K
Nitor Capital Management LLC 0.51% No change 1 $749K
Pine Haven Investment Counsel, Inc 0.50% No change 1 $749K
Seven Mile Advisory 0.50% No change 1 $749K
Phillip James Consulting Co. 0.50% No change 1 $749K
ATX Financial Planning, LLC 0.50% No change 1 $749K
Allstreet Capital Advisors LLC 0.49% No change 1 $749K
Swisher Financial Concepts, Inc. 0.47% No change 1 $749K
Cornerstone Financial Group, LLC 0.46% No change 1 $749K
Terra Nova Asset Management LLC 0.46% No change 1 $749K
Laraway Financial Advisors Inc 0.45% No change 1 $749K
Orca Wealth Management, LLC 0.45% No change 1 $749K
Investidor Profissional Gestao de Recursos Ltda. 0.45% No change 1 $749K
American Alpha Advisors, LLC 0.44% Reduce -50.0% 1 $749K
Cathy Pareto & Associates, Inc. 0.44% No change 1 $749K
American Institute for Advanced Investment Management, LLP 0.43% No change 1 $749K
SwitchPoint Financial Planning, LLC 0.43% No change 1 $749K
Triton Financial Group Inc 0.43% New 1 $749K
J. M. Brown & Associates Inc. 0.43% — 1 $749K
Rainier Family Wealth Inc. 0.43% No change 1 $749K
Wealthgarden F.S. LLC 0.42% No change 1 $749K
Cross Staff Investments Inc 0.42% No change 1 $749K
Magnolia Private Wealth, LLC 0.41% No change 1 $749K
Cascade Investment Advisors, Inc. 0.41% No change 1 $749K
BCO Wealth Management LLC 0.41% No change 1 $749K
Financial Planning Hawaii, Inc. 0.40% No change 1 $749K
Councilmark Asset Management, LLC 0.40% No change 1 $749K
Hara Capital LLC 0.40% No change 1 $749K
Presper Financial Architects, LLC 0.39% No change 1 $749K
Harbour Investment Management LLC 0.39% No change 1 $749K
Momentous Wealth Management, Inc. 0.38% No change 1 $749K
CoreFirst Bank & Trust 0.37% No change 1 $749K
Pinney & Scofield, Inc. 0.37% No change 1 $749K
Lexington Hill Partners, LLC 0.36% No change 1 $749K
Corsicana & Co. 0.36% No change 1 $749K
Harrington Investments, INC 0.36% No change 1 $749K
Shearwater Capital LLC 0.36% No change 1 $749K
Tilia Fiduciary Partners, Inc. 0.35% No change 1 $749K
Fortis Advisors, LLC 0.35% No change 1 $749K
Pinnacle Wealth Management Group, Inc. 0.35% No change 1 $749K
Capital Wealth Alliance, LLC 0.35% No change 1 $749K
Pullen Investment Management, LLC 0.35% No change 1 $749K
Ballast Rock Private Wealth LLC 0.35% No change 1 $749K
Hyperion Capital Advisors LP 0.34% No change 1 $749K
Chronos Wealth Management, LLC 0.33% No change 1 $749K
Ridgepath Capital Management LLC 0.33% No change 1 $749K
Matrix Private Capital Group LLC 0.33% No change 1 $749K
MN Wealth Advisors, LLC 0.32% No change 1 $749K
Latko Wealth Management, Ltd. 0.32% No change 1 $749K
Tandem Capital Management Corp. 0.31% No change 1 $749K
Clarity Capital Advisors, LLC 0.31% No change 1 $749K
Kapstone Financial Advisors LLC 0.31% No change 1 $749K
Visionary Horizons, LLC 0.31% No change 1 $749K
Midwest Financial Partners Investments, Inc. 0.31% No change 1 $749K
Sterling Group Wealth Management, LLC 0.31% No change 1 $749K
Pavion Blue Capital, LLC 0.30% No change 1 $749K
Regency Capital Management Inc.\DE 0.30% No change 1 $749K
Cherry Creek Investment Advisors, Inc. 0.29% No change 1 $749K
Sprinkle Financial Consultants LLC 0.29% No change 1 $749K
Meritas Wealth Management, LLC 0.29% No change 1 $749K
5th Street Advisors, LLC 0.29% No change 1 $749K
Financial Futures Ltd Liability Co. 0.29% No change 1 $749K
