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Berkshire Hathaway Inc del CL

Q2 2016 vs Q3 2016

Comparing institutional holders between quarters

Quarters

Q3 2016Q2 2016Q1 2016Q4 2015Q3 2015
CompareDetailedHistoricalFundsOptions13D/13GPeersTargetingTrading SummaryProfile
Giverny Capital Inc.
INCREASED
Shares658,180 from 646,357
Change+11,823 (+2%)
Value$95.1K (+$1.5K)
Filed 2016-11-08
HL Financial Services LLC
DECREASED
Shares610,262 from 616,390
Change-6,128 (-1%)
Value$88.2K (-$1.1K)
Filed 2016-10-25
Marathon Asset Management LLP
DECREASED
Shares407,756 from 429,540
Change-21,784 (-5%)
Value$59.0K (-$3.4K)
Filed 2016-10-31
Lenox Wealth Management, Inc.
INCREASED
Shares289,929 from 288,885
Change+1,044 (+0%)
Value$41.9K (+$58)
Filed 2016-11-16
Northeast Investment Management
NEW
Shares172,481
Change+172,481
Value$24.9K
Filed 2016-11-01
Covey Capital Advisors, LLC
UNCHANGED
Shares158,886 from 158,886
Change0 (0%)
Value$23.0K (-$51)
Filed 2016-11-01
Aquamarine Capital Management, LLC
UNCHANGED
Shares140,600 from 140,600
Change0 (0%)
Value$20.3K (-$45)
Filed 2016-11-03
Braun Stacey Associates Inc
DECREASED
Shares137,664 from 143,972
Change-6,308 (-4%)
Value$19.9K (-$957)
Filed 2016-11-29
Parsons Capital Management Inc
NEW
Shares127,924
Change+127,924
Value$18.5K
Filed 2016-11-04
Destination Wealth Management
INCREASED
Shares123,987 from 121,657
Change+2,330 (+2%)
Value$17.9K (+$297)
Filed 2016-11-14
CIBC World Markets Corp
NEW
Shares102,087
Change+102,087
Value$14.7K
Filed 2016-11-14
Hendershot Investments Inc.
DECREASED
Shares94,982 from 97,872
Change-2,890 (-3%)
Value$13.7K (-$449)
Filed 2016-11-01
Reik & Co., LLC
UNCHANGED
Shares93,998 from 93,998
Change0 (0%)
Value$13.6K (-$30)
Filed 2016-10-27
Forsta Ap-Fonden
NEW
Shares92,008
Change+92,008
Value$13.3K
Filed 2016-12-09
BLS Capital Fondsmaeglerselskab A/S
UNCHANGED
Shares78,728 from 78,728
Change0 (0%)
Value$11.4K (-$25)
Filed 2016-10-13
Fulton Breakefield Broenniman LLC
INCREASED
Shares74,040 from 73,590
Change+450 (+1%)
Value$10.7K (+$42)
Filed 2016-10-27
Hudson Edge Investment Partners Inc.
NEW
Shares73,540
Change+73,540
Value$10.6K
Filed 2016-11-08
Jupiter Asset Management LTD
DECREASED
Shares71,755 from 77,000
Change-5,245 (-7%)
Value$10.4K (-$783)
Filed 2016-11-14
Mariner, LLC
NEW
Shares67,747
Change+67,747
Value$9.8K
Filed 2016-11-14
Elkhorn Partners Limited Partnership
DECREASED
Shares58,800 from 59,200
Change-400 (-1%)
Value$8.5K (-$77)
Filed 2016-11-10
Front Street Capital Management, Inc.
DECREASED
Shares54,191 from 54,321
Change-130 (0%)
Value$7.8K (-$36)
Filed 2016-11-14
Dalal Street, LLC
NEW
Shares47,400
Change+47,400
Value$6.8K
Filed 2016-11-10
Alerus Financial NA
INCREASED
Shares46,862 from 46,010
Change+852 (+2%)
Value$6.8K (+$108)
Filed 2016-11-10
M Holdings Securities, Inc.
