BERKSHIRE HATHAWAY
(084670108)
ファンドの報告 BERKSHIRE HATHAWAY 13F提出書類による
| 商号 | 保有株式/元本 | 市場価格 | オプション | 報告期間 | 有効日 |
|---|---|---|---|---|---|
| First Manhattan Co | 14,270 | $4,542,854k | Jun 30, 2019 | Aug 16, 2019 | |
| MOON Capital Management LLC | 5 | $1,591,750k | Jun 30, 2019 | Jul 11, 2019 | |
| Alphasimplex Group LLC | 5 | $1,591,750k | Jun 30, 2019 | Aug 14, 2019 | |
| Gardner Russo & Gardner LLC | 4,002 | $1,274,037k | Jun 30, 2019 | Aug 13, 2019 | |
| Ruane Cunniff & Goldfarb LP | 2,256 | $718,198k | Jun 30, 2019 | Aug 14, 2019 | |
| Lourd Capital LLC | 2,099 | $668,217k | Jun 30, 2019 | Jul 11, 2019 | |
| First Eagle Investment Management LLC | 1,228 | $390,934k | Jun 30, 2019 | Aug 13, 2019 | |
| Value Financial Advisers Inc | 1,063 | $338,406k | Jun 30, 2019 | Aug 13, 2019 | |
| International Value Advisers LLC | 1,063 | $338,406k | Jun 30, 2019 | Aug 13, 2019 | |
| Tweedy Browne Company LLC | 1,027 | $326,946k | Jun 30, 2019 | Aug 5, 2019 | |
| Tower Bridge Advisors Inc | 1 | $318,350k | Jun 30, 2019 | Aug 6, 2019 | |
| Brown Brothers Harriman & Co | 937 | $298,294k | Jun 30, 2019 | Aug 14, 2019 | |
| Baldwin Investment Management LLC | 591 | $188,145k | Jun 30, 2019 | Aug 6, 2019 | |
| Weitz Investment Management Inc | 558 | $177,639k | Jun 30, 2019 | Aug 8, 2019 | |
| Punch CARD Management LP | 373 | $118,745k | Jun 30, 2019 | Aug 14, 2019 | |
| Burgundy Asset Management Ltd | 331 | $105,374k | Jun 30, 2019 | Aug 14, 2019 | |
| Vontobel Asset Management Inc | 286 | $91,050k | Jun 30, 2019 | Aug 14, 2019 | |
| Hartline Investment Corp | 261 | $83,089k | Jun 30, 2019 | Aug 8, 2019 | |
| Boston Private Wealth LLC | 249 | $79,269k | Jun 30, 2019 | Jul 10, 2019 | |
| Gabelli Funds LLC | 236 | $75,131k | Jun 30, 2019 | Aug 2, 2019 | |
| Fenimore Asset Management Inc | 201 | $63,988k | Jun 30, 2019 | Jul 16, 2019 | |
| TDAM USA Inc | 152 | $48,389k | Jun 30, 2019 | Aug 1, 2019 | |
| Renaissance Technologies LLC | 146 | $46,479k | Jun 30, 2019 | Aug 12, 2019 | |
| Douglass Winthrop Advisors LLC | 102 | $32,472k | Jun 30, 2019 | Jul 10, 2019 | |
| Semper Augustus Investments Group LLC | 84 | $26,741k | Jun 30, 2019 | Aug 13, 2019 | |
| Locust WOOD Capital Advisers LLC | 81 | $25,786k | Jun 30, 2019 | Jul 24, 2019 | |
| Hennessy Advisors Inc | 75 | $23,876k | Jun 30, 2019 | Jul 11, 2019 | |
| Avalon Advisors LLC | 75 | $23,876k | Jun 30, 2019 | Aug 14, 2019 | |
| Segment Wealth Management LLC | 70 | $22,285k | Jun 30, 2019 | Jul 29, 2019 | |
| Merriman Wealth Management LLC | 9,898 | $21,243k | Jun 30, 2019 | Jul 31, 2019 | |
| Yacktman Asset Management LP | 65 | $20,693k | Jun 30, 2019 | Aug 2, 2019 | |
| Summit Street Capital Management LLC | 58 | $18,464k | Jun 30, 2019 | Aug 14, 2019 | |
| Cambridge Financial Group Inc | 57 | $18,146k | Jun 30, 2019 | Jul 29, 2019 | |
| Cambridge Financial Group LLC | 57 | $18,146k | Jun 30, 2019 | Jul 29, 2019 | |
| Hutner Capital Management Inc | 55 | $17,509k | Jun 30, 2019 | Aug 7, 2019 | |
| Matthew 25 Management Corp | 50 | $15,918k | Jun 30, 2019 | Aug 13, 2019 | |
| Athena Capital Advisors LLC | 46 | $14,644k | Jun 30, 2019 | Aug 9, 2019 | |
| Howland Capital Management LLC | 44 | $14,007k | Jun 30, 2019 | Jul 17, 2019 | |
| Arlington Value Capital LLC | 43 | $13,689k | Jun 30, 2019 | Aug 14, 2019 | |
| Southeast Asset Advisors Inc | 42 | $13,371k | Jun 30, 2019 | Aug 14, 2019 | |