BlueChip Wealth Advisors LLC 0.28% No change 1 $749K
Caldwell Sutter Capital, Inc. 0.28% No change 1 $749K
FF Advisors,LLC 0.28% No change 1 $749K
Integrity Wealth Solutions LLC 0.28% No change 1 $749K
AAF Wealth Management, LLC 0.28% No change 1 $749K
Bernard Wealth Management Corp. 0.28% Reduce -50.0% 1 $749K
Platform Wealth Management, LLC 0.27% — 1 $749K
Greykasell Wealth Strategies, Inc. 0.27% No change 1 $749K
WealthCollab, LLC 0.27% No change 1 $749K
Kilter Group LLC 0.27% No change 1 $749K
Hanover Advisors Inc. 0.27% No change 1 $749K
Cresta Advisors, Ltd. 0.27% New 1 $749K
Legal Advantage Investments, Inc. 0.26% No change 1 $749K
Murphy Pohlad Asset Management LLC 0.26% No change 1 $749K
McCarter Private Wealth Services LLC 0.26% No change 1 $749K
Maloon Powers Pitre Higgins & Dennehy, LLC 0.26% — 1 $749K
Wealthedge Investment Advisors, LLC 0.25% No change 1 $749K
Woodward Financial Advisors, Inc. 0.25% — 1 $749K
Armstrong, Fleming & Moore, Inc 0.25% No change 1 $749K
First Dallas Securities Inc. 0.25% No change 1 $749K
Garner Asset Management Corp 0.24% No change 1 $749K
Plum Street Advisors, LLC 0.24% No change 1 $749K
Lountzis Asset Management, LLC 0.24% No change 1 $749K
Powell Investment Advisors, LLC 0.24% No change 1 $749K
Arcadia Wealth Management, LLC 0.24% No change 1 $749K
Glass Jacobson Investment Advisors llc 0.23% No change 1 $749K
Hall Capital Management Co. Inc. 0.23% No change 1 $749K
Miramontes Capital, LLC 0.23% No change 1 $749K
Kercheville Advisors, LLC 0.23% No change 1 $749K
Silver Coast Investments LLC 0.22% No change 1 $749K
Heritage Oak Wealth Advisors LLC 0.22% No change 1 $749K
Jeppson Wealth Management, LLC 0.22% No change 1 $749K
River Street Advisors LLC 0.22% No change 1 $749K
Quaker Wealth Management, LLC 0.22% No change 1 $749K
Brady Family Wealth, LLC 0.22% No change 1 $749K
Arrowroot Family Office, LLC 0.21% No change 1 $749K
Pegasus Asset Management, Inc. 0.21% No change 1 $749K
Gerald Baker Financial Group LLC 0.21% No change 1 $749K
jvl associates llc 0.21% No change 1 $749K
Midwest Heritage Bank, FSB 0.21% No change 1 $749K
Autumn Glory Partners, LLC 0.21% No change 1 $749K
Core Wealth Management, Inc. 0.21% No change 1 $749K
Freedom Investment Management, Inc. 0.21% No change 1 $749K
Gen-Wealth Partners Inc 0.21% No change 1 $749K
GFG Capital, LLC 0.21% No change 1 $749K
Tilson Financial Group, Inc. 0.21% No change 1 $749K
Quaker Capital Investments, LLC 0.20% New 1 $749K
Impact Capital Partners LLC 0.20% No change 1 $749K
Congress Park Capital LLC 0.20% No change 1 $749K
Atlas Brown,Inc. 0.20% No change 1 $749K
Private Client Services, LLC 0.20% No change 1 $749K
Windsor Capital Management, LLC 0.19% No change 1 $749K
Narus Financial Partners, LLC 0.19% No change 1 $749K
LongView Wealth Management 0.19% No change 1 $749K
BridgePort Financial Solutions, LLC 0.19% No change 1 $749K
TriaGen Wealth Management LLC 0.19% No change 1 $749K
Xcel Wealth Management, LLC 0.18% No change 1 $749K
Measured Wealth Private Client Group, LLC 0.18% No change 1 $749K
Colton Groome Financial Advisors, LLC 0.18% No change 1 $749K
Centurion Wealth Management LLC 0.18% No change 1 $749K
Sterling Investment Counsel, LLC 0.18% No change 1 $749K
Monarch Capital Management Inc. 0.17% No change 1 $749K
Westend Capital Management, LLC 0.17% No change 1 $749K