DECREASED
Shares45,985 from 48,492
Change-2,507 (-5%)
Value$6.6K (-$378)
Filed 2016-11-23
Sterling Investment Management, LLC
DECREASED
Shares41,376 from 41,793
Change-417 (-1%)
Value$6.0K (-$73)
Filed 2016-10-25
RKL Wealth Management LLC
DECREASED
Shares40,549 from 41,504
Change-955 (-2%)
Value$5.9K (-$201)
Filed 2016-10-21
Paradigm Financial Advisors, LLC
DECREASED
Shares37,665 from 38,574
Change-909 (-2%)
Value$5.4K (-$144)
Filed 2016-10-25
Trust Co
NEW
Shares35,605
Change+35,605
Value$5.1K
Filed 2016-10-19
Beacon Financial Group
INCREASED
Shares30,417 from 29,505
Change+912 (+3%)
Value$4.4K (+$175)
Filed 2016-10-03
BAR Harbor Wealth Management
DECREASED
Shares25,285 from 25,843
Change-558 (-2%)
Value$3.7K (-$89)
Filed 2016-10-14
Arrow Capital Management, LLC
NEW
Shares25,000
Change+25,000
Value$3.6K
Filed 2016-11-14
Tower Bridge Advisors
DECREASED
Shares23,822 from 23,852
Change-30 (0%)
Value$3.4M (-$12.0K)
Filed 2016-10-27
Cahill Financial Advisors Inc
INCREASED
Shares23,566 from 23,100
Change+466 (+2%)
Value$3.4K (+$60)
Filed 2016-11-14
Denver Investment Advisors LLC
INCREASED
Shares20,486 from 20,308
Change+178 (+1%)
Value$3.0K (+$20)
Filed 2016-11-10
HighPoint Advisor Group LLC
DECREASED
Shares18,786 from 23,186
Change-4,400 (-19%)
Value$3.0K (-$437)
Filed 2016-11-21
Nations Financial Group Inc,
INCREASED
Shares18,335 from 18,087
Change+248 (+1%)
Value$2.6K (+$30)
Filed 2016-11-14
Quantum Capital Management, LLC / NJ
DECREASED
Shares18,042 from 18,214
Change-172 (-1%)
Value$2.6K (-$30)
Filed 2016-11-15
Westwood Holdings Group Inc
NEW
Shares17,745
Change+17,745
Value$2.6K
Filed 2016-11-15
Macnealy Hoover Investment Management Inc
DECREASED
Shares16,637 from 17,287
Change-650 (-4%)
Value$2.4K (-$99)
Filed 2016-10-11
CenturyLink Investment Management Co
INCREASED
Shares16,371 from 15,169
Change+1,202 (+8%)
Value$2.4K (+$169)
Filed 2016-10-12
Capital Advantage, Inc.
DECREASED
Shares15,540 from 16,040
Change-500 (-3%)
Value$2.2K (-$77)
Filed 2016-11-02
Trust Co of Oklahoma
DECREASED
Shares15,040 from 15,290
Change-250 (-2%)
Value$2.2M (-$41.0K)
Filed 2016-10-07
RiverPoint Capital Management, LLC
NEW
Shares14,307
Change+14,307
Value$2.1K
Filed 2016-11-10
Dana Investment Advisors, Inc.
DECREASED
Shares14,031 from 24,927
Change-10,896 (-44%)
Value$2.0K (-$1.6K)
Filed 2016-11-15
Godshalk Welsh Capital Management, Inc.
DECREASED
Shares13,608 from 14,072
Change-464 (-3%)
Value$2.0K (-$71)
Filed 2016-11-14
IMA Advisory Services, Inc.
INCREASED
Shares12,564 from 12,288
Change+276 (+2%)
Value$1.8K (+$36)
Filed 2016-12-08
Portland Investment Counsel Inc.
INCREASED
Shares11,290 from 9,990
Change+1,300 (+13%)
Value$1.6K (+$185)
Filed 2016-11-14
Gerstein Fisher
NEW
Shares10,769
Change+10,769
Value$1.6K
Filed 2016-11-15
Karp Capital Management Corp
DECREASED
Shares10,758 from 11,085
Change-327 (-3%)
Value$1.6K (-$51)
Filed 2016-11-08
Kingfisher Capital LLC
DECREASED
Shares10,305 from 10,750
Change-445 (-4%)
Value$1.5K (-$17)
Filed 2016-11-15
Wade G W & Inc
NEW
Shares10,223
Change+10,223
Value$1.5K
Filed 2016-11-01
Stonebridge Capital Management Inc
INCREASED
Shares10,075 from 9,950
Change+125 (+1%)
Value$1.5K (+$15)
Filed 2016-10-17
Glassman Wealth Services
NEW
Shares10,012
Change+10,012
Value$1.4K
Filed 2016-11-14
Waldron Private Wealth LLC
DECREASED
Shares9,456 from 10,471
Change-1,015 (-10%)
Value$1.4K (-$151)
Filed 2016-11-14
Valley National Advisers Inc
NEW
Shares7,353
Change+7,353
Value$1.1K
Filed 2016-11-01
Arkansas Financial Group, Inc.