| AKRE Capital Management LLC | 42 | $13,371k | Jun 30, 2019 | Aug 13, 2019 | |
| Harvey Investment Company LLC | 40 | $12,734k | Jun 30, 2019 | Jul 16, 2019 | |
| Cambridge Investment Research Advisors Inc | 40 | $12,734k | Jun 30, 2019 | Aug 15, 2019 | |
| Shayne & Co LLC | 38 | $12,097k | Jun 30, 2019 | Jul 24, 2019 | |
| Shufro ROSE & Co LLC | 36 | $11,461k | Jun 30, 2019 | Jul 24, 2019 | |
| Williams Jones & Associates LLC | 36 | $11,461k | Jun 30, 2019 | Aug 14, 2019 | |
| Crestwood Advisors Group LLC | 36 | $11,461k | Jun 30, 2019 | Aug 14, 2019 | |
| Bislett Management LLC | 35 | $11,142k | Jun 30, 2019 | Aug 6, 2019 | |
| Signature Financial Management Inc | 35 | $10,710k | Dec 31, 2018 | Feb 13, 2019 | |
| Homrich & BERG Inc | 26 | $8,277k | Jun 30, 2019 | Aug 5, 2019 | |
| Bigsur Wealth Management LLC | 25 | $8,047k | Jun 30, 2019 | Jul 5, 2019 | |
| Fiduciary Counselling Inc | 24 | $7,640k | Jun 30, 2019 | Jul 24, 2019 | |
| Arlington Partners LLC | 24 | $7,640k | Jun 30, 2019 | Jul 10, 2019 | |
| Pecaut & Co | 23 | $7,322k | Jun 30, 2019 | Aug 8, 2019 | |
| Tocqueville Asset Management LP | 23 | $7,322k | Jun 30, 2019 | Jul 31, 2019 | |
| Texas Yale Capital Corp | 23 | $7,322k | Jun 30, 2019 | Jul 24, 2019 | |
| Birinyi Associates Inc | 22 | $7,004k | Jun 30, 2019 | Aug 5, 2019 | |
| Grandfield & DODD LLC | 22 | $7,004k | Jun 30, 2019 | Jul 29, 2019 | |
| Carnegie Capital Asset Management LLC | 22 | $7,004k | Jun 30, 2019 | Jul 24, 2019 | |
| America First Investment Advisors LLC | 21 | $6,685k | Jun 30, 2019 | Jul 29, 2019 | |
| Lexaurum Advisors LLC | 21 | $6,685k | Jun 30, 2019 | Jul 19, 2019 | |
| Choate Investment Advisors LLC | 20 | $6,367k | Jun 30, 2019 | Aug 14, 2019 | |
| Baker Ellis Asset Management LLC | 20 | $6,367k | Jun 30, 2019 | Aug 12, 2019 | |
| Cannell Capital LLC | 20 | $6,367k | Jun 30, 2019 | Aug 14, 2019 | |
| ELM Advisors LLC | 19 | $6,049k | Jun 30, 2019 | Jul 3, 2019 | |
| FORT Point Capital Partners LLC | 18 | $5,730k | Jun 30, 2019 | Aug 9, 2019 | |
| WEIK Capital Management Inc | 17 | $5,412k | Jun 30, 2019 | Aug 9, 2019 | |
| Clifford SWAN Investment Counsel LLC | 17 | $5,412k | Jun 30, 2019 | Aug 13, 2019 | |
| Wallace Capital Management Inc | 17 | $5,412k | Jun 30, 2019 | Aug 12, 2019 | |
| BAHL & Gaynor Inc | 16 | $5,094k | Jun 30, 2019 | Aug 12, 2019 | |
| Rossmore Private Capital LLC | 16 | $5,094k | Jun 30, 2019 | Aug 5, 2019 | |
| Carret Asset Management LLC | 15 | $4,775k | Jun 30, 2019 | Aug 12, 2019 | |
| Nicholas Hoffman & Company LLC | 15 | $4,775k | Jun 30, 2019 | Aug 12, 2019 | |
| KJ Harrison & Partners USA Inc | 15 | $4,775k | Jun 30, 2019 | Aug 5, 2019 | |
| First Foundation Advisors | 14 | $4,457k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Counselors Inc | 14 | $4,457k | Jun 30, 2019 | Aug 14, 2019 | |
| Interocean Capital LLC | 14 | $4,457k | Jun 30, 2019 | Aug 13, 2019 | |
| SVA Plumb Wealth Management LLC | 14 | $4,457k | Jun 30, 2019 | Aug 13, 2019 | |
| Sheaff Brock Investment Advisors LLC | 13 | $4,139k | Jun 30, 2019 | Jul 31, 2019 | |
| Pacifica Capital Investments LLC | 13 | $4,139k | Jun 30, 2019 | Aug 7, 2019 | |
| JRM Investment Counsel LLC | 13 | $4,139k | Jun 30, 2019 | Aug 6, 2019 | |
| Folger Nolan Fleming Douglas Capital Management Inc | 13 | $4,139k | Jun 30, 2019 | Aug 9, 2019 | |
| Schulhoff & Co Inc | 13 | $4,138k | Jun 30, 2019 | Aug 7, 2019 | |
