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Brown-Forman Class B

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
451
Atria Wealth Solutions
New York
$302K +$2.92K +45 +1%
AF
452
Allworth Financial
California
$300K +$3.51K +54 +1%
FIA
453
Foundations Investment Advisors
Arizona
$300K +$303K +4,665 New
SFG
454
SevenBridge Financial Group
Pennsylvania
$300K
GIP
455
Greatmark Investment Partners
Georgia
$297K
BAM
456
Berkshire Asset Management
Pennsylvania
$297K +$300K +4,615 New
SSW
457
Smith Shellnut Wilson
Mississippi
$295K
BWM
458
BNC Wealth Management
Oregon
$294K +$60.1K +926 +25%
RWP
459
Ridgecrest Wealth Partners
California
$291K
CWS
460
Confluence Wealth Services
Pennsylvania
$283K +$286K +4,411 New
OSAM
461
O'Shaughnessy Asset Management
Connecticut
$281K -$757K -11,649 -73%
BAMF
462
BI Asset Management Fondsmaeglerselskab
Denmark
$281K +$117K +1,809 +71%
WCM
463
Weik Capital Management
Pennsylvania
$279K -$16.2K -250 -5%
MML Investors Services
464
MML Investors Services
Massachusetts
$275K -$243K -3,743 -47%
PWM
465
Perigon Wealth Management
California
$275K -$20.9K -322 -7%
CPIA
466
Cornell Pochily Investment Advisors
New York
$275K
JMPWA
467
JP Morgan Private Wealth Advisors
California
$274K -$269K -4,142 -49%
SFI
468
Siemens Fonds Invest
Germany
$273K +$130 +2 +0%
WIA
469
Westbourne Investment Advisors
Maryland
$271K
RWM
470
Revisor Wealth Management
Ohio
$271K +$273K +4,211 New
IBOK
471
Independence Bank of Kentucky
Kentucky
$269K
SA
472
Syntax Advisors
New York
$266K +$22.5K +347 +9%
VCG
473
Vantage Consulting Group
Virginia
$266K +$22.5K +347 +9%
IA
474
IFP Advisors
Florida
$265K -$278K -4,279 -47%
OAM
475
Oppenheimer Asset Management
New York
$262K -$10.7K -165 -4%