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
DAM
2726
Diamant Asset Management
Connecticut
$550K -$1.43K -5 -0.3%
APC
2727
Asset Planning Corporation
Tennessee
$550K – – –
UWPG
2728
Ullmann Wealth Partners Group
Florida
$550K +$50.1K +175 +11%
IAG
2729
Investmark Advisory Group
Connecticut
$550K +$528K +1,842 New
CNWM
2730
Clay Northam Wealth Management
California
$549K +$526K +1,835 New
WFA
2731
Wipfli Financial Advisors
Wisconsin
$547K +$38.7K +135 +8%
ACM
2732
AUA Capital Management
Pennsylvania
$546K – – –
IC
2733
Iconiq Capital
California
$544K +$111K +389 +27%
BWM
2734
Bulltick Wealth Management
Florida
$542K -$259K -906 -33%
CWM
2735
Cedar Wealth Management
California
$542K +$24.9K +87 +5%
SPP
2736
Single Point Partners
Massachusetts
$541K +$518K +1,808 New
OA
2737
Oxbow Advisors
Texas
$540K -$16.3M -56,888 -97%
TWP
2738
Tower Wealth Partners
Pennsylvania
$538K – – –
MA
2739
MBA Advisors
Pennsylvania
$538K +$93.4K +326 +22%
CWM
2740
Campbell Wealth Management
Virginia
$537K – – –
KLWA
2741
Kelly Lawrence W & Associates
California
$536K – – –
JWS
2742
Juncture Wealth Strategies
Arizona
$535K – – –
BAM
2743
Boyar Asset Management
New York
$534K +$94.2K +329 +23%
CG
2744
Corundum Group
Colorado
$533K +$69.9K +244 +16%
TWP
2745
Tempus Wealth Planning
California
$532K – – –
HWM
2746
Hohimer Wealth Management
Washington
$527K -$43K -150 -8%
DIP
2747
DT Investment Partners
Pennsylvania
$526K -$197K -688 -28%
IWA
2748
IBEX Wealth Advisors
New Jersey
$526K -$51.3K -179 -9%
TPWM
2749
Twelve Points Wealth Management
Massachusetts
$526K +$504K +1,758 New
PIA
2750
Powell Investment Advisors
Florida
$525K – – –
108 109
110
111 112