| BECK MACK & Oliver LLC | 12 | $3,820k | Jun 30, 2019 | Aug 13, 2019 | |
| ALTA Capital Management LLC | 12 | $3,820k | Jun 30, 2019 | Jul 26, 2019 | |
| Beddow Capital Management Inc | 12 | $3,820k | Jun 30, 2019 | Aug 9, 2019 | |
| Allen Investment Management LLC | 12 | $3,820k | Jun 30, 2019 | Aug 12, 2019 | |
| Cornell Pochily Investment Advisors Inc | 12 | $3,820k | Jun 30, 2019 | Jul 22, 2019 | |
| Kovitz Investment Group Partners LLC | 12 | $3,820k | Jun 30, 2019 | Aug 14, 2019 | |
| KMS Financial Services Inc | 17 | $3,517k | Sep 30, 2014 | Nov 17, 2014 | |
| Foster Dykema Cabot & Co Incorporated | 11 | $3,502k | Jun 30, 2019 | Aug 6, 2019 | |
| BOYS Arnold & Company Inc | 11 | $3,502k | Jun 30, 2019 | Aug 1, 2019 | |
| Mairs and Power Inc | 11 | $3,502k | Jun 30, 2019 | Aug 14, 2019 | |
| YCG LLC | 11 | $3,502k | Jun 30, 2019 | Jul 23, 2019 | |
| USCA RIA LLC | 11 | $3,502k | Jun 30, 2019 | Aug 14, 2019 | |
| Oliver Luxxe Assets LLC | 10 | $3,225k | Jun 30, 2019 | Jul 10, 2019 | |
| The WEIL Company | 10 | $3,184k | Jun 30, 2019 | Aug 12, 2019 | |
| Anchor Capital Advisors LLC | 10 | $3,184k | Jun 30, 2019 | Aug 1, 2019 | |
| Klingenstein Fields & Co LLC | 10 | $3,184k | Jun 30, 2019 | Aug 12, 2019 | |
| Peak Asset Management LLC | 1,000 | $3,184k | Jun 30, 2019 | Aug 15, 2019 | |
| Crawford Investment Counsel Inc | 10 | $3,184k | Jun 30, 2019 | Aug 12, 2019 | |
| Taurus Asset Management LLC | 10 | $3,184k | Jun 30, 2019 | Aug 14, 2019 | |
| Cohen Klingenstein LLC | 10 | $3,184k | Jun 30, 2019 | Jul 15, 2019 | |
| Courant Investment Management LLC | 10 | $3,184k | Jun 30, 2019 | Jul 24, 2019 | |
| The London Company of Virginia LLC | 10 | $3,183k | Jun 30, 2019 | Aug 14, 2019 | |
| Goelzer Investment Management Inc | 9 | $2,865k | Jun 30, 2019 | Jul 29, 2019 | |
| Nottingham Advisors Inc | 9 | $2,865k | Jun 30, 2019 | Jul 17, 2019 | |
| DF DENT and Company Inc | 9 | $2,865k | Jun 30, 2019 | Aug 15, 2019 | |
| Bragg Financial Advisors Inc | 9 | $2,865k | Jun 30, 2019 | Aug 14, 2019 | |
| CWA Asset Management Group LLC | 9 | $2,865k | Jun 30, 2019 | Aug 13, 2019 | |
| Perkins Investment Management LLC | 11 | $2,748k | Mar 31, 2017 | May 15, 2017 | |
| Pacific Global Investment Management Co | 8 | $2,547k | Jun 30, 2019 | Aug 14, 2019 | |
| Parthenon LLC | 8 | $2,547k | Jun 30, 2019 | Jul 29, 2019 | |
| Compass Capital Management Inc | 8 | $2,547k | Jun 30, 2019 | Jul 31, 2019 | |
| Dimension Capital Management LLC | 8 | $2,547k | Jun 30, 2019 | Aug 12, 2019 | |
| Obermeyer WOOD Investment Counsel LLLP | 8 | $2,547k | Jun 30, 2019 | Aug 13, 2019 | |
| The Northstar Group Inc | 8 | $2,547k | Jun 30, 2019 | Jul 12, 2019 | |
| Eagle Ridge Investment Management LLC | 8 | $2,547k | Jun 30, 2019 | Aug 1, 2019 | |
| Northstar Company LLC | 8 | $2,547k | Jun 30, 2019 | Jul 12, 2019 | |
| MRAZ Amerine & Associates Inc | 8 | $2,547k | Jun 30, 2019 | Aug 2, 2019 | |
| Cidel Asset Management Inc | 8 | $2,547k | Jun 30, 2019 | Aug 12, 2019 | |
| Spinnaker Investment Group LLC | 8 | $2,546k | Jun 30, 2019 | Jul 11, 2019 | |
| Augustine Asset Management Inc | 7 | $2,228k | Jun 30, 2019 | Aug 5, 2019 | |
| Murphy Middleton Hinkle & Parker Inc | 7 | $2,228k | Jun 30, 2019 | Jul 15, 2019 | |
| Summit Asset Management LLC | 700 | $2,228k | Jun 30, 2019 | Aug 7, 2019 | |
| Account Management LLC | 7 | $2,228k | Jun 30, 2019 | Aug 8, 2019 | |
| Alexandria Capital LLC | 7 | $2,228k | Jun 30, 2019 | Aug 12, 2019 | |