Alpine Woods Capital Investors, LLC 0.17% No change 1 $749K
Flagstone Financial Management 0.17% No change 1 $749K
Brand Asset Management Group, Inc. 0.17% New 1 $749K
Aspen Capital Management, LLC 0.17% No change 1 $749K
GSG Advisors LLC 0.16% No change 1 $749K
Cordatus Wealth Management LLC 0.16% No change 1 $749K
RDA Financial Network 0.16% No change 1 $749K
G2 Capital Management, LLC / Oh 0.16% Reduce -66.7% 1 $749K
United American Securities Inc. (d/b/a UAS Asset Management) 0.16% No change 1 $749K
Steamboat Capital Partners, LLC 0.16% No change 1 $749K
Diversified Management Inc. 0.16% No change 1 $749K
D.B. Root & Company, LLC 0.16% No change 1 $749K
Logan Stone Capital, LLC 0.16% New 1 $749K
American Investment Services, Inc. 0.16% No change 1 $749K
Paragon Advisors, LLC 0.16% No change 1 $749K
Barry Investment Advisors, LLC 0.16% No change 1 $749K
NovaPoint Capital, LLC 0.16% New 1 $749K
Lorne Steinberg Wealth Management Inc. 0.15% No change 1 $749K
Parisi Gray Wealth Management 0.15% No change 1 $749K
Timber Creek Capital Management LLC 0.15% No change 1 $749K
Integris Wealth Management, LLC 0.15% No change 1 $749K
Nvwm, LLC 0.15% No change 1 $749K
Plimoth Trust Co. LLC 0.15% No change 1 $749K
Founders Grove Wealth Partners, LLC 0.15% No change 1 $749K
Abound Wealth Management 0.15% No change 1 $749K
Integrated Investment Consultants, LLC 0.15% No change 1 $749K
49 Wealth Management, LLC 0.14% New 1 $749K
Alongside, LLC 0.14% — 1 $749K
Ballast, Inc. 0.14% No change 1 $749K
Cranbrook Wealth Management, LLC 0.14% No change 1 $749K
Headinvest, LLC 0.14% No change 1 $749K
Keystone Wealth Services, LLC 0.14% No change 1 $749K
Lafayette Investments, Inc. 0.14% No change 1 $749K
Madrona Financial Services, LLC 0.14% No change 1 $749K
Rossby Financial, LCC 0.14% No change 1 $749K
Clare Market Investments LLC 0.14% No change 1 $749K
Noble Family Wealth, LLC 0.13% No change 1 $749K
Sachem Hill LLC 0.13% No change 1 $749K
Whalerock Point Partners, LLC 0.13% No change 1 $749K
COFG Advisors, LLC 0.13% New 1 $749K
ABLE Financial Group, LLC 0.13% No change 1 $749K
Perkins Coie Trust Co 0.12% No change 1 $749K
FLC Capital Advisors 0.12% No change 1 $749K
Element Pointe Advisors, LLC 0.12% Reduce -50.0% 1 $749K
Chemistry Wealth Management LLC 0.12% No change 1 $749K
Amarillo National Bank 0.12% No change 1 $749K
Martel Wealth Advisors LLC 0.12% No change 1 $749K
Three Arch Wealth Management LLC 0.11% No change 1 $749K
West Financial Advisors, LLC 0.11% No change 1 $749K
Citizens Business Bank 0.11% No change 1 $749K
Founders Capital Management, LLC 0.11% No change 1 $749K
Annis Gardner Whiting Capital Advisors, LLC 0.11% No change 1 $749K
Carrera Capital Advisors 0.11% No change 1 $749K
First Bank & Trust 0.11% No change 1 $749K
Bell Investment Advisors, Inc 0.11% No change 1 $749K
Marshall Financial Group, LLC 0.11% No change 1 $749K
SeaBridge Investment Advisors LLC 0.11% No change 1 $749K
Woodard & Co. Asset Management Group Inc. 0.11% No change 1 $749K
Aspen Grove Capital, LLC 0.11% No change 1 $749K
American Money Management, LLC 0.11% No change 1 $749K
Secure Asset Management, LLC 0.11% No change 1 $749K
Perryman Financial Advisory Inc. 0.10% No change 1 $749K
Acorn Financial Advisory Services Inc. 0.10% No change 1 $749K
SC&H Financial Advisors, Inc. 0.10% No change 1 $749K
