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Berkshire Hathaway Class A
BRK.A

Name Holding Trade Value Shares
Change 		Change in
Stake
LWS
451
Lucia Wealth Services
California
$1.53M – – –
MPM
452
Meritage Portfolio Management
Kansas
$1.53M – – –
MCMT
453
Moon Capital Management (Tennessee)
Tennessee
$1.53M – – –
NFG
454
Nations Financial Group
Iowa
$1.53M – – –
NSIM
455
North Star Investment Management
Illinois
$1.53M – – –
PP
456
Palladium Partners
Virginia
$1.53M – – –
RG
457
Rathbones Group
United Kingdom
$1.53M – – –
RC
458
RBO & Co
California
$1.53M – – –
TFO
459
Tarbox Family Office
California
$1.53M – – –
WC
460
Whitnell & Co
Illinois
$1.53M – – –
RIG
461
Roosevelt Investment Group
New York
$1.53M +$313K +1 +25%
BFPW
462
BOK Financial Private Wealth
Colorado
$1.53M +$626K +2 +67%
SS
463
Simplicity Solutions
Minnesota
$1.53M +$1.25M +4 +400%
TC
464
Trilogy Capital
California
$1.53M +$1.25M +4 +400%
AIM
465
Axiom Investment Management
New York
$1.53M +$1.57M +5 New
ECG
466
Edge Capital Group
Georgia
$1.53M +$1.57M +5 New
LSA
467
L & S Advisors
California
$1.53M +$1.57M +5 New
SWP
468
Stratos Wealth Partners
Ohio
$1.53M +$1.57M +5 New
RHFI
469
Reilly Herbert Faulkner III
$1.53M +$155M +495 +9,900%
AWMG
470
Alliance Wealth Management Group
New Jersey
$1.53M +$157M +500 New
TCM
471
Towercrest Capital Management
Pennsylvania
$1.53M +$157M +500 New
IA
472
IFP Advisors
Florida
$1.51M -$313K -1 -17%
MAP
473
Milestone Advisory Partners
North Carolina
$1.51M – – –
NWS
474
Newport Wealth Strategies
California
$1.47M +$626K +2 +67%
GJIC
475
Gamble Jones Investment Counsel
California
$1.29M -$313K -1 -20%
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