| Aspiriant LLC | 7 | $2,228k | Jun 30, 2019 | Aug 6, 2019 | |
| LLBH Private Wealth Management LLC | 7 | $2,228k | Jun 30, 2019 | Aug 13, 2019 | |
| CPWM LLC | 7 | $2,228k | Jun 30, 2019 | Aug 2, 2019 | |
| Ropes Wealth Advisors LLC | 7 | $2,228k | Jun 30, 2019 | Jul 31, 2019 | |
| Ferguson Wellman Capital Management Inc | 6 | $1,910k | Jun 30, 2019 | Jul 16, 2019 | |
| Lateef Investment Management LP | 6 | $1,910k | Jun 30, 2019 | Aug 12, 2019 | |
| Northside Capital Management LLC | 6 | $1,910k | Jun 30, 2019 | Jul 16, 2019 | |
| Dalton Investments LLC | 6 | $1,910k | Jun 30, 2019 | Aug 13, 2019 | |
| Fernwood Investment Management LLC | 6 | $1,910k | Jun 30, 2019 | Aug 1, 2019 | |
| Grace Capital | 6 | $1,910k | Jun 30, 2019 | Aug 14, 2019 | |
| Pictet North America Advisors SA | 6 | $1,910k | Jun 30, 2019 | Aug 7, 2019 | |
| Buckingham Asset Management LLC | 6 | $1,910k | Jun 30, 2019 | Aug 5, 2019 | |
| Miracle MILE Advisors LLC | 6 | $1,910k | Jun 30, 2019 | Aug 7, 2019 | |
| Altium Wealth Management LLC | 6 | $1,910k | Jun 30, 2019 | Jul 18, 2019 | |
| The Fiduciary Group LLC | 6 | $1,910k | Jun 30, 2019 | Aug 14, 2019 | |
| Private Vista LLC | 5,882 | $1,869k | Jun 30, 2019 | Jul 19, 2019 | |
| Dodge & COX | 5 | $1,592k | Jun 30, 2019 | Aug 13, 2019 | |
| Whitnell & Co | 5 | $1,592k | Jun 30, 2019 | Jul 16, 2019 | |
| LOWE Brockenbrough & Company Inc | 5 | $1,592k | Jun 30, 2019 | Aug 12, 2019 | |
| Meritage Portfolio Management Inc | 5 | $1,592k | Jun 30, 2019 | Jul 30, 2019 | |
| Kelman Lazarov Inc | 5 | $1,592k | Jun 30, 2019 | Jul 22, 2019 | |
| The Roosevelt Investment Group Inc | 5 | $1,592k | Jun 30, 2019 | Aug 8, 2019 | |
| Court Place Advisors LLC | 5 | $1,592k | Jun 30, 2019 | Jul 30, 2019 | |
| Edgemoor Investment Advisors Inc | 5 | $1,592k | Jun 30, 2019 | Aug 9, 2019 | |
| Aristotle Capital Management LLC | 5 | $1,592k | Jun 30, 2019 | Aug 14, 2019 | |
| Beese Fulmer Investment Management Inc | 5 | $1,592k | Jun 30, 2019 | Jul 5, 2019 | |
| Bingham Osborn & Scarborough LLC | 5 | $1,592k | Jun 30, 2019 | Aug 2, 2019 | |
| Foundation Resource Management Inc | 5 | $1,592k | Jun 30, 2019 | Jul 10, 2019 | |
| North Star Investment Management Corporation | 5 | $1,592k | Jun 30, 2019 | Jul 15, 2019 | |
| Spears Abacus Advisors LLC | 5 | $1,592k | Jun 30, 2019 | Aug 9, 2019 | |
| Pinnacle Family Advisors LLC | 5 | $1,592k | Jun 30, 2019 | Aug 14, 2019 | |
| Confluence Investment Management LLC | 5 | $1,592k | Jun 30, 2019 | Jul 24, 2019 | |
| Lucia Wealth Services LLC | 5 | $1,592k | Jun 30, 2019 | Jul 23, 2019 | |
| Vestor Capital LLC | 5 | $1,592k | Jun 30, 2019 | Aug 6, 2019 | |
| Torch Wealth Management LLC | 5 | $1,592k | Jun 30, 2019 | Aug 2, 2019 | |
| Middleton & Company Inc | 4 | $1,273k | Jun 30, 2019 | Jul 25, 2019 | |
| Wheatland Advisors Inc | 400 | $1,273k | Jun 30, 2019 | Aug 7, 2019 | |
| Congress Asset Management Company LLP | 4 | $1,273k | Jun 30, 2019 | Aug 7, 2019 | |
| Clearstead Advisors LLC | 4 | $1,273k | Jun 30, 2019 | Aug 8, 2019 | |
| GHP Investment Advisors Inc | 400 | $1,273k | Jun 30, 2019 | Aug 2, 2019 | |
| Cadinha & Co LLC | 4 | $1,273k | Jun 30, 2019 | Aug 9, 2019 | |
| Karpas Strategies LLC | 4 | $1,273k | Jun 30, 2019 | Jul 25, 2019 | |
| Alesco Advisors LLC | 4 | $1,273k | Jun 30, 2019 | Aug 14, 2019 | |
| Heritage Investment Group Inc | 4 | $1,273k | Jun 30, 2019 | Aug 13, 2019 | |
