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Berkshire Hathaway Class A
BRK.A

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
551
Kingswood Wealth Advisors
California
$3.99M – – –
LK
552
Lumbard & Kellner
New Hampshire
$3.99M – – –
MCWS
553
McKinley Carter Wealth Services
West Virginia
$3.99M – – –
MCM
554
MV Capital Management
Maryland
$3.99M – – –
NCM
555
Narwhal Capital Management
Georgia
$3.99M – – –
NB
556
NBT Bank
New York
$3.99M – – –
OL
557
one8zero8 LLC
North Carolina
$3.99M – – –
OCM
558
Osterweis Capital Management
California
$3.99M – – –
PRA
559
Pine Ridge Advisers
New York
$3.99M – – –
RC
560
RBO & Co
California
$3.99M – – –
RCYC
561
Richard C. Young & Co
Rhode Island
$3.99M – – –
RCM
562
RMR Capital Management
California
$3.99M – – –
SBWIC
563
Schaper Benz & Wise Investment Counsel
Wisconsin
$3.99M – – –
SDWIA
564
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$3.99M – – –
VFIC
565
Valley Forge Investment Consultants
Pennsylvania
$3.99M – – –
WTA
566
Washington Trust Advisors
Massachusetts
$3.99M – – –
ZIG
567
Zullo Investment Group
Pennsylvania
$3.99M – – –
UCFA
568
United Capital Financial Advisors
Texas
$3.99M +$729K +1 +25%
MFG
569
Merit Financial Group
Georgia
$3.99M +$1.46M +2 +67%
YIH
570
Y-Intercept (HK)
Hong Kong
$3.99M +$2.92M +4 +400%
AWA
571
Aaron Wealth Advisors
Illinois
$3.99M +$3.65M +5 New
AA
572
Addison Advisors
Vermont
$3.99M +$3.65M +5 New
AWM
573
Angeles Wealth Management
California
$3.99M +$3.65M +5 New
BF
574
Blankinship & Foster
California
$3.99M +$3.65M +5 New
CCM
575
Coldstream Capital Management
Washington
$3.99M +$3.65M +5 New
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