DECREASED
Shares7,202 from 7,749
Change-547 (-7%)
Value$1.0K (-$82)
Filed 2016-11-02
Bedrijfstakpensioenfonds Voor de Media PNO
UNCHANGED
Shares7,000 from 7,000
Change0 (0%)
Value$1.0K (-$3)
Filed 2016-10-31
Estabrook Capital Management
NEW
Shares6,504
Change+6,504
Value$939.6K
Filed 2016-11-14
Asset Management Group, Inc.
NEW
Shares6,289
Change+6,289
Value$909
Filed 2016-11-14
ZWJ Investment Counsel Inc
INCREASED
Shares5,837 from 5,774
Change+63 (+1%)
Value$843 (+$7)
Filed 2016-11-14
Boltwood Capital Management
INCREASED
Shares5,697 from 5,497
Change+200 (+4%)
Value$823 (+$27)
Filed 2016-10-05
Alexandria Capital, LLC
INCREASED
Shares5,660 from 5,210
Change+450 (+9%)
Value$818 (+$64)
Filed 2016-11-15
Atlantic Union Bankshares Corp
DECREASED
Shares5,463 from 5,488
Change-25 (0%)
Value$790 (-$4)
Filed 2016-10-14
Montage Investments, LLC
NEW
Shares5,450
Change+5,450
Value$787
Filed 2016-11-10
SignalPoint Asset Management, LLC
NEW
Shares5,406
Change+5,406
Value$781
Filed 2016-11-01
Fiduciary Financial Services of the Southwest Inc
NEW
Shares5,346
Change+5,346
Value$772
Filed 2016-11-09
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC
INCREASED
Shares5,283 from 5,271
Change+12 (+0%)
Value$763 ($0)
Filed 2016-11-14
WealthTrust Fairport, LLC
DECREASED
Shares5,186 from 5,689
Change-503 (-9%)
Value$749 (-$75)
Filed 2016-11-02
Family Firm, Inc.
DECREASED
Shares5,098 from 5,118
Change-20 (0%)
Value$737 (-$4)
Filed 2016-11-08
Beacon Trust Co
NEW
Shares4,326
Change+4,326
Value$625
Filed 2016-11-10
Burt Wealth Advisors
UNCHANGED
Shares4,090 from 4,090
Change0 (0%)
Value$590 (-$2)
Filed 2016-10-26
Braver Wealth Management, LLC
NEW
Shares4,079
Change+4,079
Value$589
Filed 2016-10-26
Convergence Investment Partners, LLC
NEW
Shares4,017
Change+4,017
Value$580
Filed 2016-11-10
Sharkey, Howes & Javer
DECREASED
Shares3,929 from 4,179
Change-250 (-6%)
Value$568 (-$37)
Filed 2016-11-02
Security National Trust Co
UNCHANGED
Shares3,598 from 3,598
Change0 (0%)
Value$519 (-$2)
Filed 2016-10-25
Keel Point, LLC
NEW
Shares3,503
Change+3,503
Value$506
Filed 2016-11-15
Spero-Smith Investment Advisers Inc
NEW
Shares3,461
Change+3,461
Value$500
Filed 2016-10-31
Partnervest Advisory Services LLC
DECREASED
Shares3,342 from 3,684
Change-342 (-9%)
Value$483 (-$50)
Filed 2016-10-25
Courage Miller Partners, LLC
INCREASED
Shares3,310 from 3,225
Change+85 (+3%)
Value$478 (+$11)
Filed 2016-11-07
Gemmer Asset Management LLC
INCREASED
Shares3,164 from 3,124
Change+40 (+1%)
Value$457 (+$5)
Filed 2016-10-17
Leisure Capital Management
NEW
Shares3,005
Change+3,005
Value$434
Filed 2016-11-01
Fairbanks Capital Management, Inc.
UNCHANGED
Shares2,800 from 2,800
Change0 (0%)
Value$405 ($0)
Filed 2016-10-17
Valley Wealth Managers, Inc.