| Gibraltar Capital Management Inc | 4 | $1,273k | Jun 30, 2019 | Jul 17, 2019 | |
| Institute FOR Wealth Management LLC | 4 | $1,273k | Jun 30, 2019 | Aug 2, 2019 | |
| Tiedemann Advisors LLC | 4 | $1,273k | Jun 30, 2019 | Aug 13, 2019 | |
| East Coast Asset Management LLC | 4 | $1,273k | Jun 30, 2019 | Aug 14, 2019 | |
| Avondale Wealth Management LLC | 4 | $1,273k | Jun 30, 2019 | Jul 26, 2019 | |
| Northwest Wealth Management LLC | 4 | $1,273k | Jun 30, 2019 | Jul 23, 2019 | |
| Black Diamond Capital Management LLC | 4 | $1,273k | Jun 30, 2019 | Aug 14, 2019 | |
| Canal Capital Management LLC | 4 | $1,273k | Jun 30, 2019 | Jul 31, 2019 | |
| Heritage Financial LLC | 4 | $1,273k | Jun 30, 2019 | Aug 13, 2019 | |
| Newport Wealth Strategies Inc | 4 | $1,246k | Jun 30, 2019 | Jul 22, 2019 | |
| Private Management Group Inc | 4 | $1,224k | Dec 31, 2018 | Jan 30, 2019 | |
| Investment Management Corporation | 4 | $1,224k | Dec 31, 2018 | Jan 30, 2019 | |
| Financial & Investment Management Group Ltd | 4 | $1,224k | Dec 31, 2018 | Jan 30, 2019 | |
| Financial Management Inc | 4 | $1,224k | Dec 31, 2018 | Jan 30, 2019 | |
| Steinberg Global Asset Management Ltd | 400 | $1,205k | Mar 31, 2019 | Apr 24, 2019 | |
| Kayne Anderson Rudnick Investment Management LLC | 3 | $955k | Jun 30, 2019 | Aug 14, 2019 | |
| Schwartz Investment Counsel Inc | 3 | $955k | Jun 30, 2019 | Jul 24, 2019 | |
| Wilkins Investment Counsel Inc | 300 | $955k | Jun 30, 2019 | Aug 9, 2019 | |
| PRIO Wealth Limited Partnership | 300 | $955k | Jun 30, 2019 | Jul 18, 2019 | |
| Aldebaran Financial Inc | 3 | $955k | Jun 30, 2019 | Aug 14, 2019 | |
| Edgewood Management LLC | 3 | $955k | Jun 30, 2019 | Aug 12, 2019 | |
| Campbell Newman Asset Management Inc | 3 | $955k | Jun 30, 2019 | Jul 24, 2019 | |
| Boston Family Office LLC | 3 | $955k | Jun 30, 2019 | Jul 30, 2019 | |
| Shikiar Asset Management Inc | 3 | $955k | Jun 30, 2019 | Jul 25, 2019 | |
| LEE Danner & BASS Inc | 3 | $955k | Jun 30, 2019 | Jul 30, 2019 | |
| Violich Capital Management | 3 | $955k | Jun 30, 2019 | Jul 22, 2019 | |
| Hendershot Investments Inc | 3 | $955k | Jun 30, 2019 | Jul 31, 2019 | |
| Cobiz Wealth LLC | 3 | $955k | Jun 30, 2019 | Jul 8, 2019 | |
| BTC Capital Management Inc | 3 | $955k | Jun 30, 2019 | Jul 26, 2019 | |
| The Rikoon Group LLC | 3 | $955k | Jun 30, 2019 | Aug 6, 2019 | |
| Birch Hill Investment Advisors LLC | 3 | $955k | Jun 30, 2019 | Jul 22, 2019 | |
| Palladium Partners LLC | 3 | $955k | Jun 30, 2019 | Aug 7, 2019 | |
| Kingfisher Capital LLC | 3 | $955k | Jun 30, 2019 | Aug 14, 2019 | |
| Pratt Collard Advisory Partners LLC | 3 | $955k | Jun 30, 2019 | Jul 16, 2019 | |
| Alliance Wealth Management Group LLC | 300 | $955k | Jun 30, 2019 | Aug 12, 2019 | |
| Capital Planning Advisors LLC | 3 | $955k | Jun 30, 2019 | Aug 9, 2019 | |
| Dedora Capital Inc | 3 | $955k | Jun 30, 2019 | Aug 8, 2019 | |
| Beacon Investment Advisory Services Inc | 3 | $955k | Jun 30, 2019 | Aug 7, 2019 | |
| Regentatlantic Capital LLC | 3 | $955k | Jun 30, 2019 | Jul 23, 2019 | |
| Cornerstone Wealth Management LLC | 3 | $954k | Jun 30, 2019 | Aug 2, 2019 | |
| Chelsea Counsel Company | 3 | $846k | Jun 30, 2018 | Oct 3, 2018 | |
| 1919 Investment Counsel LLC | 4 | $828k | Sep 30, 2014 | Nov 14, 2014 | |
| Badgley Phelps and Bell Inc | 2 | $742k | Jun 30, 2019 | Jul 30, 2019 | |
