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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RWG
2551
Regal Wealth Group
California
$101K -$36.5K -200 -26%
LFG
2552
LifePlan Financial Group
Ohio
$100K -$4.93K -27 -5%
GC
2553
Grace Capital
Massachusetts
$89K -$63.7K -349 -41%
HWM
2554
HighMark Wealth Management
Minnesota
$89K -$5.48K -30 -6%
PR
2555
Payden & Rygel
California
$89K – – –
TI
2556
Truehand Inc
New Hampshire
$89K – – –
CIR
2557
Clear Investment Research
Georgia
$81K -$8.22K -45 -9%
APW
2558
Acima Private Wealth
Virginia
$81K – – –
JPLA
2559
Joseph P. Lucia & Associates
New York
$81K – – –
SFG
2560
Sowa Financial Group
Rhode Island
$80K – – –
CWM
2561
Cranbrook Wealth Management
Michigan
$77K – – –
EI
2562
Ellevest Inc
New York
$74K -$22.5K -123 -23%
DI
2563
Disciplined Investments
Oklahoma
$74K – – –
HS
2564
Horan Securities
United States
$72K +$10K +55 +16%
LTI
2565
Laffer Tengler Investments
Tennessee
$71.8K -$10K -55 -12%
NPP
2566
New Potomac Partners
Maryland
$71K – – –
QCMC
2567
Quantum Capital Management (California)
California
$71K – – –
SAM
2568
Sycomore Asset Management
France
$70K – – –
RWB
2569
RMR Wealth Builders
New Jersey
$69K +$70.3K +385 New
SIA
2570
Sit Investment Associates
Minnesota
$64K – – –
FMTCOCP
2571
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$61K – – –
CCMW
2572
Cypress Capital Management (Wyoming)
Wyoming
$59K – – –
VRM
2573
Vectors Research Management
New York
$56K – – –
LGWM
2574
Litman Gregory Wealth Management
California
$54K – – –
AC
2575
Asio Capital
Kentucky
$54K +$54.8K +300 New
101 102
103
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