1/100 BERKSHIRE HTWY CLA 100 S shareholder history

Current and past 1/100 BERKSHIRE HTWY CLA 100 S shareholders
	Period		Weighting			Quarter
Company	Longest	Shortest	Min.	Avg.	Max.	First	Latest	↓ Count
KANAWHA CAPITAL MANAGEMENT LLC	42	42	0.07%	0.11%	0.16%	Q2 2013	Q3 2023	42
CORTLAND ASSOCIATES INC/MO	42	42	0.54%	0.78%	1.17%	Q2 2013	Q3 2023	42
ORLEANS CAPITAL MANAGEMENT CORP/LA	27	14	0.18%	0.43%	0.79%	Q2 2013	Q3 2023	41
OGOREK ANTHONY JOSEPH /NY/ /ADV	36	36	0.30%	0.40%	0.54%	Q4 2014	Q3 2023	36
OARSMAN CAPITAL, INC.	27	9	0.26%	0.49%	0.81%	Q2 2013	Q2 2022	36
Azimuth Capital Management LLC	36	36	0.04%	0.05%	0.07%	Q2 2013	Q1 2022	36
NORTH STAR ASSET MANAGEMENT INC	31	4	0.02%	0.03%	0.03%	Q3 2014	Q3 2023	35
Lesa Sroufe & Co	23	1	0.12%	0.31%	0.57%	Q2 2013	Q3 2023	35
SHAPIRO CAPITAL MANAGEMENT LLC	31	4	0.01%	0.01%	0.02%	Q3 2014	Q3 2023	35
Accredited Investors Inc.	27	5	0.06%	0.56%	3.63%	Q3 2013	Q3 2023	32
CLIFFORD SWAN INVESTMENT COUNSEL LLC	31	31	0.07%	0.11%	0.15%	Q2 2013	Q4 2020	31
BRADLEY FOSTER & SARGENT INC/CT	28	3	0.09%	0.10%	0.18%	Q2 2013	Q1 2021	31
ARGENT CAPITAL MANAGEMENT LLC	26	1	0.01%	0.01%	0.02%	Q4 2014	Q3 2023	29
BALASA DINVERNO & FOLTZ LLC	28	28	0.59%	0.98%	1.37%	Q2 2013	Q1 2020	28
Suncoast Equity Management	27	1	0.03%	0.07%	0.09%	Q2 2015	Q3 2022	28
Cohen Capital Management, Inc.	23	4	0.05%	0.07%	0.08%	Q3 2014	Q4 2021	27
STEWART & PATTEN CO LLC	27	27	0.07%	0.09%	0.13%	Q2 2013	Q4 2019	27
VAN STRUM & TOWNE INC.	23	4	0.13%	0.18%	0.27%	Q3 2014	Q3 2021	27
Whitegate Investment Counselors, Inc.	12	1	1.17%	1.63%	3.38%	Q1 2014	Q3 2023	26
InterOcean Capital, LLC	26	26	0.05%	0.11%	0.19%	Q2 2013	Q3 2019	26
BOSTON ADVISORS LLC	26	26	0.01%	0.02%	0.04%	Q2 2013	Q3 2019	26
Spectrum Asset Management, Inc. (NB/CA)	25	25	0.37%	0.64%	0.80%	Q4 2014	Q4 2020	25
Financial Management Professionals, Inc.	20	5	0.09%	0.19%	0.28%	Q2 2013	Q3 2023	25
WBH ADVISORY INC	24	24	0.06%	0.11%	0.26%	Q3 2014	Q2 2020	24
HOLLENCREST CAPITAL MANAGEMENT	24	24	0.15%	0.29%	0.36%	Q2 2014	Q1 2020	24
American Money Management, LLC	19	1	0.12%	0.29%	0.78%	Q4 2013	Q3 2023	24
Asset Management Group, Inc.	13	10	0.18%	0.21%	0.25%	Q1 2014	Q4 2019	23
Main Street Research LLC	21	1	0.17%	0.30%	0.71%	Q2 2015	Q2 2021	23
SVA Wealth Management, LLC	23	23	0.06%	0.09%	0.21%	Q4 2013	Q2 2019	23
PRIVATE ASSET MANAGEMENT INC	22	22	0.05%	0.21%	0.60%	Q2 2018	Q3 2023	22
Apriem Advisors	22	22	0.06%	0.07%	0.08%	Q2 2013	Q3 2018	22