| Wealth Alliance Advisory Group LLC | 2 | $641k | Jun 30, 2019 | Jul 17, 2019 | |
| North American Management Corp | 2 | $637k | Jun 30, 2019 | Jul 30, 2019 | |
| Family Management Corporation | 2 | $637k | Jun 30, 2019 | Aug 14, 2019 | |
| Schwerin Boyle Capital Management Inc | 2 | $637k | Jun 30, 2019 | Aug 13, 2019 | |
| Penobscot Investment Management Company Inc | 2 | $637k | Jun 30, 2019 | Aug 2, 2019 | |
| Greatmark Investment Partners Inc | 2 | $637k | Jun 30, 2019 | Aug 5, 2019 | |
| Provise Management Group LLC | 2 | $637k | Jun 30, 2019 | Aug 9, 2019 | |
| Montag A & Associates Inc | 2 | $637k | Jun 30, 2019 | Aug 6, 2019 | |
| Front Barnett Associates LLC | 2 | $637k | Jun 30, 2019 | Aug 6, 2019 | |
| Stearns Financial Services Group Inc | 2 | $637k | Jun 30, 2019 | Aug 14, 2019 | |
| Savant Capital LLC | 2 | $637k | Jun 30, 2019 | Aug 6, 2019 | |
| Northwest Investment Counselors LLC | 2 | $637k | Jun 30, 2019 | Jul 25, 2019 | |
| Weybosset Research & Management LLC | 2 | $637k | Jun 30, 2019 | Jul 22, 2019 | |
| Osborne Partners Capital Management LLC | 2 | $637k | Jun 30, 2019 | Jul 18, 2019 | |
| Jackson Grant Investment Advisers Inc | 2 | $637k | Jun 30, 2019 | Aug 13, 2019 | |
| Summit Financial Group Inc | 2 | $637k | Jun 30, 2019 | Jul 3, 2019 | |
| Family Legacy Inc | 2 | $637k | Jun 30, 2019 | Jul 25, 2019 | |
| Biglari Capital LLC | 2 | $637k | Jun 30, 2019 | Aug 14, 2019 | |
| Advanced Asset Management Advisors Inc | 2 | $637k | Jun 30, 2019 | Aug 2, 2019 | |
| First National Corporation | 2 | $637k | Jun 30, 2019 | Jul 22, 2019 | |
| The Caprock Group Inc | 2 | $637k | Jun 30, 2019 | Jul 23, 2019 | |
| Shepherd Kaplan Krochuk LLC | 2 | $637k | Jun 30, 2019 | Aug 12, 2019 | |
| Cypress Capital Management LLC | 2 | $637k | Jun 30, 2019 | Aug 5, 2019 | |
| Bridgecreek Investment Management LLC | 2 | $637k | Jun 30, 2019 | Aug 14, 2019 | |
| Evanson Asset Management LLC | 2 | $637k | Jun 30, 2019 | Jul 11, 2019 | |
| Zuckerman Investment Group LLC | 2 | $637k | Jun 30, 2019 | Aug 14, 2019 | |
| Permit Capital LLC | 2 | $637k | Jun 30, 2019 | Aug 14, 2019 | |
| BLB & B Advisors LLC | 2 | $637k | Jun 30, 2019 | Jul 29, 2019 | |
| Twin Focus Capital Partners LLC | 2 | $637k | Jun 30, 2019 | Aug 14, 2019 | |
| Copperwynd Financial LLC | 2 | $637k | Jun 30, 2019 | Aug 7, 2019 | |
| Frontier Wealth Management LLC | 2 | $637k | Jun 30, 2019 | Aug 16, 2019 | |
| Thomas Story and SON LLC | 2 | $637k | Jun 30, 2019 | Jul 29, 2019 | |
| Wellington Shields Capital Management LLC | 2 | $637k | Jun 30, 2019 | Aug 8, 2019 | |
| Hoplite Capital Management LP | 2 | $637k | Jun 30, 2019 | Aug 14, 2019 | |
| Allied Investment Advisors LLC | 2 | $637k | Jun 30, 2019 | Jul 17, 2019 | |
| Oak Grove Capital LLC | 2 | $637k | Jun 30, 2019 | Aug 9, 2019 | |
| Harwood Advisory Group LLC | 2 | $637k | Jun 30, 2019 | Aug 7, 2019 | |
| Lagoda Investment Management LP | 2 | $637k | Jun 30, 2019 | Aug 14, 2019 | |
| LONG ROAD Investment Counsel LLC | 2 | $637k | Jun 30, 2019 | Aug 9, 2019 | |
| Keeley-Teton Advisors LLC | 2 | $637k | Jun 30, 2019 | Aug 12, 2019 | |
| LGL Partners LLC | 2 | $637k | Jun 30, 2019 | Aug 14, 2019 | |
| JGP Wealth Management LLC | 2 | $637k | Jun 30, 2019 | Jul 15, 2019 | |
| Boothe Investment Group Inc | 2 | $637k | Jun 30, 2019 | Jul 2, 2019 | |
| Summit Financial LLC | 2 | $637k | Jun 30, 2019 | Jul 3, 2019 | |
