BBH(BBH)
BBH
| Holder | Shares | Date | Change | % Held |
|---|---|---|---|---|
| Conservest Capital Advisors, Inc. | 19.77K | Jun 30, 26 | -511 | 1.03% |
| Paragon Private Wealth Management, LLC | 13.92K | Jun 30, 26 | -1.45K | 0.72% |
| COMMONWEALTH EQUITY SERVICES, LLC | 11.02K | Jun 30, 26 | +982 | 0.57% |
| ALTFEST L J & CO INC | 8.71K | Jun 30, 26 | +199 | 0.45% |
| Institute for Wealth Management, LLC. | 7.44K | Jun 30, 26 | -- | 0.39% |
| ASPIRIANT, LLC | 3.35K | Jun 30, 26 | -- | 0.17% |
| Kestra Advisory Services, LLC | 3.22K | Jun 30, 26 | -183 | 0.17% |
| FLAGSHIP HARBOR ADVISORS, LLC | 2.51K | Jun 30, 26 | +160 | 0.13% |
| Pine Valley Investments Ltd Liability Co | 1.95K | Jun 30, 26 | -- | 0.10% |
| Banque Cantonale Vaudoise | 1.44K | Jun 30, 26 | -95 | 0.07% |
| Hummer Financial Advisory Services Inc | 1.41K | Jun 30, 26 | -- | 0.07% |
| Cambridge Investment Research Advisors, Inc. | 1.34K | Jun 30, 26 | +64 | 0.07% |
| Cyndeo Wealth Partners, LLC | 1.30K | Jun 30, 26 | -- | 0.07% |
| Private Advisor Group, LLC | 1.15K | Jun 30, 26 | -- | 0.06% |
| Robertson Stephens Wealth Management, LLC | 1.13K | Jun 30, 26 | -275 | 0.06% |
| Belvedere Trading LLC | 1.11K | Jun 30, 26 | +506 | 0.06% |
| Focus Financial Network, Inc. | 1.09K | Jun 30, 26 | -- | 0.06% |
| HOWARD WEALTH MANAGEMENT, LLC | 1.01K | Jun 30, 26 | +1.01K | 0.05% |
| BRYN MAWR TRUST Co | 800 | Jun 30, 26 | -- | 0.04% |
| Integrity Financial Corp /WA | 664 | Jun 30, 26 | -- | 0.03% |
| Farther Finance Advisors, LLC | 486 | Jun 30, 26 | -- | 0.03% |
| LFA - Lugano Financial Advisors SA | 310 | Jun 30, 26 | -- | 0.02% |
| SBI Securities Co., Ltd. | 305 | Jun 30, 26 | +17 | 0.02% |
| North Star Investment Management Corp. | 204 | Jun 30, 26 | -- | 0.01% |
| CITIGROUP INC | 199 | Jun 30, 26 | -1.05K | 0.01% |
| CoreCap Advisors, LLC | 190 | Jun 30, 26 | -- | 0.01% |
| Founders Capital Management | 100 | Jun 30, 26 | -- | 0.01% |
| WHITTIER TRUST CO | 100 | Jun 30, 26 | -- | 0.01% |
| Financial Perspectives, Inc | 88 | Jun 30, 26 | -- | 0.00% |
| 1 NORTH WEALTH SERVICES LLC | 79 | Jun 30, 26 | -- | 0.00% |
| IFP Advisors, Inc | 40 | Jun 30, 26 | -- | 0.00% |
| AdvisorNet Financial, Inc | 32 | Jun 30, 26 | -- | 0.00% |
| Pacifica Partners Inc. | 25 | Jun 30, 26 | -- | 0.00% |
| AE Wealth Management LLC | 11 | Jun 30, 26 | -- | 0.00% |
| Triumph Capital Management | 8 | Jun 30, 26 | -- | 0.00% |
| Darwin Wealth Management, LLC | 5 | Jun 30, 26 | -- | 0.00% |
| MWA Asset Management | -- | Jun 30, 26 | -119 | -- |
| JFS WEALTH ADVISORS, LLC | -- | Jun 30, 26 | -150 | -- |
| Sound Income Strategies, LLC | -- | Jun 30, 26 | -28 | -- |
| GOLDMAN SACHS GROUP INC | 102.08K | Mar 31, 26 | -- | 5.30% |
| RAYMOND JAMES FINANCIAL INC | 69.56K | Mar 31, 26 | -2.45K | 3.61% |
| BANK OF AMERICA CORP /DE/ | 66.34K | Mar 31, 26 | +20.38K | 3.45% |
