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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CBB
2601
Citizens Business Bank
California
$591K -$777K -2,730 -55%
CWM
2602
Concentric Wealth Management
California
$590K – – –
JWS
2603
Juncture Wealth Strategies
Arizona
$590K +$77.4K +272 +14%
HCM
2604
Hengehold Capital Management
Ohio
$589K +$12.5K +44 +2%
LFA
2605
Legend Financial Advisors
Pennsylvania
$588K -$21.9K -77 -3%
NCM
2606
Noesis Capital Mangement
Florida
$587K +$11.4K +40 +2%
CIA
2607
Cascade Investment Advisors
Oregon
$585K -$176K -620 -24%
FDS
2608
First Dallas Securities
Texas
$581K – – –
MGAM
2609
McGowan Group Asset Management
Texas
$581K – – –
CWM
2610
CarsonAllaria Wealth Management
Illinois
$581K +$41.8K +147 +7%
FMP
2611
Financial Management Professionals
Texas
$579K +$2.85K +10 +0.5%
BCMLT
2612
Beacon Capital Management LLC (Tennessee)
Tennessee
$578K -$7.11K -25 -1%
PWM
2613
Prentice Wealth Management
New York
$577K +$614K +2,159 New
CPW
2614
Catalyst Private Wealth
California
$576K -$1.99K -7 -0.3%
VC
2615
Veracity Capital
Georgia
$576K +$28.5K +100 +5%
EWA
2616
ERTS Wealth Advisors
Michigan
$575K -$3.98K -14 -0.6%
SI
2617
SimpliFi Inc
California
$574K – – –
KIC
2618
Keating Investment Counselors
Florida
$573K – – –
TFO
2619
Tarbox Family Office
California
$571K – – –
VBCG
2620
Valley Brook Capital Group
Pennsylvania
$570K – – –
WFA
2621
Wipfli Financial Advisors
Wisconsin
$570K +$35K +123 +6%
SIA
2622
Sage Investment Advisers
New York
$570K +$154K +540 +34%
AF
2623
Alerus Financial
North Dakota
$569K -$15.9K -56 -3%
HCM
2624
Highview Capital Management
Illinois
$569K +$39.8K +140 +7%
ECM
2625
Estabrook Capital Management
New York
$569K -$70.6K -248 -10%
103 104
105
106 107