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Brown-Forman Class B

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
451
SevenBridge Financial Group
Pennsylvania
$291K
CC
452
Claybrook Capital
Massachusetts
$291K +$295K +3,879 New
RC
453
RegentAtlantic Capital
New Jersey
$285K +$20.4K +268 +8%
ERIM
454
Eagle Ridge Investment Management
Connecticut
$281K
PWM
455
Perigon Wealth Management
California
$272K +$1.9K +25 +0.7%
XT
456
XTX Topco
Cayman Islands
$272K +$277K +3,632 New
BCP
457
Berkeley Capital Partners
Georgia
$271K -$8.6K -113 -3%
PHAM
458
Palisades Hudson Asset Management
Florida
$271K
SCA
459
Snowden Capital Advisors
New York
$271K +$275K +3,611 New
EI
460
Ellevest Inc
New York
$268K +$3.5K +46 +1%
DILIC
461
Dai-ichi Life Insurance Company
Japan
$267K
PFS
462
Physicians Financial Services
North Carolina
$267K
KeyBank National Association
463
KeyBank National Association
Ohio
$264K -$5.18K -68 -2%
TAM
464
Todd Asset Management
Kentucky
$264K +$13.1K +172 +5%
Federated Hermes
465
Federated Hermes
Pennsylvania
$264K +$150K +1,969 +127%
AF
466
Allworth Financial
California
$261K
HCP
467
Holt Capital Partners
Texas
$261K
MCCP
468
Mission Creek Capital Partners
California
$261K
OIA
469
OneDigital Investment Advisors
Kansas
$260K +$264K +3,474 New
LOAMS
470
Lombard Odier Asset Management (Switzerland)
Switzerland
$254K +$258K +3,393 New
DLA
471
Douglas Lane & Associates
New York
$253K
VCG
472
Vantage Consulting Group
Virginia
$253K +$257K +3,370 New
GIBU
473
Gulf International Bank (UK)
United Kingdom
$252K -$15.2K -200 -6%
EGM
474
Engineers Gate Manager
New York
$250K -$3.91M -51,327 -94%
RIG
475
RiverFront Investment Group
Virginia
$249K +$9.74K +128 +4%