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
FWM
2826
Foresight Wealth Management
Utah
$426K +$54.9K +175 +13%
OWA
2827
Opal Wealth Advisors
New York
$425K -$11.9K -38 -2%
MWA
2828
Monograph Wealth Advisors
California
$425K +$38.6K +123 +9%
HAFS
2829
Hapanowicz & Associates Financial Services
Pennsylvania
$424K – – –
HWA
2830
Heartwood Wealth Advisors
Virginia
$424K +$15.1K +48 +3%
MCA
2831
Millennium Capital Advisors
Arkansas
$422K +$129K +411 +36%
GHAM
2832
Gilman Hill Asset Management
Connecticut
$418K +$941 +3 +0.2%
GIM
2833
Guild Investment Management
California
$418K +$22K +70 +5%
WCP
2834
Wick Capital Partners
Pennsylvania
$418K +$276K +881 +135%
CWP
2835
CFM Wealth Partners
Texas
$417K +$75K +239 +19%
DWM
2836
Denver Wealth Management
Colorado
$417K +$479K +1,527 New
BMA
2837
Brooks Moore & Associates
Tennessee
$416K – – –
SSC
2838
Syverson Strege & Co
Iowa
$416K – – –
AIFAIM
2839
American Institute for Advanced Investment Management
Arizona
$415K – – –
CBC
2840
Coombe, Bender & Co
New York
$415K +$477K +1,521 New
CASB
2841
Cape Ann Savings Bank
Massachusetts
$413K -$6.27K -20 -1%
BAWC
2842
Boyce & Associates Wealth Consulting
Texas
$413K – – –
CC
2843
Corsicana & Co
Texas
$413K – – –
MCIA
2844
Mountain Capital Investment Advisors
Colorado
$413K +$22.6K +72 +5%
DPI
2845
Diversified Portfolios Inc
Michigan
$411K -$18.8K -60 -4%
LBA
2846
Lowell Blake & Associates
Massachusetts
$411K – – –
PS
2847
Portfolio Solutions
Michigan
$411K – – –
RWA
2848
Roberts Wealth Advisors
California
$411K – – –
LNWWM
2849
Laird Norton Wetherby Wealth Management
California
$410K -$17.1M -54,575 -97%
CP
2850
Capital Planning
Washington
$410K -$2.82K -9 -0.6%
112 113
114
115 116