NEW
Shares2,672
Change+2,672
Value$386
Filed 2016-11-09
Northstar Investment Advisors LLC
INCREASED
Shares2,540 from 2,290
Change+250 (+11%)
Value$366 (+$34)
Filed 2016-10-28
Waverly Advisors, LLC
INCREASED
Shares2,506 from 2,430
Change+76 (+3%)
Value$362 (+$10)
Filed 2016-10-27
FormulaFolio Investments, LLC
INCREASED
Shares2,497 from 1,725
Change+772 (+45%)
Value$361 (+$111)
Filed 2016-11-08
Verus Financial Partners, Inc.
DECREASED
Shares2,411 from 2,481
Change-70 (-3%)
Value$348 (-$11)
Filed 2016-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED
Shares2,320 from 2,320
Change0 (0%)
Value$335 ($0)
Filed 2016-10-18
Acropolis Investment Management, LLC
DECREASED
Shares2,280 from 2,385
Change-105 (-4%)
Value$329 (-$16)
Filed 2016-10-05
Pinkerton Wealth, LLC
DECREASED
Shares2,205 from 2,757
Change-552 (-20%)
Value$319 (-$80)
Filed 2016-11-14
Ariel Capital Advisors, LLC
INCREASED
Shares2,047 from 1,737
Change+310 (+18%)
Value$296 (+$44)
Filed 2016-10-26
Ibex Wealth Advisors
NEW
Shares1,773
Change+1,773
Value$257.0K
Filed 2016-11-07
Riggs Asset Managment Co. Inc.
INCREASED
Shares1,773 from 1,625
Change+148 (+9%)
Value$256 (+$21)
Filed 2016-11-10
Barrington Strategic Wealth Management Group LLC
NEW
Shares1,516
Change+1,516
Value$219
Filed 2016-11-14
Doolittle & Ganos Investment Counsel, LLC
NEW
Shares785
Change+785
Value$113
Filed 2016-11-09
BSW Wealth Partners
DECREASED
Shares624 from 2,509
Change-1,885 (-75%)
Value$4.3K (+$4.0K)
Filed 2016-11-10
Nelson Capital Management, LLC
DECREASED
Shares585 from 609
Change-24 (-4%)
Value$85 (-$3)
Filed 2016-10-27
Stuart Chaussee & Associates, Inc.
UNCHANGED
Shares480 from 480
Change0 (0%)
Value$69 ($0)
Filed 2016-10-06
Advisors Preferred, LLC
INCREASED
Shares412 from 292
Change+120 (+41%)
Value$60 (+$18)
Filed 2016-11-02
Lenox Wealth Advisors, Inc.
INCREASED
Shares135 from 115
Change+20 (+17%)
Value$20 (+$3)
Filed 2016-10-05
Smead Capital Management, Inc.
CLOSED
Shares0 from 863,223
Change-863,223 (-100%)
Value$0 (-$125.0K)
Filed 2016-11-07
Horan Capital Management
CLOSED
Shares0 from 143,489
Change-143,489 (-100%)
Value$0 (-$20.8K)
Filed 2016-10-27
JRM Investment Counsel, LLC
CLOSED
Shares0 from 85,855
Change-85,855 (-100%)
Value$0 (-$12.4K)
Filed 2016-11-03
Spindletop Capital, LLC
CLOSED
Shares0 from 70,000
Change-70,000 (-100%)
Value$0 (-$10.1K)
Filed 2016-11-14
Community Trust & Investment Co
CLOSED
Shares0 from 48,445
Change-48,445 (-100%)
Value$0 (-$7.0K)
Filed 2016-10-11
Wills Financial Group, Inc.