TOWER BRIDGE ADVISORS	11	1	0.03%	0.07%	0.12%	Q4 2016	Q3 2023	22
Cascade Investment Advisors, Inc.	22	22	0.21%	0.27%	0.37%	Q4 2016	Q1 2022	22
Heritage Wealth Advisors	21	21	0.08%	0.13%	0.20%	Q3 2018	Q3 2023	21
LATHROP INVESTMENT MANAGEMENT CORP	20	20	0.16%	0.19%	0.23%	Q4 2018	Q3 2023	20
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC	16	4	0.03%	0.04%	0.07%	Q3 2014	Q4 2019	20
VAUGHAN DAVID INVESTMENTS LLC/IL	14	2	0.01%	0.01%	0.02%	Q3 2014	Q3 2023	20
DARRELL & KING LLC	16	4	0.13%	0.19%	0.26%	Q4 2015	Q4 2020	20
Marietta Wealth Management, LLC	19	19	0.18%	0.26%	0.39%	Q4 2016	Q2 2021	19
Next Capital Management LLC	15	1	0.45%	0.59%	0.80%	Q4 2018	Q3 2023	18
Douglass Winthrop Advisors, LLC	18	18	0.08%	0.16%	0.21%	Q2 2019	Q3 2023	18
KCM INVESTMENT ADVISORS LLC	18	18	0.02%	0.03%	0.09%	Q3 2014	Q4 2018	18
ACR Alpine Capital Research, LLC	18	18	0.03%	0.05%	0.08%	Q2 2013	Q3 2017	18
Geneva Advisors, LLC	17	17	0.02%	0.03%	0.05%	Q2 2013	Q2 2017	17
Windsor Financial Group, LLC	17	17	0.12%	0.19%	0.23%	Q2 2013	Q2 2017	17
SCHAPER BENZ & WISE INVESTMENT COUNSEL INC/WI	16	16	0.33%	0.40%	0.50%	Q3 2018	Q2 2022	16
ALBION FINANCIAL GROUP /UT	16	16	0.03%	0.04%	0.05%	Q4 2016	Q3 2020	16
MAI Capital Management	16	16	0.09%	0.11%	0.13%	Q4 2019	Q3 2023	16
Lenox Wealth Management, Inc.	15	15	0.41%	0.81%	1.67%	Q4 2016	Q2 2020	15
Cheviot Value Management, LLC	15	15	0.10%	0.11%	0.12%	Q1 2020	Q3 2023	15
CapWealth Advisors, LLC	15	15	0.08%	0.09%	0.11%	Q2 2018	Q4 2021	15
PROFESSIONAL ADVISORY SERVICES INC	10	4	0.05%	0.05%	0.06%	Q3 2014	Q2 2018	14
HARBOUR INVESTMENT MANAGEMENT LLC	14	14	0.19%	0.22%	0.26%	Q1 2019	Q2 2022	14
Cribstone Capital Management, LLC	14	14	1.06%	1.21%	1.39%	Q2 2016	Q3 2019	14
MYCIO WEALTH PARTNERS, LLC	14	14	0.28%	0.31%	0.34%	Q2 2013	Q3 2016	14
CORNERCAP INVESTMENT COUNSEL INC	10	1	0.08%	0.09%	0.11%	Q1 2017	Q4 2020	14
Garde Capital, Inc.	13	13	0.08%	0.10%	0.14%	Q3 2020	Q3 2023	13
GUYASUTA INVESTMENT ADVISORS INC	13	13	0.08%	0.14%	0.24%	Q2 2013	Q2 2016	13
TRAIN BABCOCK ADVISORS LLC	5	2	0.08%	0.11%	0.14%	Q3 2013	Q1 2017	12
BOSTON FINANCIAL MANGEMENT LLC	12	12	0.04%	0.04%	0.04%	Q4 2016	Q3 2019	12
ZEKE CAPITAL ADVISORS, LLC	11	11	1.54%	1.93%	2.26%	Q2 2013	Q4 2015	11
America First Investment Advisors, LLC	11	11	2.55%	2.91%	3.30%	Q1 2015	Q3 2017	11
Sierra Capital LLC	11	11	0.13%	0.15%	0.17%	Q1 2021	Q3 2023	11
FIRST NATIONAL CORP /MA/ /ADV	10	1	0.37%	0.44%	0.56%	Q4 2018	Q2 2023	11
