investingreview.org logo
Avoid Fraud, Get The Facts, And Find The Best

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
Alphasimplex Group LLC 5 $1,591,750k Jun 30, 2019 Aug 14, 2019
MOON Capital Management LLC 5 $1,591,750k Jun 30, 2019 Jul 11, 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
Avalon Advisors LLC 75 $23,876k Jun 30, 2019 Aug 14, 2019
Hennessy Advisors Inc 75 $23,876k Jun 30, 2019 Jul 11, 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
AKRE Capital Management LLC 42 $13,371k Jun 30, 2019 Aug 13, 2019
Southeast Asset Advisors Inc 42 $13,371k Jun 30, 2019 Aug 14, 2019
Cambridge Investment Research Advisors Inc 40 $12,734k Jun 30, 2019 Aug 15, 2019
Harvey Investment Company LLC 40 $12,734k Jun 30, 2019 Jul 16, 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
Carnegie Capital Asset Management LLC 22 $7,004k 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
Lexaurum Advisors LLC 21 $6,685k Jun 30, 2019 Jul 19, 2019
America First Investment Advisors LLC 21 $6,685k Jun 30, 2019 Jul 29, 2019
Baker Ellis Asset Management LLC 20 $6,367k Jun 30, 2019 Aug 12, 2019
Choate Investment Advisors LLC 20 $6,367k Jun 30, 2019 Aug 14, 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
Wallace Capital Management Inc 17 $5,412k Jun 30, 2019 Aug 12, 2019
Clifford SWAN Investment Counsel LLC 17 $5,412k Jun 30, 2019 Aug 13, 2019
WEIK Capital Management Inc 17 $5,412k Jun 30, 2019 Aug 9, 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
KJ Harrison & Partners USA Inc 15 $4,775k Jun 30, 2019 Aug 5, 2019
Nicholas Hoffman & Company LLC 15 $4,775k Jun 30, 2019 Aug 12, 2019
SVA Plumb Wealth Management LLC 14 $4,457k Jun 30, 2019 Aug 13, 2019
First Foundation Advisors 14 $4,457k Jun 30, 2019 Aug 14, 2019
Interocean Capital LLC 14 $4,457k Jun 30, 2019 Aug 13, 2019
Financial Counselors Inc 14 $4,457k Jun 30, 2019 Aug 14, 2019
Sheaff Brock Investment Advisors LLC 13 $4,139k Jun 30, 2019 Jul 31, 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
Pacifica Capital Investments LLC 13 $4,139k Jun 30, 2019 Aug 7, 2019
Schulhoff & Co Inc 13 $4,138k Jun 30, 2019 Aug 7, 2019
Cornell Pochily Investment Advisors Inc 12 $3,820k Jun 30, 2019 Jul 22, 2019
Allen Investment Management LLC 12 $3,820k Jun 30, 2019 Aug 12, 2019
ALTA Capital Management LLC 12 $3,820k Jun 30, 2019 Jul 26, 2019
Kovitz Investment Group Partners LLC 12 $3,820k Jun 30, 2019 Aug 14, 2019
BECK MACK & Oliver LLC 12 $3,820k Jun 30, 2019 Aug 13, 2019
Beddow Capital Management Inc 12 $3,820k Jun 30, 2019 Aug 9, 2019
KMS Financial Services Inc 17 $3,517k Sep 30, 2014 Nov 17, 2014
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
USCA RIA LLC 11 $3,502k Jun 30, 2019 Aug 14, 2019
Foster Dykema Cabot & Co Incorporated 11 $3,502k Jun 30, 2019 Aug 6, 2019
YCG LLC 11 $3,502k Jun 30, 2019 Jul 23, 2019
Oliver Luxxe Assets LLC 10 $3,225k Jun 30, 2019 Jul 10, 2019
Klingenstein Fields & Co LLC 10 $3,184k Jun 30, 2019 Aug 12, 2019
Taurus Asset Management LLC 10 $3,184k Jun 30, 2019 Aug 14, 2019
Anchor Capital Advisors LLC 10 $3,184k Jun 30, 2019 Aug 1, 2019
Courant Investment Management LLC 10 $3,184k Jun 30, 2019 Jul 24, 2019