Schnieders Capital Management, Llc. 0.10% No change 1 $749K
Biltmore Family Office, LLC 0.10% No change 1 $749K
Lee Financial Co 0.10% No change 1 $749K
Gratus Wealth Advisors, LLC 0.10% No change 1 $749K
Resources Management Corp. /CT/ 0.09% Reduce -50.0% 1 $749K
Harbor Advisors LLC 0.09% No change 1 $749K
XY Planning Network, Inc. 0.09% No change 1 $749K
Eagle Rock Investment Company, LLC 0.09% No change 1 $749K
Werba Rubin Papier Wealth Management 0.09% No change 1 $749K
Meridian Wealth Partners, LLC 0.09% No change 1 $749K
Alley Investment Management Company, LLC 0.09% No change 1 $749K
Ellenbecker Investment Group 0.09% No change 1 $749K
Gilbert & Cook, Inc. 0.09% No change 1 $749K
McMillan Office, Inc. 0.09% No change 1 $749K
Lake Street Private Wealth, LLC 0.09% No change 1 $749K
Concord Wealth Partners 0.09% No change 1 $749K
1834 Investment Advisors Co. 0.08% No change 1 $749K
Arbor Investment Advisors, LLC 0.08% No change 1 $749K
Johnson Bixby & Associates, LLC 0.08% No change 1 $749K
Financial Consulate, Inc. 0.08% No change 1 $749K
Strid Group, LLC 0.08% No change 1 $749K
Greatmark Investment Partners, Inc. 0.08% No change 1 $749K
RTD Financial Advisors, Inc. 0.08% No change 1 $749K
SJS Investment Consulting Inc. 0.08% No change 1 $749K
Oarsman Capital, Inc. 0.08% No change 1 $749K
Night Owl Capital Management, LLC 0.08% No change 1 $749K
Hill Investment Group Partners, LLC 0.08% No change 1 $749K
Twin Focus Capital Partners, LLC 0.08% No change 1 $749K
Stanley-Laman Group, Ltd. 0.08% No change 1 $749K
Financial Partners Group, Inc 0.08% No change 1 $749K
HHM Wealth Advisors, LLC 0.08% No change 1 $749K
Howard Financial Services, LTD. 0.07% No change 1 $749K
Tritonpoint Wealth, LLC 0.07% No change 1 $749K
Quadcap Wealth Management, LLC 0.07% No change 1 $749K
Impact Partnership Wealth, LLC 0.07% No change 1 $749K
Rodgers Brothers Inc. 0.07% No change 1 $749K
Altfest L J & Co. Inc. 0.07% No change 1 $749K
Iron Gate Global Advisors LLC 0.07% No change 1 $749K
Private Wealth Asset Management, LLC 0.07% Reduce -95.2% 1 $749K
Financial Management Professionals, Inc. 0.07% No change 1 $749K
Cypress Capital Group 0.07% No change 1 $749K
Red Door Wealth Management, LLC 0.07% No change 1 $749K
Golden State Wealth Management, LLC 0.07% New 1 $749K
Three Seasons Wealth, LLC 0.07% No change 1 $749K
Tower Bridge Advisors 0.07% No change 1 $749K
Onyx Bridge Wealth Group LLC 0.07% No change 1 $749K
Versant Capital Management, Inc 0.07% No change 1 $749K
Cornerstone Capital, Inc. 0.07% No change 1 $749K
Atom Investors LP 0.07% Reduce -66.7% 1 $749K
Ycg, LLC 0.07% No change 1 $749K
TRUE Private Wealth Advisors 0.06% No change 1 $749K
Tanglewood Wealth Management, Inc. 0.06% No change 1 $749K
Crescent Grove Advisors, LLC 0.06% No change 1 $749K
Arlington Trust Co LLC 0.06% New 1 $749K
Clarkston Capital Partners, LLC 0.06% No change 1 $749K
Wealth Alliance, LLC 0.06% No change 1 $749K
Relyea Zuckerberg Hanson LLC 0.06% No change 1 $749K
Cornerstone Advisory, LLC 0.06% No change 1 $749K
TritonPoint Partners, LLC 0.06% New 1 $749K
Oxbow Advisors, LLC 0.06% No change 1 $749K
Spartan Wealth Advisory Services LLC 0.06% No change 1 $749K
Rockbridge Investment Management, LCC 0.06% No change 1 $749K
Spirepoint Private Client, LLC 0.06% No change 1 $749K
