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Berkshire Hathaway Class A
BRK.A

Name Holding Trade Value Shares
Change 		Change in
Stake
KM
501
KP Management
Minnesota
$4.37M – – –
PIMG
502
Patriot Investment Management Group
Tennessee
$4.37M – – –
PHWM
503
Pine Harbor Wealth Management
Maryland
$4.37M – – –
RGC
504
Roberts, Glore & Co
Illinois
$4.37M – – –
SMA
505
Sage Mountain Advisors
Georgia
$4.37M – – –
WT
506
Washington Trust
Rhode Island
$4.37M – – –
WHG
507
Westwood Holdings Group
Texas
$4.37M – – –
WIC
508
Whitegate Investment Counselors
New Hampshire
$4.37M – – –
WAG
509
Windsor Advisory Group
Ohio
$4.37M – – –
ZIC
510
ZWJ Investment Counsel
Georgia
$4.37M – – –
AFO
511
Allie Family Office
Florida
$4.37M +$762K +1 +20%
GIA
512
Gladstone Institutional Advisory
Florida
$4.37M +$762K +1 +20%
MCWS
513
McKinley Carter Wealth Services
West Virginia
$4.37M +$762K +1 +20%
NSIM
514
North Star Investment Management
Illinois
$4.37M +$1.52M +2 +50%
AUB
515
Atlantic Union Bankshares
Virginia
$4.37M +$4.57M +6 New
CBA
516
Coastal Bridge Advisors
Connecticut
$4.37M +$4.57M +6 New
TA
517
Townsend & Associates
Colorado
$4.36M – – –
NL
518
NWAM LLC
Washington
$4.32M – – –
WPC
519
Wedmont Private Capital
Pennsylvania
$4.32M – – –
BP
520
BNP Paribas
France
$3.65M – – –
AWM
521
Aprio Wealth Management
Georgia
$3.64M -$2.29M -3 -38%
BP
522
Ballentine Partners
Massachusetts
$3.64M -$2.29M -3 -38%
GFP
523
Gryphon Financial Partners
Ohio
$3.64M -$1.52M -2 -29%
MSR
524
Main Street Research
Connecticut
$3.64M -$1.52M -2 -29%
AWM
525
Avondale Wealth Management
Texas
$3.64M -$762K -1 -17%
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