Cohen Klingenstein LLC 10 $3,184k Jun 30, 2019 Jul 15, 2019
Peak Asset Management LLC 1,000 $3,184k Jun 30, 2019 Aug 15, 2019
The WEIL Company 10 $3,184k Jun 30, 2019 Aug 12, 2019
Crawford Investment Counsel Inc 10 $3,184k Jun 30, 2019 Aug 12, 2019
The London Company of Virginia LLC 10 $3,183k Jun 30, 2019 Aug 14, 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
Goelzer Investment Management Inc 9 $2,865k Jun 30, 2019 Jul 29, 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
Obermeyer WOOD Investment Counsel LLLP 8 $2,547k Jun 30, 2019 Aug 13, 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
Cidel Asset Management Inc 8 $2,547k Jun 30, 2019 Aug 12, 2019
Eagle Ridge Investment Management LLC 8 $2,547k Jun 30, 2019 Aug 1, 2019
The Northstar Group Inc 8 $2,547k Jun 30, 2019 Jul 12, 2019
Northstar Company LLC 8 $2,547k Jun 30, 2019 Jul 12, 2019
Parthenon LLC 8 $2,547k Jun 30, 2019 Jul 29, 2019
MRAZ Amerine & Associates Inc 8 $2,547k Jun 30, 2019 Aug 2, 2019
Spinnaker Investment Group LLC 8 $2,546k Jun 30, 2019 Jul 11, 2019
LLBH Private Wealth Management LLC 7 $2,228k Jun 30, 2019 Aug 13, 2019
Account Management LLC 7 $2,228k Jun 30, 2019 Aug 8, 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
Aspiriant LLC 7 $2,228k Jun 30, 2019 Aug 6, 2019
Summit Asset Management LLC 700 $2,228k Jun 30, 2019 Aug 7, 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
Alexandria Capital LLC 7 $2,228k Jun 30, 2019 Aug 12, 2019
Pictet North America Advisors SA 6 $1,910k Jun 30, 2019 Aug 7, 2019
Grace Capital 6 $1,910k Jun 30, 2019 Aug 14, 2019
Northside Capital Management LLC 6 $1,910k Jun 30, 2019 Jul 16, 2019
The Fiduciary Group LLC 6 $1,910k Jun 30, 2019 Aug 14, 2019
Miracle MILE Advisors LLC 6 $1,910k Jun 30, 2019 Aug 7, 2019
Fernwood Investment Management LLC 6 $1,910k Jun 30, 2019 Aug 1, 2019
Dalton Investments LLC 6 $1,910k Jun 30, 2019 Aug 13, 2019
Buckingham Asset Management LLC 6 $1,910k Jun 30, 2019 Aug 5, 2019
Altium Wealth Management LLC 6 $1,910k Jun 30, 2019 Jul 18, 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
Private Vista LLC 5,882 $1,869k Jun 30, 2019 Jul 19, 2019
Spears Abacus Advisors LLC 5 $1,592k Jun 30, 2019 Aug 9, 2019
North Star Investment Management Corporation 5 $1,592k Jun 30, 2019 Jul 15, 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
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
Torch Wealth Management LLC 5 $1,592k Jun 30, 2019 Aug 2, 2019
Foundation Resource Management Inc 5 $1,592k Jun 30, 2019 Jul 10, 2019
Meritage Portfolio Management Inc 5 $1,592k Jun 30, 2019 Jul 30, 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
Edgemoor Investment Advisors Inc 5 $1,592k Jun 30, 2019 Aug 9, 2019
Court Place Advisors LLC 5 $1,592k Jun 30, 2019 Jul 30, 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
The Roosevelt Investment Group Inc 5 $1,592k Jun 30, 2019 Aug 8, 2019
Kelman Lazarov Inc 5 $1,592k Jun 30, 2019 Jul 22, 2019
Aristotle Capital Management LLC 5 $1,592k Jun 30, 2019 Aug 14, 2019
Avondale Wealth Management LLC 4 $1,273k Jun 30, 2019 Jul 26, 2019
East Coast Asset Management LLC 4 $1,273k Jun 30, 2019 Aug 14, 2019
