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 |