LOUNTZIS ASSET MANAGEMENT, LLC	11	11	0.26%	0.27%	0.30%	Q1 2021	Q3 2023	11
Octavia Wealth Advisors, LLC	9	1	0.20%	0.22%	0.24%	Q1 2021	Q3 2023	10
BRR OpCo, LLC	9	1	7.98%	10.50%	12.04%	Q4 2016	Q3 2020	10
ENTERPRISE FINANCIAL SERVICES CORP	10	10	0.40%	0.47%	0.52%	Q1 2019	Q2 2021	10
Aviance Capital Partners, LLC	10	10	0.61%	0.70%	0.76%	Q3 2013	Q4 2015	10
Financial Avengers, Inc.	6	4	0.28%	0.41%	0.86%	Q4 2020	Q3 2023	10
PREMIER ASSET MANAGEMENT LLC	6	4	0.05%	0.06%	0.06%	Q3 2014	Q2 2017	10
CPWM, LLC	6	4	0.08%	0.10%	0.14%	Q2 2015	Q4 2017	10
Vision Capital Management, Inc.	10	10	0.06%	0.07%	0.09%	Q4 2019	Q1 2022	10
Elk River Wealth Management, LLC	7	2	0.41%	0.47%	0.58%	Q4 2020	Q3 2023	9
WILKINS INVESTMENT COUNSEL INC	9	9	0.30%	0.36%	0.43%	Q3 2021	Q3 2023	9
Wealth Architects, LLC	9	9	0.47%	0.51%	0.54%	Q3 2015	Q3 2017	9
MARSHALL & SULLIVAN INC /WA/	9	9	0.26%	0.28%	0.30%	Q4 2014	Q4 2016	9
Kelman-Lazarov, Inc.	5	4	0.61%	0.70%	0.80%	Q1 2016	Q2 2018	9
Bartlett & Co. LLC	9	9	0.55%	0.58%	0.67%	Q4 2021	Q4 2023	9
DAVIDSON & GARRARD INC	5	4	0.05%	0.05%	0.06%	Q3 2014	Q1 2017	9
Parkside Financial Bank & Trust	6	2	0.65%	0.87%	1.20%	Q2 2013	Q2 2015	8
Stonebridge Capital Advisors LLC	4	4	0.07%	0.08%	0.09%	Q3 2014	Q4 2016	8
FORT PITT CAPITAL GROUP INC	7	1	0.10%	0.10%	0.11%	Q2 2013	Q3 2015	8
BBVA USA Bancshares, Inc.	7	7	0.02%	0.03%	0.05%	Q3 2013	Q1 2015	7
RE Dickinson Investment Advisors, LLC	4	3	0.03%	0.68%	1.42%	Q4 2021	Q3 2023	7
Burt Wealth Advisors	4	3	0.16%	0.20%	0.24%	Q1 2015	Q2 2017	7
Chesley Taft & Associates LLC	7	7	0.04%	0.05%	0.05%	Q2 2020	Q4 2021	7
ATLAS CAPITAL ADVISORS LLC	4	1	0.20%	0.24%	0.31%	Q2 2018	Q2 2023	7
LODESTAR INVESTMENT COUNSEL LLC/IL	7	7	0.06%	0.07%	0.08%	Q4 2017	Q2 2019	7
REILLY FINANCIAL ADVISORS, LLC	4	3	0.04%	0.04%	0.05%	Q2 2014	Q1 2016	7
Sand Hill Global Advisors, LLC	5	2	0.03%	0.10%	0.27%	Q2 2015	Q1 2017	7
DOWLING & YAHNKE LLC	6	6	0.02%	0.03%	0.03%	Q1 2016	Q2 2017	6
WEDGEWOOD INVESTORS INC /PA/	6	6	0.58%	0.64%	0.72%	Q2 2022	Q3 2023	6
HEADINVEST, LLC	6	6	0.07%	0.09%	0.10%	Q3 2019	Q4 2020	6
Azimuth Capital Investment Management LLC	6	6	0.06%	0.07%	0.08%	Q2 2022	Q3 2023	6
PWMCO, LLC	6	6	0.78%	0.85%	0.97%	Q4 2018	Q1 2020	6
Laird Norton Wetherby Trust Company, LLC	6	6	0.27%	0.30%	0.34%	Q4 2020	Q1 2022	6
AlphaMark Advisors, LLC	2	1	0.23%	0.28%	0.39%	Q1 2018	Q1 2022	5
RESOURCES MANAGEMENT CORP /CT/ /ADV	2	1	0.06%	0.06%	0.07%	Q4 2018	Q3 2021	5