| Miller Investment Management, LP | 38.96K | Mar 31, 26 | +37 | 2.02% |
| MORGAN STANLEY | 32.92K | Mar 31, 26 | -26.09K | 1.71% |
| WELLS FARGO & COMPANY/MN | 32.82K | Mar 31, 26 | +3.46K | 1.70% |
| LPL Financial LLC | 26.55K | Mar 31, 26 | -5.26K | 1.38% |
| GFS Advisors, LLC | 21.64K | Mar 31, 26 | +21.64K | 1.12% |
| UBS Group AG | 16.59K | Mar 31, 26 | -3.58K | 0.86% |
| Bleakley Financial Group, LLC | 15.42K | Mar 31, 26 | -2.33K | 0.80% |
| ROYAL BANK OF CANADA | 13.84K | Mar 31, 26 | +565 | 0.72% |
| Rockefeller Capital Management L.P. | 11.86K | Mar 31, 26 | -- | 0.62% |
| CITADEL ADVISORS LLC | 9.51K | Mar 31, 26 | +9.51K | 0.49% |
| STIFEL FINANCIAL CORP | 7.30K | Mar 31, 26 | +452 | 0.38% |
| PEAPACK GLADSTONE FINANCIAL CORP | 7.20K | Mar 31, 26 | -- | 0.37% |
| Wealthfront Advisers LLC | 7.00K | Mar 31, 26 | +1.49K | 0.36% |
| AMERIPRISE FINANCIAL INC | 6.55K | Mar 31, 26 | +135 | 0.34% |
| TWO SIGMA INVESTMENTS, LP | 6.10K | Mar 31, 26 | -5.70K | 0.32% |
| Cerity Partners LLC | 5.55K | Mar 31, 26 | -242 | 0.29% |
| ATLAS CAPITAL ADVISORS LLC | 5.45K | Mar 31, 26 | -250 | 0.28% |
| Aspen Grove Capital, LLC | 4.92K | Mar 31, 26 | -2.52K | 0.26% |
| HighTower Advisors, LLC | 4.67K | Mar 31, 26 | -1.91K | 0.24% |
| SEGALL BRYANT & HAMILL, LLC | 4.59K | Mar 31, 26 | +4.59K | 0.24% |
| PACIFIC SUN FINANCIAL CORP | 4.13K | Mar 31, 26 | +20 | 0.21% |
| JONES FINANCIAL COMPANIES LLLP | 4.07K | Mar 31, 26 | -279 | 0.21% |
| JPMORGAN CHASE & CO | 4.06K | Mar 31, 26 | +1.86K | 0.21% |
| PNC FINANCIAL SERVICES GROUP, INC. | 4.04K | Mar 31, 26 | +42 | 0.21% |
| Navis Wealth Advisors, LLC | 4.00K | Mar 31, 26 | -- | 0.21% |
| Janney Montgomery Scott LLC | 3.04K | Mar 31, 26 | +100 | 0.16% |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | 2.58K | Mar 31, 26 | +1.39K | 0.13% |
| UNITED CAPITAL FINANCIAL ADVISERS, LLC | 2.52K | Mar 31, 26 | -- | 0.13% |
| Cetera Investment Advisers | 2.06K | Mar 31, 26 | -49 | 0.11% |
| Williams Jones Wealth Management, LLC. | 2.00K | Mar 31, 26 | -- | 0.10% |
| UBS ASSET MANAGEMENT AMERICAS INC | 1.72K | Mar 31, 26 | +1.67K | 0.09% |
| FMR LLC | 1.60K | Mar 31, 26 | +554 | 0.08% |
| Blue Fin Capital, Inc. | 1.54K | Mar 31, 26 | -- | 0.08% |
| Independent Advisor Alliance | 1.36K | Mar 31, 26 | +1.36K | 0.07% |
| COMMERCE BANK | 1.30K | Mar 31, 26 | -- | 0.07% |
| Creative Planning | 1.25K | Mar 31, 26 | -142 | 0.06% |
| CITIGROUP INC | 1.25K | Mar 31, 26 | +1.25K | 0.06% |
| Gotham Asset Management, LLC | 1.14K | Mar 31, 26 | +1.14K | 0.06% |
| CIBC WORLD MARKET INC. | 1.11K | Mar 31, 26 | -64 | 0.06% |
| PHILADELPHIA TRUST CO | 1.10K | Mar 31, 26 | -- | 0.06% |
| CI Private Wealth, LLC | 1.08K | Mar 31, 26 | -4.40K | 0.06% |
| Integrated Wealth Concepts LLC | 1.08K | Mar 31, 26 | +1.08K | 0.06% |
| Evelyn Partners Asset Management Ltd | 941 | Mar 31, 26 | -- | 0.05% |