Continuum Advisory, LLC 0.06% No change 1 $749K
a16z Perennial Management, L.P. 0.06% New 1 $749K
Certified Advisory Corp 0.06% No change 1 $749K
Ledyard National Bank 0.06% No change 1 $749K
SP Asset Management LLC 0.06% No change 1 $749K
Forbes J M & Co. LLP 0.06% No change 1 $749K
ARS Wealth Advisors Group, LLC 0.06% No change 1 $749K
Hengehold Capital Management LLC 0.06% No change 1 $749K
Brandywine Oak Private Wealth LLC 0.06% No change 1 $749K
Means Investment Co., Inc. 0.06% No change 1 $749K
Edgar Lomax Co. 0.06% No change 1 $749K
Alta Capital Management LLC/ 0.06% No change 1 $749K
Rwwm, Inc. 0.06% New 1 $749K
Diversified Portfolios, Inc. 0.05% No change 1 $749K
Private Wealth Partners, LLC 0.05% No change 1 $749K
Weatherly Asset Management L. P. 0.05% No change 1 $749K
Van Hulzen Asset Management, LLC 0.05% Reduce -88.9% 1 $749K
Magnus Financial Group LLC 0.05% No change 1 $749K
MBL Wealth, LLC 0.05% No change 1 $749K
Lanark Financial, Inc. 0.05% No change 1 $749K
WBH Advisory Inc. 0.05% No change 1 $749K
Perennial Investment Advisors, LLC 0.05% No change 1 $749K
RVW Wealth, LLC 0.05% No change 1 $749K
Smith, Moore & Co. 0.05% No change 1 $749K
Cozad Asset Management Inc. 0.05% No change 1 $749K
Vicus Capital 0.05% Reduce -50.0% 1 $749K
Beaumont Financial Advisors, LLC 0.05% No change 1 $749K
Checchi Capital Advisers, LLC 0.05% No change 1 $749K
Asset Dedication, LLC 0.05% No change 1 $749K
RMR Wealth Builders 0.05% No change 1 $749K
Lutz Financial Services LLC 0.05% No change 1 $749K
Silver Oak Securities, Incorporated 0.05% No change 1 $749K
Strategic Investment Advisors / MI 0.05% No change 1 $749K
Maple Capital Management, Inc. 0.04% No change 1 $749K
Albion Financial Group 0.04% No change 1 $749K
Simmons Bank 0.04% No change 1 $749K
Legacy Private Trust Co. 0.04% No change 1 $749K
Greenspring Advisors, LLC 0.04% No change 1 $749K
Atwood & Palmer Inc. 0.04% No change 1 $749K
Patten & Patten Inc. 0.04% No change 1 $749K
Fairview Capital Investment Management, LLC 0.04% No change 1 $749K
Verdence Capital Advisors LLC 0.04% No change 1 $749K
McKinley Carter Wealth Services, Inc. 0.04% No change 1 $749K
Founders Financial Securities LLC 0.04% No change 1 $749K
Oxford Financial Group, LTD. LLC 0.04% Reduce -66.7% 1 $749K
PFG Advisors 0.04% No change 1 $749K
Arvest Bank Trust Division 0.04% No change 1 $749K
Rice Hall James & Associates, LLC 0.04% No change 1 $749K
Woodley Farra Manion Portfolio Management Inc. 0.04% No change 1 $749K
Plante Moran Financial Advisors, LLC 0.03% No change 1 $749K
Rehmann Capital Advisory Group 0.03% No change 1 $749K
Garde Capital, Inc. 0.03% No change 1 $749K
Bryn Mawr Trust Advisors, LLC 0.03% Reduce -50.0% 1 $749K
Syon Capital LLC 0.03% No change 1 $749K
Smith Salley Wealth Management 0.03% No change 1 $749K
Cornerstone Wealth Management, LLC 0.03% No change 1 $749K
Csenge Advisory Group 0.03% No change 1 $749K
North Star Asset Management Inc. 0.03% Reduce -50.0% 1 $749K
Rockland Trust Co. 0.03% No change 1 $749K
Flagship Harbor Advisors, LLC 0.03% No change 1 $749K
Trust Co. of Vermont 0.03% — 1 $749K
Beacon Investment Advisory Services, Inc. 0.03% No change 1 $749K
Leavell Investment Management, Inc. 0.03% No change 1 $749K
BLB&B Advisors, LLC 0.03% No change 1 $749K
Stratos Investment Management, LLC 0.03% No change 1 $749K
