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Brown-Forman Class B

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
501
Simon Quick Advisors
New Jersey
$247K +$255K +3,756 New
ERIM
502
Eagle Ridge Investment Management
Connecticut
$246K
LWP
503
Lumature Wealth Partners
Georgia
$245K -$10.9K -161 -4%
UCFA
504
United Capital Financial Advisors
Texas
$243K +$11.8K +174 +5%
BWM
505
BNC Wealth Management
Oregon
$239K -$5.56K -82 -2%
VFA
506
Voya Financial Advisors
Connecticut
$237K -$6.58K -97 -3%
PHAM
507
Palisades Hudson Asset Management
Florida
$237K
MG
508
Meritage Group
California
$236K +$244K +3,599 New
ASN
509
Advisory Services Network
Georgia
$235K -$205K -3,026 -46%
JIC
510
Johnson Investment Counsel
Ohio
$231K -$27.1K -400 -10%
IWC
511
Integrated Wealth Concepts
Massachusetts
$230K -$19.2K -283 -7%
AS
512
AM Squared
Hong Kong
$230K +$237K +3,500 New
CMS
513
Capital Market Strategies
Florida
$229K +$237K +3,492 New
HCP
514
Holt Capital Partners
Texas
$229K
GTAM
515
Global Trust Asset Management
Florida
$222K -$18.1K -267 -7%
PFS
516
Physicians Financial Services
North Carolina
$221K
DLA
517
Douglas Lane & Associates
New York
$220K -$2.04K -30 -0.9%
PAS
518
Park Avenue Securities
New York
$219K +$227K +3,340 New
TAM
519
Todd Asset Management
Kentucky
$215K
KGC
520
Kennon-Green & Company
Ohio
$213K +$220K +3,238 New
CIC
521
Chilton Investment Company
Connecticut
$212K
MC
522
Maverick Capital
Texas
$210K -$323K -4,767 -60%
SRG
523
SBB Research Group
Illinois
$208K +$215K +3,172 New
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
524
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$208K -$190K -2,796 -47%
BPA
525
Beacon Pointe Advisors
California
$207K +$214K +3,159 New