| UMB Bank, n.a. | 900 | Mar 31, 26 | -- | 0.05% |
| ADVISOR GROUP HOLDINGS, INC. | 873 | Mar 31, 26 | -14 | 0.05% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 854 | Mar 31, 26 | -325 | 0.04% |
| HUNTINGTON NATIONAL BANK | 700 | Mar 31, 26 | -- | 0.04% |
| FIFTH THIRD BANCORP | 675 | Mar 31, 26 | +675 | 0.04% |
| Allworth Financial LP | 426 | Mar 31, 26 | -- | 0.02% |
| Manchester Capital Management LLC | 300 | Mar 31, 26 | -- | 0.02% |
| BANK OF MONTREAL /CAN/ | 287 | Mar 31, 26 | -- | 0.01% |
| MAI Capital Management | 265 | Mar 31, 26 | -- | 0.01% |
| BLAIR WILLIAM & CO/IL | 225 | Mar 31, 26 | -- | 0.01% |
| CWM, LLC | 225 | Mar 31, 26 | -- | 0.01% |
| Truvestments Capital LLC | 220 | Mar 31, 26 | -- | 0.01% |
| Tidemark, LLC | 207 | Mar 31, 26 | -- | 0.01% |
| Coastline Trust Co | 190 | Mar 31, 26 | -- | 0.01% |
| HARBOUR INVESTMENTS, INC. | 182 | Mar 31, 26 | -13 | 0.01% |
| BlackRock, Inc. | 165 | Mar 31, 26 | -- | 0.01% |
| Anchor Investment Management, LLC | 160 | Mar 31, 26 | -- | 0.01% |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 113 | Mar 31, 26 | -- | 0.01% |
| HighMark Wealth Management LLC | 80 | Mar 31, 26 | -- | 0.00% |
| Larson Financial Group LLC | 70 | Mar 31, 26 | -- | 0.00% |
| NewEdge Advisors, LLC | 37 | Mar 31, 26 | -2 | 0.00% |
| Millstone Evans Group, LLC | 37 | Mar 31, 26 | -- | 0.00% |
| CARDIFF PARK ADVISORS, LLC | 35 | Mar 31, 26 | -- | 0.00% |
| Qube Research & Technologies Ltd | 24 | Mar 31, 26 | -- | 0.00% |
| Ameritas Investment Partners, Inc. | 20 | Mar 31, 26 | -- | 0.00% |
| WealthShield Partners, LLC | 7 | Mar 31, 26 | +7 | 0.00% |
| Empowered Funds, LLC | -- | Mar 31, 26 | -200 | -- |
| MML INVESTORS SERVICES, LLC | -- | Mar 31, 26 | -2.03K | -- |
| ENVESTNET ASSET MANAGEMENT INC | -- | Mar 31, 26 | -1.76K | -- |
| GSA CAPITAL PARTNERS LLP | -- | Mar 31, 26 | -2.23K | -- |
| NORTHERN TRUST CORP | -- | Mar 31, 26 | -1.10K | -- |
| Strategic Financial Services, Inc, | -- | Mar 31, 26 | -1.33K | -- |
| JANE STREET GROUP, LLC | -- | Mar 31, 26 | -1.20K | -- |
| Continuum Advisory, LLC | -- | Mar 31, 26 | -1.26K | -- |
| SIMPLEX TRADING, LLC | -- | Mar 31, 26 | -125 | -- |
| CIBC Private Wealth Group, LLC | 4.96K | Dec 31, 25 | -- | 0.26% |
| COMERICA BANK | 675 | Dec 31, 25 | -- | 0.04% |
| Global Retirement Partners, LLC | 154 | Dec 31, 25 | +30 | 0.01% |
| FSA Wealth Management LLC | 305 | Sep 30, 25 | -- | 0.02% |
| EWG Elevate Inc. | -- | Sep 30, 25 | -2.37K | -- |
| Tyler-Stone Wealth Management | 1.31K | Jun 30, 25 | -- | 0.07% |
| Raymond James Financial Services Advisors, Inc. | 18.02K | Sep 30, 24 | -589 | 0.94% |
| RAYMOND JAMES & ASSOCIATES | 6.27K | Sep 30, 24 | -35 | 0.33% |
| HYMAN CHARLES D | 1.20K | Jun 30, 24 | +1.20K | 0.06% |
| Cetera Advisor Networks LLC | 5.37K | Mar 31, 24 | +106 | 0.28% |
