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
JWM
2851
JGP Wealth Management
Oregon
$444K -$6.87K -24 -2%
ML
2852
McAdam LLC
Pennsylvania
$444K +$9.45K +33 +2%
AL
2853
ADE LLC
Maryland
$443K – – –
CCFM
2854
Clear Creek Financial Management
Washington
$442K +$23.2K +81 +6%
RFO
2855
RiverGlades Family Offices
Florida
$441K – – –
CIAS
2856
CBIZ Investment Advisory Services
Ohio
$441K +$422K +1,474 New
RRCM
2857
Rappaport Reiches Capital Management
Illinois
$440K +$3.72K +13 +0.9%
RWA
2858
Roberts Wealth Advisors
California
$440K -$1.43K -5 -0.3%
MTIC
2859
Missouri Trust & Investment Company
Missouri
$440K +$421K +1,471 New
WB
2860
West Bancorporation
Iowa
$440K +$421K +1,471 New
SFG
2861
SevenBridge Financial Group
Pennsylvania
$438K – – –
HWM
2862
Hemington Wealth Management
Virginia
$438K +$31.5K +110 +6%
GCMG
2863
Gyroscope Capital Management Group
Florida
$437K +$143K +500 +52%
CWM
2864
CCG Wealth Management
California
$435K – – –
VCM
2865
Viewpoint Capital Management
Washington
$434K +$415K +1,450 New
OWA
2866
Outlook Wealth Advisors
Texas
$433K +$63.3K +221 +18%
ETIA
2867
Epic Trust Investment Advisors
Washington
$433K +$415K +1,448 New
WAS
2868
WESPAC Advisors SoCal
California
$431K -$12.3K -43 -3%
4WM
2869
44 Wealth Management
Oregon
$431K -$8.31K -29 -2%
VWA
2870
VERITY Wealth Advisors
United States
$431K – – –
VFIC
2871
Valley Forge Investment Consultants
Pennsylvania
$431K +$126K +440 +44%
SL
2872
Salomon & Ludwin
Virginia
$431K +$185K +645 +81%
EWA
2873
EverSource Wealth Advisors
Alabama
$430K +$412K +1,437 New
GAB
2874
German American Bancorp
Indiana
$429K – – –
MM
2875
Meridian Management
Arkansas
$428K -$43K -150 -9%
113 114
115
116 117