Alesco Advisors LLC 4 $1,273k Jun 30, 2019 Aug 14, 2019
Gibraltar Capital Management Inc 4 $1,273k Jun 30, 2019 Jul 17, 2019
Tiedemann Advisors LLC 4 $1,273k Jun 30, 2019 Aug 13, 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
Institute FOR Wealth Management LLC 4 $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
Black Diamond Capital Management LLC 4 $1,273k Jun 30, 2019 Aug 14, 2019
Northwest Wealth Management LLC 4 $1,273k Jun 30, 2019 Jul 23, 2019
Wheatland Advisors Inc 400 $1,273k Jun 30, 2019 Aug 7, 2019
Middleton & Company Inc 4 $1,273k Jun 30, 2019 Jul 25, 2019
Congress Asset Management Company LLP 4 $1,273k Jun 30, 2019 Aug 7, 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
Heritage Investment Group Inc 4 $1,273k Jun 30, 2019 Aug 13, 2019
Newport Wealth Strategies Inc 4 $1,246k Jun 30, 2019 Jul 22, 2019
Financial & Investment Management Group Ltd 4 $1,224k Dec 31, 2018 Jan 30, 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 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
Alliance Wealth Management Group LLC 300 $955k Jun 30, 2019 Aug 12, 2019
Palladium Partners LLC 3 $955k Jun 30, 2019 Aug 7, 2019
The Rikoon Group LLC 3 $955k Jun 30, 2019 Aug 6, 2019
Aldebaran Financial Inc 3 $955k Jun 30, 2019 Aug 14, 2019
Edgewood Management LLC 3 $955k Jun 30, 2019 Aug 12, 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
Beacon Investment Advisory Services Inc 3 $955k Jun 30, 2019 Aug 7, 2019
Birch Hill Investment Advisors LLC 3 $955k Jun 30, 2019 Jul 22, 2019
Campbell Newman Asset Management Inc 3 $955k Jun 30, 2019 Jul 24, 2019
PRIO Wealth Limited Partnership 300 $955k Jun 30, 2019 Jul 18, 2019
Dedora Capital Inc 3 $955k Jun 30, 2019 Aug 8, 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
Boston Family Office LLC 3 $955k Jun 30, 2019 Jul 30, 2019
Wilkins Investment Counsel Inc 300 $955k Jun 30, 2019 Aug 9, 2019
Kingfisher Capital LLC 3 $955k Jun 30, 2019 Aug 14, 2019
Capital Planning Advisors LLC 3 $955k Jun 30, 2019 Aug 9, 2019
Pratt Collard Advisory Partners LLC 3 $955k Jun 30, 2019 Jul 16, 2019
Regentatlantic Capital LLC 3 $955k Jun 30, 2019 Jul 23, 2019
Hendershot Investments Inc 3 $955k Jun 30, 2019 Jul 31, 2019
BTC Capital Management Inc 3 $955k Jun 30, 2019 Jul 26, 2019
Cobiz Wealth LLC 3 $955k Jun 30, 2019 Jul 8, 2019
Violich Capital Management 3 $955k Jun 30, 2019 Jul 22, 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
First National Corporation 2 $637k Jun 30, 2019 Jul 22, 2019
The Caprock Group Inc 2 $637k Jun 30, 2019 Jul 23, 2019
Allied Investment Advisors LLC 2 $637k Jun 30, 2019 Jul 17, 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
Hoplite Capital Management LP 2 $637k Jun 30, 2019 Aug 14, 2019
Bridgecreek Investment Management LLC 2 $637k Jun 30, 2019 Aug 14, 2019
Stearns Financial Services Group Inc 2 $637k Jun 30, 2019 Aug 14, 2019
Provise Management Group LLC 2 $637k Jun 30, 2019 Aug 9, 2019
Wellington Shields Capital Management LLC 2 $637k Jun 30, 2019 Aug 8, 2019
Advanced Asset Management Advisors Inc 2 $637k Jun 30, 2019 Aug 2, 2019
Thomas Story and SON LLC 2 $637k Jun 30, 2019 Jul 29, 2019