Capital Advantage, Inc.	3	2	0.80%	0.85%	0.92%	Q2 2017	Q3 2018	5
Unconventional Investor, LLC	5	5	3.11%	3.31%	3.54%	Q3 2022	Q3 2023	5
KLCM Advisors, Inc.	5	5	0.07%	0.07%	0.08%	Q2 2017	Q2 2018	5
Kingfisher Capital LLC	5	5	0.11%	0.13%	0.14%	Q3 2022	Q3 2023	5
Clarius Group, LLC	5	5	0.46%	0.56%	0.62%	Q1 2016	Q1 2017	5
COLONY GROUP LLC	3	1	0.01%	0.02%	0.02%	Q2 2017	Q1 2019	5
FORT PITT CAPITAL GROUP, LLC	5	5	0.10%	0.10%	0.11%	Q4 2015	Q4 2016	5
Evanston Investments, Inc., dba Evanston Advisors	3	1	0.06%	0.07%	0.08%	Q4 2016	Q4 2017	4
Mariner Wealth Advisors-Cincinnati, LLC	3	1	0.03%	0.04%	0.06%	Q4 2013	Q1 2015	4
PETTYJOHN, WOOD & WHITE, INC	4	4	0.10%	0.10%	0.10%	Q2 2019	Q1 2020	4
Old North State Trust, LLC	4	4	0.62%	0.71%	0.83%	Q4 2022	Q3 2023	4
Baldwin Investment Management, LLC	4	4	40.33%	44.42%	47.25%	Q4 2021	Q3 2022	4
Alaska Wealth Advisors	4	4	0.45%	0.50%	0.54%	Q4 2017	Q3 2018	4
MONETA GROUP INVESTMENT ADVISORS LLC	4	4	0.21%	0.36%	0.44%	Q2 2014	Q1 2015	4
PITTENGER & ANDERSON INC	2	1	1.04%	1.08%	1.13%	Q2 2014	Q2 2018	4
Yellowstone Partners, LLC	4	4	0.09%	0.11%	0.12%	Q3 2014	Q2 2015	4
OLD DOMINION CAPITAL MANAGEMENT INC	4	4	0.21%	0.23%	0.24%	Q3 2014	Q2 2015	4
RAND WEALTH, LLC	4	4	0.13%	0.14%	0.18%	Q2 2013	Q1 2014	4
VESTOR CAPITAL, LLC	2	1	0.07%	0.16%	0.35%	Q4 2014	Q3 2023	3
WealthStone, Inc.	2	1	0.13%	3.70%	10.82%	Q1 2019	Q2 2020	3
Vigilant Capital Management, LLC	3	3	0.04%	0.07%	0.08%	Q3 2019	Q1 2020	3
YCG, LLC	3	3	0.30%	0.36%	0.39%	Q2 2013	Q4 2013	3
CONCENTRIC WEALTH MANAGEMENT, LLC	1	1	0.13%	0.15%	0.18%	Q3 2021	Q3 2023	3
Sargent Bickham Lagudis LLC	3	3	0.49%	0.55%	0.64%	Q3 2016	Q1 2017	3
Sandy Spring Bank	3	3	0.12%	0.13%	0.13%	Q2 2013	Q4 2013	3
Lenox Wealth Advisors, LLC	1	1	0.05%	0.07%	0.09%	Q4 2014	Q3 2020	2
L & S Advisors Inc	2	2	0.05%	0.05%	0.06%	Q4 2017	Q1 2018	2
Quaker Capital Investments, LLC	2	2	0.17%	0.17%	0.18%	Q2 2022	Q3 2022	2
DOVER ADVISORS, LLC	1	1	7.35%	7.97%	8.59%	Q4 2022	Q2 2023	2
VISTA CAPITAL PARTNERS, INC.	2	2	0.06%	0.06%	0.06%	Q3 2021	Q4 2021	2
PALLADIUM PARTNERS LLC	2	2	0.02%	0.02%	0.02%	Q4 2021	Q1 2022	2
PATTEN & PATTEN INC/TN	2	2	0.05%	0.07%	0.09%	Q2 2023	Q3 2023	2
Hunter Perkins Capital Management, LLC	2	2	0.26%	0.51%	0.77%	Q2 2020	Q3 2020	2
3Chopt Investment Partners, LLC	2	2	0.99%	1.01%	1.02%	Q4 2022	Q1 2023	2
Angeles Investment Advisors, LLC	2	2	0.34%	0.37%	0.40%	Q3 2019	Q4 2019	2
RVW Wealth, LLC	2	2	0.00%	0.02%	0.05%	Q3 2021	Q4 2021	2
FAIRFIELD, BUSH & CO.	2	2	0.05%	0.07%	0.09%	Q2 2013	Q3 2013	2
