We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
DP
2501
Denver PWM
Colorado
$764K +$14.6K +51 +2%
BFA
2502
Bill Few Associates
Pennsylvania
$764K +$732K +2,555 New
ATFA
2503
All Terrain Financial Advisors
Minnesota
$763K -$401K -1,400 -35%
KPWG
2504
KFA Private Wealth Group
Virginia
$763K -$25.2K -88 -3%
PSP
2505
Principal Street Partners
Tennessee
$761K +$113K +393 +18%
OPW
2506
Oxler Private Wealth
New York
$760K -$28.6K -100 -4%
BHBT
2507
Burke & Herbert Bank & Trust
Virginia
$760K – – –
PS
2508
Planned Solutions
California
$760K +$728K +2,541 New
PHIMC
2509
Private Harbour Investment Management & Counsel
Ohio
$756K -$28.6K -100 -4%
WTFG
2510
Wells Trecaso Financial Group
Ohio
$756K – – –
SSCA
2511
South Shore Capital Advisors
Massachusetts
$753K +$91.7K +320 +15%
SW
2512
SkyOak Wealth
Michigan
$752K -$15.5K -54 -2%
MWP
2513
Madison Wealth Partners
Wisconsin
$752K +$5.73K +20 +0.8%
IP
2514
Ignite Planners
California
$752K +$671K +2,343 New
MIM
2515
Marco Investment Management
Georgia
$750K -$2.86K -10 -0.4%
CP
2516
CenterBook Partners
Connecticut
$750K +$718K +2,507 New
CWG
2517
Crown Wealth Group
North Carolina
$750K +$719K +2,510 New
SAM
2518
Strategic Asset Management
Minnesota
$749K – – –
GA
2519
Greenhaven Associates
New York
$748K – – –
CIG
2520
Cairn Investment Group
Washington
$747K – – –
GG
2521
Gleason Group
Kentucky
$747K – – –
DAM
2522
Deltec Asset Management
New York
$747K +$716K +2,500 New
CCP
2523
Clarkston Capital Partners
Michigan
$743K +$4.01K +14 +0.6%
IAG
2524
Investment Advisory Group
Massachusetts
$743K +$666K +2,324 New
CMS
2525
Capital Market Strategies
Florida
$742K +$711K +2,481 New
99 100
101
102 103