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Brown-Forman Class B

Name Holding Trade Value Shares
Change
Change in
Stake
BWA
401
Beam Wealth Advisors
Louisiana
$479K +$782 +11 +0.2%
OIA
402
OneDigital Investment Advisors
Kansas
$472K +$63.9K +899 +16%
JMPWA
403
JP Morgan Private Wealth Advisors
California
$467K +$7.4K +104 +2%
EDRH
404
Edmond de Rothschild Holding
Switzerland
$462K +$782 +11 +0.2%
TI
405
Tidal Investments
Wisconsin
$459K +$448K +6,302 New
VFA
406
Voya Financial Advisors
Connecticut
$450K -$35.3K -496 -7%
CIBC World Market
407
CIBC World Market
Ontario, Canada
$444K -$5.12K -72 -1%
CL
408
CPWM LLC
Washington
$440K
RHBC
409
R.H. Bluestein & Co
Michigan
$437K
SIC
410
Schwartz Investment Counsel
Michigan
$423K -$142K -2,000 -26%
HI
411
Hendershot Investments
Virginia
$422K
WIC
412
Woodmont Investment Counsel
Tennessee
$418K
RC
413
RegentAtlantic Capital
New Jersey
$417K +$101K +1,423 +33%
OQS
414
Occudo Quantitative Strategies
Florida
$413K -$186K -2,619 -32%
OWP
415
Obermeyer Wealth Partners
Colorado
$410K
AP
416
Advisor Partners
California
$408K +$2.63K +37 +0.7%
Two Sigma Advisers
417
Two Sigma Advisers
New York
$406K +$397K +5,575 New
GEA
418
Glen Eagle Advisors
New Jersey
$401K
OSAM
419
O'Shaughnessy Asset Management
Connecticut
$399K +$282K +3,969 +263%
GT
420
Greenleaf Trust
Michigan
$392K +$61K +858 +19%
IBOK
421
Independence Bank of Kentucky
Kentucky
$390K -$17.1K -240 -4%
JIC
422
Joel Isaacson & Co
New York
$383K
IA
423
IFP Advisors
Florida
$374K +$53.1K +746 +17%
GG
424
Gleason Group
Kentucky
$366K +$6.19K +87 +2%
HSA
425
HBK Sorce Advisory
Pennsylvania
$365K +$14.7K +207 +4%