| Murphy Pohlad Asset Management LLC | 2 | $636k | Jun 30, 2019 | Aug 6, 2019 | |
| Harfst and Associates Inc | 2 | $636k | Jun 30, 2019 | Aug 14, 2019 | |
| Good Life Advisors LLC | 2 | $636k | Jun 30, 2019 | Aug 6, 2019 | |
| Stony Point Wealth Management Inc | 2 | $623k | Jun 30, 2019 | Jul 23, 2019 | |
| Prospera Financial Services Inc | 1 | $323k | Jun 30, 2019 | Aug 14, 2019 | |
| Retirement Capital Strategies Inc | 1 | $319k | Jun 30, 2019 | Aug 2, 2019 | |
| B Riley Wealth Management Inc | 1 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
| Waters Parkerson & Co LLC | 1 | $318k | Jun 30, 2019 | Aug 6, 2019 | |
| Yorktown Management and Research Co Inc | 1 | $318k | Jun 30, 2019 | Aug 2, 2019 | |
| Osterweis Capital Management Inc | 1 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
| Night OWL Capital Management LLC | 1 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
| Monarch Capital Management Inc | 1 | $318k | Jun 30, 2019 | Jul 31, 2019 | |
| Wendell David Associates Inc | 1 | $318k | Jun 30, 2019 | Jul 16, 2019 | |
| Payden & Rygel | 1 | $318k | Jun 30, 2019 | Aug 6, 2019 | |
| Security Asset Management Inc | 1 | $318k | Jun 30, 2019 | Aug 6, 2019 | |
| Vision Capital Management Inc | 100 | $318k | Jun 30, 2019 | Jul 29, 2019 | |
| Summit Financial Strategies Inc | 1 | $318k | Jun 30, 2019 | Aug 8, 2019 | |
| Auxier Asset Management LLC | 1 | $318k | Jun 30, 2019 | Aug 15, 2019 | |
| Hall Capital Management Company Inc | 1 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
| Apriem Advisors | 1 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
| Seizert Capital Partners LLC | 1 | $318k | Jun 30, 2019 | Aug 6, 2019 | |
| Portland Global Advisors LLC | 1 | $318k | Jun 30, 2019 | Jul 26, 2019 | |
| Meristem Family Wealth LLC | 1 | $318k | Jun 30, 2019 | Aug 6, 2019 | |
| Osterweis Capital Management LLC | 1 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
| Financial Advisory Service Inc | 1 | $318k | Jun 30, 2019 | Jul 25, 2019 | |
| American Investment Services Inc | 1 | $318k | Jun 30, 2019 | Aug 6, 2019 | |
| Becker Capital Management Inc | 1 | $318k | Jun 30, 2019 | Aug 8, 2019 | |
| Saratoga Research & Investment Management | 1 | $318k | Jun 30, 2019 | Jul 24, 2019 | |
| Excalibur Management Corp | 1 | $318k | Jun 30, 2019 | Jul 26, 2019 | |
| BKD Wealth Advisors LLC | 1 | $318k | Jun 30, 2019 | Jul 10, 2019 | |
| Founders Capital Management Inc | 1 | $318k | Jun 30, 2019 | Jul 11, 2019 | |
| SAND Hill Global Advisors LLC | 1 | $318k | Jun 30, 2019 | Aug 13, 2019 | |
| Round Table Services LLC | 1 | $318k | Jun 30, 2019 | Jul 17, 2019 | |
| RAAB & Moskowitz Asset Management LLC | 1 | $318k | Jun 30, 2019 | Aug 9, 2019 | |
| Alpine Woods Capital Investors LLC | 1 | $318k | Jun 30, 2019 | Aug 5, 2019 | |
| Mission Wealth Management LP | 1 | $318k | Jun 30, 2019 | Aug 9, 2019 | |
| Tufton Capital Management LLC | 1 | $318k | Jun 30, 2019 | Jul 26, 2019 | |
| Green Square Capital LLC | 1 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
| Premier Asset Management LLC | 1 | $318k | Jun 30, 2019 | Aug 7, 2019 | |
| van Hulzen Asset Management LLC | 1 | $318k | Jun 30, 2019 | Aug 8, 2019 | |
| Punch & Associates Investment Management Inc | 1 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
| Vision Capital Management Corporation | 100 | $318k | Jun 30, 2019 | Jul 29, 2019 | |
| Founders Capital Management LLC | 1 | $318k | Jun 30, 2019 | Jul 11, 2019 | |
