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Brown-Forman Class B
BF.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
476
Revisor Wealth Management
Ohio
$264K -$16.6K -260 -6%
SAM
477
Strategy Asset Managers
California
$262K +$3.2K +50 +1%
LWP
478
Lumature Wealth Partners
Georgia
$260K -$1.28K -20 -0.5%
QT
479
Quantamental Technologies
New York
$259K +$248K +3,874 New
PFM
480
Privium Fund Management
Netherlands
$259K +$250K +3,900 New
KGC
481
Kennon-Green & Company
Ohio
$258K +$15.4K +240 +7%
SA
482
Syntax Advisors
New York
$253K -$21.9K -342 -8%
VCG
483
Vantage Consulting Group
Virginia
$253K -$21.9K -342 -8%
ERIM
484
Eagle Ridge Investment Management
Connecticut
$250K – – –
IWC
485
Integrated Wealth Concepts
Massachusetts
$250K +$240K +3,746 New
DADC
486
D.A. Davidson & Co
Montana
$249K -$3.78K -59 -2%
RFC
487
Regions Financial Corp
Alabama
$248K -$309K -4,832 -57%
PHAM
488
Palisades Hudson Asset Management
Florida
$241K – – –
UAML
489
US Asset Management LLC
Pennsylvania
$235K -$27.9K -436 -11%
MG
490
Meritage Group
California
$235K -$5.82K -91 -3%
ASN
491
Advisory Services Network
Georgia
$234K -$1.54K -24 -0.7%
AS
492
AM Squared
Hong Kong
$234K – – –
HCP
493
Holt Capital Partners
Texas
$233K – – –
T
494
TRUADVICE
Florida
$229K -$27.1K -423 -12%
GTAM
495
Global Trust Asset Management
Florida
$226K – – –
PFS
496
Physicians Financial Services
North Carolina
$225K – – –
SCM
497
Stevens Capital Management
Pennsylvania
$225K +$216K +3,370 New
CBNLCF
498
Cognios Beta Neutral Large Cap Fund
Kansas
$223K -$748K -11,685 -78%
DLA
499
Douglas Lane & Associates
New York
$223K – – –
MIM
500
Morningstar Investment Management
Illinois
$220K +$210K +3,289 New
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