CLOSED
Shares0 from 45,877
Change-45,877 (-100%)
Value$0 (-$6.6K)
Filed 2016-11-14
Pittenger & Anderson Inc
CLOSED
Shares0 from 31,765
Change-31,765 (-100%)
Value$0 (-$4.6K)
Filed 2016-11-14
CWM, LLC
CLOSED
Shares0 from 22,080
Change-22,080 (-100%)
Value$0 (-$3.2K)
Filed 2016-10-17
Reynders McVeigh Capital Management, LLC
CLOSED
Shares0 from 16,160
Change-16,160 (-100%)
Value$0 (-$2.3K)
Filed 2016-11-07
Advisory Services Network, LLC
CLOSED
Shares0 from 15,635
Change-15,635 (-100%)
Value$0 (-$2.3K)
Filed 2016-10-07
Capital Investment Advisors, LLC
CLOSED
Shares0 from 15,211
Change-15,211 (-100%)
Value$0 (-$2.2K)
Filed 2016-10-18
Kelleher Financial Advisors
CLOSED
Shares0 from 11,328
Change-11,328 (-100%)
Value$0 (-$2.0K)
Filed 2016-11-14
Colony Group LLC
CLOSED
Shares0 from 9,517
Change-9,517 (-100%)
Value$0 (-$1.4K)
Filed 2016-11-17
Jnba Financial Advisors
CLOSED
Shares0 from 7,262
Change-7,262 (-100%)
Value$0 (-$1.1K)
Filed 2016-11-14
Albion Financial Group
CLOSED
Shares0 from 6,671
Change-6,671 (-100%)
Value$0 (-$966)
Filed 2016-11-03
Legacy Private Trust Co.
CLOSED
Shares0 from 5,595
Change-5,595 (-100%)
Value$0 (-$810)
Filed 2016-10-12
Donaldson Capital Management, LLC
CLOSED
Shares0 from 4,859
Change-4,859 (-100%)
Value$0 (-$704)
Filed 2016-11-14
Town & Country Bank & Trust Co dba First Bankers Trust Co
CLOSED
Shares0 from 3,895
Change-3,895 (-100%)
Value$0 (-$564)
Filed 2016-11-01
Bank Hapoalim BM
CLOSED
Shares0 from 3,246
Change-3,246 (-100%)
Value$0 (-$470)
Filed 2016-11-09
Montecito Bank & Trust
CLOSED
Shares0 from 2,158
Change-2,158 (-100%)
Value$0 (-$312)
Filed 2016-11-03
Forbes J M & Co LLP
CLOSED
Shares0 from 2,105
Change-2,105 (-100%)
Value$0 (-$304)
Filed 2016-11-14
Sageworth Trust Co
CLOSED
Shares0 from 2,000
Change-2,000 (-100%)
Value$0 (-$290)
Filed 2016-10-17
Bellecapital International Ltd.
CLOSED
Shares0 from 1,840
Change-1,840 (-100%)
Value$0 (-$258)
Filed 2016-11-03
Blue Chip Partners, LLC
CLOSED
Shares0 from 1,831
Change-1,831 (-100%)
Value$0 (-$265)
Filed 2016-11-04
Phocas Financial Corp.
CLOSED
Shares0 from 1,590
Change-1,590 (-100%)
Value$0 (-$230)
Filed 2016-11-15
Archford Capital Strategies, LLC
CLOSED
Shares0 from 1,416
Change-1,416 (-100%)
Value$0 (-$205)
Filed 2016-11-14
Yorkville Capital Management, LLC
N/A
Shares— from 3,949
Change-3,949 (-100%)
Value—
Select Asset Management & Trust
N/A
Shares— from 2,125
Change-2,125 (-100%)
Value—
Status
Giverny Capital Inc.
INCREASED658,180646,357+11,823+2%$93.6K$95.1K+$1.5K2016-11-08
HL Financial Services LLC
DECREASED610,262616,390-6,128-1%$89.2K$88.2K-$1.1K2016-10-25
Marathon Asset Management LLP
DECREASED407,756429,540-21,784-5%$62.4K$59.0K-$3.4K2016-10-31
Lenox Wealth Management, Inc.
INCREASED289,929288,885+1,044+0%$41.8K$41.9K+$582016-11-16
Northeast Investment Management
NEW172,481—+172,481——$24.9K—2016-11-01
Covey Capital Advisors, LLC
UNCHANGED158,886158,88600%$23.0K$23.0K-$512016-11-01
Aquamarine Capital Management, LLC
UNCHANGED140,600140,60000%$20.4K$20.3K-$452016-11-03
Braun Stacey Associates Inc
DECREASED137,664143,972-6,308-4%$20.8K$19.9K-$9572016-11-29
Parsons Capital Management Inc
NEW127,924—+127,924——$18.5K—2016-11-04
Destination Wealth Management
INCREASED123,987121,657+2,330+2%$17.6K$17.9K+$2972016-11-14
CIBC World Markets Corp
NEW102,087—+102,087——$14.7K—2016-11-14
Hendershot Investments Inc.