D'Orazio & Associates, Inc.	2	2	0.15%	0.16%	0.17%	Q4 2014	Q1 2015	2
West Oak Capital, LLC	2	2	0.30%	0.31%	0.32%	Q2 2015	Q3 2015	2
Barton Investment Management	1	1	0.31%	0.43%	0.56%	Q1 2015	Q3 2020	2
FAIRVIEW CAPITAL INVESTMENT MANAGEMENT, LLC	1	1	0.02%	0.02%	0.02%	Q1 2018	Q1 2018	1
SEGALL BRYANT & HAMILL, LLC	1	1	0.09%	0.09%	0.09%	Q3 2022	Q3 2022	1
Sonora Investment Management, LLC	1	1	0.04%	0.04%	0.04%	Q2 2019	Q2 2019	1
MOUNTAIN PACIFIC INVESTMENT ADVISERS INC/ID	1	1	0.05%	0.05%	0.05%	Q2 2013	Q2 2013	1
Symmetry Partners, LLC	1	1	0.03%	0.03%	0.03%	Q4 2020	Q4 2020	1
NAVELLIER & ASSOCIATES INC	1	1	0.10%	0.10%	0.10%	Q2 2023	Q2 2023	1
Kovitz Investment Group Partners, LLC	1	1	0.03%	0.03%	0.03%	Q2 2020	Q2 2020	1
Jupiter Wealth Management LLC	1	1	3.79%	3.79%	3.79%	Q3 2023	Q3 2023	1
LYELL WEALTH MANAGEMENT, LP	1	1	0.46%	0.46%	0.46%	Q4 2016	Q4 2016	1
Carnick & Kubik, LLC	1	1	0.83%	0.83%	0.83%	Q1 2016	Q1 2016	1
IMA Wealth, Inc.	1	1	0.45%	0.45%	0.45%	Q4 2016	Q4 2016	1
Caprock Group, LLC	1	1	1.47%	1.47%	1.47%	Q4 2014	Q4 2014	1
FIRST FOUNDATION ADVISORS	1	1	0.30%	0.30%	0.30%	Q1 2014	Q1 2014	1
Steward Financial Group LLC	1	1	0.42%	0.42%	0.42%	Q4 2021	Q4 2021	1
Mariner, LLC	1	1	0.01%	0.01%	0.01%	Q2 2015	Q2 2015	1
BOK Financial Private Wealth, Inc.	1	1	0.03%	0.03%	0.03%	Q4 2021	Q4 2021	1
Inscription Capital, LLC	1	1	0.14%	0.14%	0.14%	Q3 2020	Q3 2020	1
FOUNDERS CAPITAL MANAGEMENT, LLC	1	1	0.13%	0.13%	0.13%	Q3 2014	Q3 2014	1
CAMPBELL NEWMAN ASSET MANAGEMENT INC	1	1	0.04%	0.04%	0.04%	Q4 2020	Q4 2020	1
ASPIRIANT HOLDINGS S3, LLC	1	1	0.19%	0.19%	0.19%	Q4 2014	Q4 2014	1
WFA of San Diego, LLC	1	1	0.32%	0.32%	0.32%	Q1 2021	Q1 2021	1
NOVARE CAPITAL MANAGEMENT LLC	1	1	0.54%	0.54%	0.54%	Q1 2015	Q1 2015	1
Kathleen S. Wright Associates Inc.	1	1	0.29%	0.29%	0.29%	Q3 2023	Q3 2023	1
Brightworth	1	1	0.07%	0.07%	0.07%	Q2 2018	Q2 2018	1
Crosspoint Capital Strategies, LLC	1	1	0.68%	0.68%	0.68%	Q3 2015	Q3 2015	1
SILVERCREST ASSET MANAGEMENT GROUP LLC	1	1	0.00%	0.00%	0.00%	Q4 2014	Q4 2014	1
SUMMITRY LLC	1	1	0.02%	0.02%	0.02%	Q1 2016	Q1 2016	1
GODSEY & GIBB, INC	1	1	0.08%	0.08%	0.08%	Q1 2016	Q1 2016	1
Hanson & Doremus Investment Management	1	1	0.30%	0.30%	0.30%	Q4 2022	Q4 2022	1
Regis Management CO LLC	1	1	0.05%	0.05%	0.05%	Q3 2018	Q3 2018	1

This page lists all the filers that currently own 1/100 BERKSHIRE HTWY CLA 100 S or have owned 1/100 BERKSHIRE HTWY CLA 100 S in the past.