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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
2501
Geller Advisors
New York
$683K -$157K -551 -18%
CYG
2502
Clean Yield Group
Vermont
$683K – – –
SWM
2503
Sendero Wealth Management
Texas
$682K -$410K -1,441 -36%
WP
2504
Wealthspan Partners
Iowa
$680K +$13.4K +47 +2%
W
2505
Wealthquest
Ohio
$679K – – –
BFA
2506
Bill Few Associates
Pennsylvania
$677K – – –
FPF
2507
First Pacific Financial
Washington
$676K +$49.8K +175 +7%
DP
2508
Denver PWM
Colorado
$675K – – –
SW
2509
SkyOak Wealth
Michigan
$674K +$1.71K +6 +0.2%
SAM
2510
Strategic Asset Management
Minnesota
$674K +$5.69K +20 +0.8%
KCM
2511
Kornitzer Capital Management
Kansas
$673K -$24.2K -85 -3%
PC
2512
Permit Capital
Pennsylvania
$672K – – –
PSP
2513
Principal Street Partners
Tennessee
$672K +$716K +2,516 New
ZB
2514
Zions Bancorporation
Utah
$671K -$61.2K -215 -8%
PFG
2515
PAX Financial Group
Texas
$669K -$6.83K -24 -0.9%
ACM
2516
Ategra Capital Management
Virginia
$669K -$15.9K -56 -2%
TA
2517
TCM Advisors
West Virginia
$668K – – –
JWM
2518
Jupiter Wealth Management
Colorado
$667K – – –
WJA
2519
Willis Johnson & Associates
Texas
$666K -$99.3K -349 -12%
FCAG
2520
First Capital Advisors Group
New Jersey
$666K -$13.4K -47 -2%
PW
2521
Peninsula Wealth
California
$664K +$569 +2 +0.1%
AFT
2522
Alpha Family Trust
California
$662K +$96.8K +340 +16%
SAG
2523
Spotlight Asset Group
Illinois
$662K +$666K +2,342 New
VFP
2524
Verus Financial Partners
Virginia
$661K +$21.1K +74 +3%
RRA
2525
Round Rock Advisors
Connecticut
$660K -$2.56K -9 -0.4%
99 100
101
102 103