| FOCUS FINANCIAL NETWORK INC /ADV | 14.08K | Dec 31, 23 | +14.08K | 0.73% |
| TELEMUS CAPITAL, LLC | 3.04K | Dec 31, 23 | -75 | 0.16% |
| WADE G W & INC | 1.29K | Dec 31, 23 | -- | 0.07% |
| FIRST REPUBLIC INVESTMENT MANAGEMENT, INC. | 8.49K | Sep 30, 23 | +5.58K | 0.44% |
| COMERICA SECURITIES,INC. | 3.12K | Sep 30, 23 | -- | 0.16% |
| VALLEY FINANCIAL MANAGEMENT, INC. | 17.65K | Jun 30, 23 | +284 | 0.92% |
| First National Bank of South Miami | 1.60K | Jun 30, 23 | -830 | 0.08% |
| Kistler-Tiffany Companies, LLC | 475 | Jun 30, 23 | -- | 0.02% |
| GAMBLE JONES INVESTMENT COUNSEL | 5.70K | Dec 31, 22 | -- | 0.30% |
| MURPHY CAPITAL MANAGEMENT INC | 30.07K | Jun 30, 22 | -680 | 1.56% |
| BREWIN DOLPHIN LTD | 1.92K | Jun 30, 22 | -- | 0.10% |
| Nauset Wealth Management. LLC | 1.02K | Mar 31, 22 | +1.02K | 0.05% |
| KINGS POINT CAPITAL MANAGEMENT | 270 | Mar 31, 22 | -- | 0.01% |
| Lenox Wealth Advisors, LLC | 100 | Mar 31, 22 | -- | 0.01% |
| Freedman Financial Associates, Inc. | 70 | Mar 31, 22 | +70 | 0.00% |
| Carroll Financial Associates, Inc. | 76 | Dec 31, 21 | -- | 0.00% |
| NEXT Financial Group, Inc | -- | Dec 31, 21 | -75 | -- |
| BHF RG Capital Inc. | -- | Sep 30, 21 | -3.56K | -- |
| Sonora Investment Management, LLC | -- | Sep 30, 21 | -48 | -- |
| Winslow, Evans & Crocker, Inc. | 125 | Dec 31, 20 | +125 | 0.01% |
| ROWLAND CARMICHAEL ADVISORS INC /ADV | 60 | Dec 31, 20 | +60 | 0.00% |
| Wealthspire Advisors, L.P. | 7.23K | Sep 30, 20 | +7.23K | 0.38% |
| First Allied Advisory Services, Inc. | 3.39K | Sep 30, 20 | -384 | 0.18% |
| NORTHSTAR WEALTH PARTNERS LLC | 1.58K | Sep 30, 20 | +195 | 0.08% |
| RENAISSANCE INVESTMENT CONSULTANTS HOLDING COMPANY, LLC | -- | Sep 30, 20 | -1.37K | -- |
| Lenox Wealth Management, Inc. | 153 | Jun 30, 20 | +153 | 0.01% |
| LADENBURG THALMANN FINANCIAL SERVICES INC. | 1.08K | Dec 31, 19 | -122 | 0.06% |
| Advisor Group, Inc. | 632 | Dec 31, 19 | -310 | 0.03% |
| SUNTRUST BANKS INC | 3.74K | Sep 30, 19 | +195 | 0.19% |
| WILLIAMS JONES & ASSOCIATES LLC | 3.51K | Jun 30, 19 | -- | 0.18% |
| AVIANCE CAPITAL MANAGEMENT, LLC | 7.05K | Mar 31, 19 | -349 | 0.37% |
| Ceros Financial Services Inc. | 542 | Mar 31, 19 | +542 | 0.03% |
| TRAIN BABCOCK ADVISORS LLC | 7.24K | Dec 31, 17 | +7.24K | 0.38% |
| PRIVATE CAPITAL MANAGEMENT INC | -- | Sep 30, 17 | -1.00K | -- |
| Commonwealth Equity Services, Inc | 13.19K | Jun 30, 17 | -8.00K | 0.68% |
| WFG Advisors, LP | 49 | Jun 30, 17 | -37 | 0.00% |
| Virtu KCG Holdings LLC | -- | Jun 30, 17 | -2.24K | -- |
| MSI Financial Services Inc | 5.99K | Dec 31, 16 | -164 | 0.31% |
| Stanford Investment Group, Inc. | 1.14K | Dec 31, 16 | +4 | 0.06% |
| EDMOND DE ROTHSCHILD (SUISSE) S.A. | 1.75K | Sep 30, 16 | -75 | 0.09% |
| Edmond de Rothschild (Europe) | 130 | Sep 30, 16 | -- | 0.01% |
| SOCIETE GENERALE | 4.04K | Jun 30, 16 | +4.04K | 0.21% |