Welch Group, LLC 0.03% No change 1 $749K
Simplicity Wealth,LLC 0.03% New 1 $749K
Azimuth Capital Investment Management LLC 0.03% No change 1 $749K
Summitry LLC 0.02% No change 1 $749K
ZWJ Investment Counsel Inc. 0.02% No change 1 $749K
Argent Capital Management LLC 0.02% No change 1 $749K
Integrity Alliance, Llc. 0.02% No change 1 $749K
Meridian Wealth Management, LLC 0.02% No change 1 $749K
Pallas Capital Advisors LLC 0.02% No change 1 $749K
Steadfast Capital Management LP 0.02% No change 1 $749K
VestGen Advisors, LLC 0.02% No change 1 $749K
Donaldson Capital Management, LLC 0.02% No change 1 $749K
BIP Wealth, LLC 0.02% New 1 $749K
Level Four Advisory Services, LLC 0.02% No change 1 $749K
TCTC Holdings, LLC 0.02% No change 1 $749K
MassMutual Private Wealth & Trust, FSB 0.02% No change 1 $749K
Performance Wealth Partners, LLC 0.02% No change 1 $749K
Cary Street Partners Financial LLC 0.02% No change 1 $749K
IHT Wealth Management, LLC 0.02% No change 1 $749K
Ashton Thomas Private Wealth, LLC 0.02% No change 1 $749K
Bailard, Inc. 0.02% No change 1 $749K
Ameritas Advisory Services, LLC 0.02% No change 1 $749K
Dakota Wealth Management 0.01% No change 1 $749K
Baker Avenue Asset Management, LP 0.01% No change 1 $749K
Independent Financial Group, LLC 0.01% No change 1 $749K
Davis R M Inc. 0.01% No change 1 $749K
RFG Advisory, LLC 0.01% New 1 $749K
Facet Wealth, Inc. 0.01% No change 1 $749K
Capital Group Private Client Services, Inc. 0.01% No change 1 $749K
Gradient Investments LLC 0.01% No change 1 $749K
Capital Investment Advisors, LLC 0.01% No change 1 $749K
Welch & Forbes LLC 0.01% No change 1 $749K
Horizon Kinetics Asset Management LLC 0.01% No change 1 $749K
Compagnie Lombard Odier SCmA 0.01% New 1 $749K
OneDigital Investment Advisors LLC 0.01% No change 1 $749K
Orion Porfolio Solutions, LLC 0.01% No change 1 $749K
Fort Washington Investment Advisors Inc. 0.00% No change 1 $749K
Los Angeles Capital Management LLC 0.00% No change 1 $749K
Vontobel Holding Ltd. 0.00% No change 1 $749K
Nomura Asset Management Co. Ltd. 0.00% Reduce -50.0% 1 $749K
Mitsubishi UFJ Trust & Banking Corp 0.00% No change 1 $749K
MML Investors Services, LLC 0.00% No change 1 $749K
Assetmark, Inc. 0.00% No change 1 $749K
Baron Capital (BAMCO) 0.00% No change 1 $749K
Lazard Asset Management LLC 0.00% No change 1 $749K
Rhumbline Advisers 0.00% Reduce -92.3% 1 $749K
Envestnet Asset Management Inc. 0.00% No change 1 $749K
Fairfax Financial Holdings 0.03% No change 1 $749K
Ferguson Johnson Wealth Management Inc 0.55% No change 1 $748K
Warburton Capital Management, LLC 0.30% No change 1 $748K
PFC Capital Group, Inc. 0.29% No change 1 $748K
Lazard Freres Gestion S.A.S. 0.01% Reduce -85.7% 1 $748K
BCV Asset Management Inc. 0.02% No change 1 $745K
Union Bancaire Privee, UBP SA 0.01% No change 1 $744K
Schroder Investment Management Group 0.00% No change 1 $744K
Foster Victor Wealth Advisors, LLC 0.04% No change 1 $737K
Austin Wealth Management, LLC 0.16% No change 1 $736K
Shepherd Street Advisors LLC 0.64% No change 1 $733K
Formidable Asset Management, LLC 0.11% No change 1 $718K
Gallagher Capital Advisors, LLC 0.37% No change 1 $653K
Wedbush Securities Inc. 0.01% New 6 $293K
National Bank of Canada 0.00% Reduce -66.7% 2 $15K
LM Advisors LLC 0.03% Reduce -99.9% 9 $7K

"% 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.