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Berkshire Hathaway Class A

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
751
Maltin Wealth Management
New Jersey
$2.25M – – –
MGWM
752
Marks Group Wealth Management
Minnesota
$2.25M – – –
MC
753
Middleton & Co
Massachusetts
$2.25M – – –
MIM
754
Montgomery Investment Management
Maryland
$2.25M – – –
MQWP
755
Morey & Quinn Wealth Partners
Nebraska
$2.25M – – –
NF
756
NavPoint Financial
Minnesota
$2.25M – – –
NBWM
757
North Berkeley Wealth Management
California
$2.25M – – –
PJWM
758
Philip James Wealth Mangement
Georgia
$2.25M – – –
RWC
759
Rare Wolf Capital
Washington
$2.25M – – –
RC
760
Roundview Capital
New Jersey
$2.25M – – –
RCWM
761
Royal Capital Wealth Management
Indiana
$2.25M – – –
SFG
762
SageGuard Financial Group
Tennessee
$2.25M – – –
SMA
763
Sage Mountain Advisors
Georgia
$2.25M – – –
SDWMA
764
Schneider Downs Wealth Management Advisors
Pennsylvania
$2.25M – – –
SWA
765
SFMG Wealth Advisors
Texas
$2.25M – – –
SLA
766
Silver Lake Advisory
Utah
$2.25M – – –
SPA
767
Sound Portfolio Advisors
Connecticut
$2.25M – – –
SAMC
768
Spectrum Asset Management (California)
California
$2.25M – – –
SWP
769
Stratos Wealth Partners
Ohio
$2.25M – – –
Vanguard National Trust
770
Vanguard National Trust
Pennsylvania
$2.25M – – –
WAOI
771
Wealth Advisors of Iowa
Iowa
$2.25M – – –
WB
772
Webster Bank
Connecticut
$2.25M – – –
PWM
773
Perigon Wealth Management
California
$2.25M +$721K +1 +50%
DIG
774
Daniel Investment Group
Michigan
$2.25M +$2.16M +3 New
EAM
775
Erste Asset Management
Austria
$2.25M +$2.16M +3 New