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BERKSHIRE HATHAWAY
(084670108)

Funds Reporting Holdings of BERKSHIRE HATHAWAY according to 13F filings
Firm Name Shares Held / Principal Amount Market Value Option Report Period Effectiveness Date
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

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