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BRK.B icon

Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
WWMSC
2501
Wagner Wealth Management (South Carolina)
South Carolina
$878K – – –
ACA
2502
Affinity Capital Advisors
California
$876K -$14.8K -50 -2%
BCM
2503
Barden Capital Management
Texas
$876K +$842K +2,836 New
AIA
2504
Allied Investment Advisors
Montana
$874K +$17.5K +59 +2%
WLIM
2505
White Lighthouse Investment Management
Massachusetts
$873K – – –
JLBC
2506
J.L. Bainbridge & Co
Florida
$872K +$12.2K +41 +1%
SWP
2507
ShoreHaven Wealth Partners
New Jersey
$871K – – –
CSIA
2508
Carl Stuart Investment Advisor
Texas
$870K +$196K +660 +31%
RHAM
2509
Round Hill Asset Management
California
$870K – – –
PPW
2510
Pasadena Private Wealth
California
$870K +$5.94K +20 +0.7%
ERWM
2511
Elk River Wealth Management
Colorado
$867K -$22.9K -77 -3%
IFAM
2512
Institutional & Family Asset Management
Colorado
$867K +$297 +1 +0%
AAF
2513
Andra AP-fonden
Sweden
$865K +$832K +2,800 New
SIG
2514
Spinnaker Investment Group
California
$859K +$32.7K +110 +4%
MPW
2515
MGO Private Wealth
California
$859K -$297 -1 -0%
ONST
2516
Old North State Trust
North Carolina
$857K +$5.94K +20 +0.7%
HA
2517
Hofer & Associates
California
$856K +$58.8K +198 +8%
SG
2518
Strid Group
Pennsylvania
$854K – – –
SSWM
2519
Sheets Smith Wealth Management
North Carolina
$853K -$87.3K -294 -10%
OPWM
2520
Oakwell Private Wealth Management
Texas
$853K -$17.5K -59 -2%
PSP
2521
Principal Street Partners
Tennessee
$850K +$69.8K +235 +9%
TFF
2522
The Family Firm
Maryland
$848K +$10.1K +34 +0.1%
FCFC
2523
First Commonwealth Financial Corp
Pennsylvania
$846K +$421K +1,416 +107%
BCM
2524
Bienville Capital Management
New York
$846K – – –
SWM
2525
SeaCrest Wealth Management
New York
$844K – – –
99 100
101
102 103