We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B

Name Holding Trade Value Shares
Change
Change in
Stake
HF
3001
Halpern Financial
Virginia
$24.3K +$23.1K +95 New
MS
3002
Mizuho Securities
Japan
$24K +$1.7K +7 +8%
NIM
3003
NuWave Investment Management
New Jersey
$24K +$22.8K +94 New
FC
3004
Fiduciary Counselling
Minnesota
$21K +$19.7K +81 New
EIM
3005
Essex Investment Management
Massachusetts
$19K – – –
MWC
3006
MBM Wealth Consultants
Missouri
$13K +$243 +1 +2%
SWM
3007
Strategic Wealth Management
Washington
$12K – – –
JIR
3008
James Investment Research
Ohio
$10K – – –
EW
3009
Emerson Wealth
Michigan
$6K +$5.83K +24 New
SCA
3010
Stuart Chaussee & Associates
California
$6K +$5.83K +24 New
EAM
3011
Eukles Asset Management
Ohio
$6K +$6.07K +25 New
FPW
3012
Flagship Private Wealth
Massachusetts
$5.25K – – –
TCM
3013
TD Capital Management
Tennessee
$5K – – –
MGI
3014
MayTech Global Investments
New York
$4K – – –
PC
3015
Permanens Capital
New York
$4K +$1.46K +6 +60%
LFASL
3016
Lugano Financial Advisors SA (LFA)
Switzerland
$3K -$544K -2,239 -100%
CAM
3017
ClariVest Asset Management
California
$3K – – –
UFF
3018
USA Financial Formulas
Michigan
$2K – – –
SHCM
3019
Silver Heights Capital Management
Ontario, Canada
$2K +$1.7K +7 New
DI
3020
DRH Investments
California
$1K – – –
AAM
3021
Anglepoint Asset Management
Cayman Islands
– -$148M -638,100 Closed
Janney Montgomery Scott
3022
Janney Montgomery Scott
Pennsylvania
– -$88.2M -380,558 Closed
MSA
3023
Mason Street Advisors
Wisconsin
– -$62.2M -268,463 Closed
CM
3024
Crestline Management
Texas
– -$40.6M -175,000 Closed
MUFG Securities EMEA
3025
MUFG Securities EMEA
United Kingdom
– -$20.6M -89,000 Closed