DECREASED94,98297,872-2,890-3%$14.2K$13.7K-$4492016-11-01
Reik & Co., LLC
UNCHANGED93,99893,99800%$13.6K$13.6K-$302016-10-27
Forsta Ap-Fonden
NEW92,008—+92,008——$13.3K—2016-12-09
BLS Capital Fondsmaeglerselskab A/S
UNCHANGED78,72878,72800%$11.4K$11.4K-$252016-10-13
Fulton Breakefield Broenniman LLC
INCREASED74,04073,590+450+1%$10.7K$10.7K+$422016-10-27
Hudson Edge Investment Partners Inc.
NEW73,540—+73,540——$10.6K—2016-11-08
Jupiter Asset Management LTD
DECREASED71,75577,000-5,245-7%$11.1K$10.4K-$7832016-11-14
Mariner, LLC
NEW67,747—+67,747——$9.8K—2016-11-14
Elkhorn Partners Limited Partnership
DECREASED58,80059,200-400-1%$8.6K$8.5K-$772016-11-10
Front Street Capital Management, Inc.
DECREASED54,19154,321-1300%$7.9K$7.8K-$362016-11-14
Dalal Street, LLC
NEW47,400—+47,400——$6.8K—2016-11-10
Alerus Financial NA
INCREASED46,86246,010+852+2%$6.7K$6.8K+$1082016-11-10
M Holdings Securities, Inc.
DECREASED45,98548,492-2,507-5%$7.0K$6.6K-$3782016-11-23
Sterling Investment Management, LLC
DECREASED41,37641,793-417-1%$6.1K$6.0K-$732016-10-25
RKL Wealth Management LLC
DECREASED40,54941,504-955-2%$6.1K$5.9K-$2012016-10-21
Paradigm Financial Advisors, LLC
DECREASED37,66538,574-909-2%$5.6K$5.4K-$1442016-10-25
Trust Co
NEW35,605—+35,605——$5.1K—2016-10-19
Beacon Financial Group
INCREASED30,41729,505+912+3%$4.2K$4.4K+$1752016-10-03
BAR Harbor Wealth Management
DECREASED25,28525,843-558-2%$3.7K$3.7K-$892016-10-14
Arrow Capital Management, LLC
NEW25,000—+25,000——$3.6K—2016-11-14
Tower Bridge Advisors
DECREASED23,82223,852-300%$3.5M$3.4M-$12.0K2016-10-27
Cahill Financial Advisors Inc
INCREASED23,56623,100+466+2%$3.3K$3.4K+$602016-11-14
Denver Investment Advisors LLC
INCREASED20,48620,308+178+1%$2.9K$3.0K+$202016-11-10
HighPoint Advisor Group LLC
DECREASED18,78623,186-4,400-19%$3.4K$3.0K-$4372016-11-21
Nations Financial Group Inc,
INCREASED18,33518,087+248+1%$2.6K$2.6K+$302016-11-14
Quantum Capital Management, LLC / NJ
DECREASED18,04218,214-172-1%$2.6K$2.6K-$302016-11-15
Westwood Holdings Group Inc
NEW17,745—+17,745——$2.6K—2016-11-15
Macnealy Hoover Investment Management Inc
DECREASED16,63717,287-650-4%$2.5K$2.4K-$992016-10-11
CenturyLink Investment Management Co
INCREASED16,37115,169+1,202+8%$2.2K$2.4K+$1692016-10-12
Capital Advantage, Inc.
DECREASED15,54016,040-500-3%$2.3K$2.2K-$772016-11-02
Trust Co of Oklahoma
DECREASED15,04015,290-250-2%$2.2M$2.2M-$41.0K2016-10-07
RiverPoint Capital Management, LLC
NEW14,307—+14,307——$2.1K—2016-11-10
Dana Investment Advisors, Inc.
DECREASED14,03124,927-10,896-44%$3.6K$2.0K-$1.6K2016-11-15
Godshalk Welsh Capital Management, Inc.
DECREASED13,60814,072-464-3%$2.0K$2.0K-$712016-11-14
IMA Advisory Services, Inc.
INCREASED12,56412,288+276+2%$1.8K$1.8K+$362016-12-08
Portland Investment Counsel Inc.