| Brown Advisory Securities LLC | 1 | $318k | Jun 30, 2019 | Aug 12, 2019 | |
| American Asset Management Inc | 1 | $318k | Jun 30, 2019 | Jul 31, 2019 | |
| RICE Hall James & Associates LLC | 1 | $318k | Jun 30, 2019 | Aug 1, 2019 | |
| New England Private Wealth Advisors LLC | 1 | $318k | Jun 30, 2019 | Aug 8, 2019 | |
| Level Four Advisory Services LLC | 1 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
| Armor Investment Advisors LLC | 1 | $318k | Jun 30, 2019 | Aug 13, 2019 | |
| Mckinley Carter Wealth Services Inc | 1 | $318k | Jun 30, 2019 | Aug 2, 2019 | |
| Aureus Asset Management LLC | 1 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
| Mitchell Mcleod PUGH & Williams Inc | 100 | $318k | Jun 30, 2019 | Jul 9, 2019 | |
| Brookstone Capital Management LLC | 1 | $318k | Jun 30, 2019 | Jul 25, 2019 | |
| ORCA Investment Management LLC | 1 | $318k | Jun 30, 2019 | Jul 17, 2019 | |
| Barry Investment Advisors LLC | 1 | $318k | Jun 30, 2019 | Jul 26, 2019 | |
| Cubic Asset Management LLC | 1 | $318k | Jun 30, 2019 | Jul 29, 2019 | |
| Glovista Investments LLC | 1 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
| Hourglass Capital LLC | 1 | $318k | Jun 30, 2019 | Aug 12, 2019 | |
| NWAM LLC | 1 | $318k | Jun 30, 2019 | Jul 18, 2019 | |
| Endurance Wealth Management Inc | 1 | $318k | Jun 30, 2019 | Jul 30, 2019 | |
| Monte Financial Group LLC | 1 | $318k | Jun 30, 2019 | Aug 7, 2019 | |
| Clear Harbor Asset Management LLC | 1 | $318k | Jun 30, 2019 | Jul 22, 2019 | |
| Kavar Capital Partners LLC | 1 | $318k | Jun 30, 2019 | Aug 1, 2019 | |
| Oxbow Advisors LLC | 1 | $318k | Jun 30, 2019 | Aug 7, 2019 | |
| Steadfast Capital Management LP | 1 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
| Armor Advisors LLC | 1 | $318k | Jun 30, 2019 | Aug 13, 2019 | |
| Alphastar Capital Management LLC | 1 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
| Seven Post Investment Office LP | 1 | $318k | Jun 30, 2019 | Aug 12, 2019 | |
| Hapanowicz & Associates Financial Services Inc | 1 | $318k | Jun 30, 2019 | Jul 29, 2019 | |
| Alpha Cubed Investments LLC | 1 | $318k | Jun 30, 2019 | Jul 19, 2019 | |
| Vivaldi Capital Management LLC | 1 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
| Bridgeworth LLC | 1 | $318k | Jun 30, 2019 | Jul 25, 2019 | |
| Wealthstar Advisors LLC | 1 | $318k | Jun 30, 2019 | Aug 7, 2019 | |
| Cheviot Value Management LLC | 1 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
| Northrock Partners LLC | 1 | $318k | Jun 30, 2019 | Aug 12, 2019 | |
| Venturi Wealth Management LLC | 1 | $318k | Jun 30, 2019 | Aug 7, 2019 | |
| KCS Wealth Advisory LLC | 1 | $318k | Jun 30, 2019 | Jul 29, 2019 | |
| Measured Wealth Private Client Group LLC | 1 | $318k | Jun 30, 2019 | Jul 26, 2019 | |
| Cardan Capital Partners LLC | 1 | $318k | Jun 30, 2019 | Jul 16, 2019 | |
| Crescent Grove Advisors LLC | 1 | $318k | Jun 30, 2019 | Aug 6, 2019 | |
| IHT Wealth Management LLC | 1 | $318k | Jun 30, 2019 | Aug 12, 2019 | |
| DB Root & Company LLC | 1 | $318k | Jun 30, 2019 | Jul 19, 2019 | |
| ALL Terrain Financial Advisors LLC | 1 | $318k | Jun 30, 2019 | Aug 14, 2019 | |
| Congress Park Capital LLC | 1 | $315k | Jun 30, 2019 | Aug 2, 2019 | |
| Pring/Turner Capital Group Inc | 1 | $306k | Dec 31, 2018 | Feb 14, 2019 | |
| Terra NOVA Asset Management LLC | 1 | $306k | Dec 31, 2018 | Feb 15, 2019 |