Cypress Capital Management LLC 2 $637k Jun 30, 2019 Aug 5, 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
Oak Grove Capital LLC 2 $637k Jun 30, 2019 Aug 9, 2019
Biglari Capital LLC 2 $637k Jun 30, 2019 Aug 14, 2019
Harwood Advisory Group LLC 2 $637k Jun 30, 2019 Aug 7, 2019
Schwerin Boyle Capital Management Inc 2 $637k Jun 30, 2019 Aug 13, 2019
Family Management Corporation 2 $637k Jun 30, 2019 Aug 14, 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
North American Management Corp 2 $637k Jun 30, 2019 Jul 30, 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
Savant Capital LLC 2 $637k Jun 30, 2019 Aug 6, 2019
Family Legacy Inc 2 $637k Jun 30, 2019 Jul 25, 2019
Summit Financial Group Inc 2 $637k Jun 30, 2019 Jul 3, 2019
Frontier Wealth Management LLC 2 $637k Jun 30, 2019 Aug 16, 2019
Evanson Asset Management LLC 2 $637k Jun 30, 2019 Jul 11, 2019
Jackson Grant Investment Advisers Inc 2 $637k Jun 30, 2019 Aug 13, 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
Shepherd Kaplan Krochuk LLC 2 $637k Jun 30, 2019 Aug 12, 2019
Osborne Partners Capital Management LLC 2 $637k Jun 30, 2019 Jul 18, 2019
Weybosset Research & Management LLC 2 $637k Jun 30, 2019 Jul 22, 2019
Northwest Investment Counselors LLC 2 $637k Jun 30, 2019 Jul 25, 2019
Copperwynd Financial LLC 2 $637k Jun 30, 2019 Aug 7, 2019
Twin Focus Capital Partners LLC 2 $637k Jun 30, 2019 Aug 14, 2019
Harfst and Associates Inc 2 $636k Jun 30, 2019 Aug 14, 2019
Murphy Pohlad Asset Management LLC 2 $636k Jun 30, 2019 Aug 6, 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
Mission Wealth Management LP 1 $318k Jun 30, 2019 Aug 9, 2019
Vision Capital Management Inc 100 $318k Jun 30, 2019 Jul 29, 2019
Hall Capital Management Company Inc 1 $318k Jun 30, 2019 Aug 14, 2019
Crescent Grove Advisors LLC 1 $318k Jun 30, 2019 Aug 6, 2019
Cardan Capital Partners LLC 1 $318k Jun 30, 2019 Jul 16, 2019
Measured Wealth Private Client Group LLC 1 $318k Jun 30, 2019 Jul 26, 2019
Payden & Rygel 1 $318k Jun 30, 2019 Aug 6, 2019
KCS Wealth Advisory LLC 1 $318k Jun 30, 2019 Jul 29, 2019
Mitchell Mcleod PUGH & Williams Inc 100 $318k Jun 30, 2019 Jul 9, 2019
Venturi Wealth Management LLC 1 $318k Jun 30, 2019 Aug 7, 2019
Tufton Capital Management LLC 1 $318k Jun 30, 2019 Jul 26, 2019
Financial Advisory Service Inc 1 $318k Jun 30, 2019 Jul 25, 2019
Saratoga Research & Investment Management 1 $318k Jun 30, 2019 Jul 24, 2019
Northrock Partners LLC 1 $318k Jun 30, 2019 Aug 12, 2019
Cubic Asset Management LLC 1 $318k Jun 30, 2019 Jul 29, 2019
Cheviot Value Management LLC 1 $318k Jun 30, 2019 Aug 14, 2019
IHT Wealth Management LLC 1 $318k Jun 30, 2019 Aug 12, 2019
Glovista Investments LLC 1 $318k Jun 30, 2019 Aug 14, 2019
Excalibur Management Corp 1 $318k Jun 30, 2019 Jul 26, 2019
ALL Terrain Financial Advisors LLC 1 $318k Jun 30, 2019 Aug 14, 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
RICE Hall James & Associates LLC 1 $318k Jun 30, 2019 Aug 1, 2019
Waters Parkerson & Co LLC 1 $318k Jun 30, 2019 Aug 6, 2019
Apriem Advisors 1 $318k Jun 30, 2019 Aug 14, 2019
Alpine Woods Capital Investors LLC 1 $318k Jun 30, 2019 Aug 5, 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