INCREASED11,2909,990+1,300+13%$1.4K$1.6K+$1852016-11-14
Gerstein Fisher
NEW10,769—+10,769——$1.6K—2016-11-15
Karp Capital Management Corp
DECREASED10,75811,085-327-3%$1.6K$1.6K-$512016-11-08
Kingfisher Capital LLC
DECREASED10,30510,750-445-4%$1.6K$1.5K-$172016-11-15
Wade G W & Inc
NEW10,223—+10,223——$1.5K—2016-11-01
Stonebridge Capital Management Inc
INCREASED10,0759,950+125+1%$1.4K$1.5K+$152016-10-17
Glassman Wealth Services
NEW10,012—+10,012——$1.4K—2016-11-14
Waldron Private Wealth LLC
DECREASED9,45610,471-1,015-10%$1.5K$1.4K-$1512016-11-14
Valley National Advisers Inc
NEW7,353—+7,353——$1.1K—2016-11-01
Arkansas Financial Group, Inc.
DECREASED7,2027,749-547-7%$1.1K$1.0K-$822016-11-02
Bedrijfstakpensioenfonds Voor de Media PNO
UNCHANGED7,0007,00000%$1.0K$1.0K-$32016-10-31
Estabrook Capital Management
NEW6,504—+6,504——$939.6K—2016-11-14
Asset Management Group, Inc.
NEW6,289—+6,289——$909—2016-11-14
ZWJ Investment Counsel Inc
INCREASED5,8375,774+63+1%$836$843+$72016-11-14
Boltwood Capital Management
INCREASED5,6975,497+200+4%$796$823+$272016-10-05
Alexandria Capital, LLC
INCREASED5,6605,210+450+9%$754$818+$642016-11-15
Atlantic Union Bankshares Corp
DECREASED5,4635,488-250%$794$790-$42016-10-14
Montage Investments, LLC
NEW5,450—+5,450——$787—2016-11-10
SignalPoint Asset Management, LLC
NEW5,406—+5,406——$781—2016-11-01
Fiduciary Financial Services of the Southwest Inc
NEW5,346—+5,346——$772—2016-11-09
Genovese Burford & Brothers Wealth & Retirement Plan Management, LLC
INCREASED5,2835,271+12+0%$763$763$02016-11-14
WealthTrust Fairport, LLC
DECREASED5,1865,689-503-9%$824$749-$752016-11-02
Family Firm, Inc.
DECREASED5,0985,118-200%$741$737-$42016-11-08
Beacon Trust Co
NEW4,326—+4,326——$625—2016-11-10
Burt Wealth Advisors
UNCHANGED4,0904,09000%$592$590-$22016-10-26
Braver Wealth Management, LLC
NEW4,079—+4,079——$589—2016-10-26
Convergence Investment Partners, LLC
NEW4,017—+4,017——$580—2016-11-10
Sharkey, Howes & Javer
DECREASED3,9294,179-250-6%$605$568-$372016-11-02
Security National Trust Co
UNCHANGED3,5983,59800%$521$519-$22016-10-25
Keel Point, LLC
NEW3,503—+3,503——$506—2016-11-15
Spero-Smith Investment Advisers Inc
NEW3,461—+3,461——$500—2016-10-31
Partnervest Advisory Services LLC
DECREASED3,3423,684-342-9%$533$483-$502016-10-25
Courage Miller Partners, LLC
INCREASED3,3103,225+85+3%$467$478+$112016-11-07
Gemmer Asset Management LLC
INCREASED3,1643,124+40+1%$452$457+$52016-10-17
Leisure Capital Management
NEW3,005—+3,005——$434—2016-11-01
Fairbanks Capital Management, Inc.
UNCHANGED2,8002,80000%$405$405$02016-10-17
Valley Wealth Managers, Inc.
NEW2,672—+2,672——$386—2016-11-09
Northstar Investment Advisors LLC
INCREASED2,5402,290+250+11%$332$366+$342016-10-28
Waverly Advisors, LLC
INCREASED2,5062,430+76+3%$352$362+$102016-10-27
FormulaFolio Investments, LLC
INCREASED2,4971,725+772+45%$250$361+$1112016-11-08
Verus Financial Partners, Inc.