Aureus Asset Management LLC 1 $318k Jun 30, 2019 Aug 14, 2019
RAAB & Moskowitz Asset Management LLC 1 $318k Jun 30, 2019 Aug 9, 2019
BKD Wealth Advisors LLC 1 $318k Jun 30, 2019 Jul 10, 2019
DB Root & Company LLC 1 $318k Jun 30, 2019 Jul 19, 2019
Seizert Capital Partners LLC 1 $318k Jun 30, 2019 Aug 6, 2019
American Asset Management Inc 1 $318k Jun 30, 2019 Jul 31, 2019
Green Square Capital LLC 1 $318k Jun 30, 2019 Aug 14, 2019
Vision Capital Management Corporation 100 $318k Jun 30, 2019 Jul 29, 2019
Oxbow Advisors LLC 1 $318k Jun 30, 2019 Aug 7, 2019
NWAM LLC 1 $318k Jun 30, 2019 Jul 18, 2019
Portland Global Advisors LLC 1 $318k Jun 30, 2019 Jul 26, 2019
ORCA Investment Management LLC 1 $318k Jun 30, 2019 Jul 17, 2019
Monarch Capital Management Inc 1 $318k Jun 30, 2019 Jul 31, 2019
Punch & Associates Investment Management Inc 1 $318k Jun 30, 2019 Aug 14, 2019
Endurance Wealth Management Inc 1 $318k Jun 30, 2019 Jul 30, 2019
Founders Capital Management LLC 1 $318k Jun 30, 2019 Jul 11, 2019
Wealthstar Advisors LLC 1 $318k Jun 30, 2019 Aug 7, 2019
American Investment Services Inc 1 $318k Jun 30, 2019 Aug 6, 2019
Wendell David Associates Inc 1 $318k Jun 30, 2019 Jul 16, 2019
Clear Harbor Asset Management LLC 1 $318k Jun 30, 2019 Jul 22, 2019
Summit Financial Strategies Inc 1 $318k Jun 30, 2019 Aug 8, 2019
Barry Investment Advisors LLC 1 $318k Jun 30, 2019 Jul 26, 2019
Brown Advisory Securities LLC 1 $318k Jun 30, 2019 Aug 12, 2019
Monte Financial Group 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
B Riley Wealth Management Inc 1 $318k Jun 30, 2019 Aug 14, 2019
Yorktown Management and Research Co Inc 1 $318k Jun 30, 2019 Aug 2, 2019
Premier Asset Management LLC 1 $318k Jun 30, 2019 Aug 7, 2019
Bridgeworth LLC 1 $318k Jun 30, 2019 Jul 25, 2019
Hourglass Capital LLC 1 $318k Jun 30, 2019 Aug 12, 2019
Osterweis Capital Management LLC 1 $318k Jun 30, 2019 Aug 14, 2019
Vivaldi Capital Management LLC 1 $318k Jun 30, 2019 Aug 14, 2019
Brookstone Capital Management LLC 1 $318k Jun 30, 2019 Jul 25, 2019
Alpha Cubed Investments LLC 1 $318k Jun 30, 2019 Jul 19, 2019
Kavar Capital Partners LLC 1 $318k Jun 30, 2019 Aug 1, 2019
Seven Post Investment Office LP 1 $318k Jun 30, 2019 Aug 12, 2019
Osterweis Capital Management Inc 1 $318k Jun 30, 2019 Aug 14, 2019
van Hulzen Asset Management LLC 1 $318k Jun 30, 2019 Aug 8, 2019
Security Asset Management Inc 1 $318k Jun 30, 2019 Aug 6, 2019
Becker Capital Management Inc 1 $318k Jun 30, 2019 Aug 8, 2019
Auxier Asset Management LLC 1 $318k Jun 30, 2019 Aug 15, 2019
Meristem Family Wealth LLC 1 $318k Jun 30, 2019 Aug 6, 2019
Night OWL Capital Management LLC 1 $318k Jun 30, 2019 Aug 14, 2019
Hapanowicz & Associates Financial Services Inc 1 $318k Jun 30, 2019 Jul 29, 2019
Congress Park Capital LLC 1 $315k Jun 30, 2019 Aug 2, 2019
Terra NOVA Asset Management LLC 1 $306k Dec 31, 2018 Feb 15, 2019
Pring/Turner Capital Group Inc 1 $306k Dec 31, 2018 Feb 14, 2019

Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.

All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.

Copyright © 2019 by InvestingReview.org / All Rights Reserved.