DECREASED2,4112,481-70-3%$359$348-$112016-10-13
Carlton Hofferkamp & Jenks Wealth Management, LLC
UNCHANGED2,3202,32000%$335$335$02016-10-18
Acropolis Investment Management, LLC
DECREASED2,2802,385-105-4%$345$329-$162016-10-05
Pinkerton Wealth, LLC
DECREASED2,2052,757-552-20%$399$319-$802016-11-14
Ariel Capital Advisors, LLC
INCREASED2,0471,737+310+18%$252$296+$442016-10-26
Ibex Wealth Advisors
NEW1,773—+1,773——$257.0K—2016-11-07
Riggs Asset Managment Co. Inc.
INCREASED1,7731,625+148+9%$235$256+$212016-11-10
Barrington Strategic Wealth Management Group LLC
NEW1,516—+1,516——$219—2016-11-14
Doolittle & Ganos Investment Counsel, LLC
NEW785—+785——$113—2016-11-09
BSW Wealth Partners
DECREASED6242,509-1,885-75%$363$4.3K+$4.0K2016-11-10
Nelson Capital Management, LLC
DECREASED585609-24-4%$88$85-$32016-10-27
Stuart Chaussee & Associates, Inc.
UNCHANGED48048000%$69$69$02016-10-06
Advisors Preferred, LLC
INCREASED412292+120+41%$42$60+$182016-11-02
Lenox Wealth Advisors, Inc.
INCREASED135115+20+17%$17$20+$32016-10-05
Smead Capital Management, Inc.
CLOSED0863,223-863,223-100%$125.0K$0-$125.0K2016-11-07
Horan Capital Management
CLOSED0143,489-143,489-100%$20.8K$0-$20.8K2016-10-27
JRM Investment Counsel, LLC
CLOSED085,855-85,855-100%$12.4K$0-$12.4K2016-11-03
Spindletop Capital, LLC
CLOSED070,000-70,000-100%$10.1K$0-$10.1K2016-11-14
Community Trust & Investment Co
CLOSED048,445-48,445-100%$7.0K$0-$7.0K2016-10-11
Wills Financial Group, Inc.
CLOSED045,877-45,877-100%$6.6K$0-$6.6K2016-11-14
Pittenger & Anderson Inc
CLOSED031,765-31,765-100%$4.6K$0-$4.6K2016-11-14
CWM, LLC
CLOSED022,080-22,080-100%$3.2K$0-$3.2K2016-10-17
Reynders McVeigh Capital Management, LLC
CLOSED016,160-16,160-100%$2.3K$0-$2.3K2016-11-07
Advisory Services Network, LLC
CLOSED015,635-15,635-100%$2.3K$0-$2.3K2016-10-07
Capital Investment Advisors, LLC
CLOSED015,211-15,211-100%$2.2K$0-$2.2K2016-10-18
Kelleher Financial Advisors
CLOSED011,328-11,328-100%$2.0K$0-$2.0K2016-11-14
Colony Group LLC
CLOSED09,517-9,517-100%$1.4K$0-$1.4K2016-11-17
Jnba Financial Advisors
CLOSED07,262-7,262-100%$1.1K$0-$1.1K2016-11-14
Albion Financial Group
CLOSED06,671-6,671-100%$966$0-$9662016-11-03
Legacy Private Trust Co.
CLOSED05,595-5,595-100%$810$0-$8102016-10-12
Donaldson Capital Management, LLC
CLOSED04,859-4,859-100%$704$0-$7042016-11-14
Town & Country Bank & Trust Co dba First Bankers Trust Co
CLOSED03,895-3,895-100%$564$0-$5642016-11-01
Bank Hapoalim BM
CLOSED03,246-3,246-100%$470$0-$4702016-11-09
Montecito Bank & Trust
CLOSED02,158-2,158-100%$312$0-$3122016-11-03
Forbes J M & Co LLP
CLOSED02,105-2,105-100%$304$0-$3042016-11-14
Sageworth Trust Co
CLOSED02,000-2,000-100%$290$0-$2902016-10-17
Bellecapital International Ltd.
CLOSED01,840-1,840-100%$258$0-$2582016-11-03
Blue Chip Partners, LLC
CLOSED01,831-1,831-100%$265$0-$2652016-11-04
Phocas Financial Corp.
CLOSED01,590-1,590-100%$230$0-$2302016-11-15
Archford Capital Strategies, LLC
CLOSED01,416-1,416-100%$205$0-$2052016-11-14
Yorkville Capital Management, LLC
N/A—3,949-3,949-100%$572———
Select Asset Management & Trust
N/A—2,125-2,125-100%$308———
Showing 128 of 128 institutions