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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
IPAM
3001
Investment Partners Asset Management
New Jersey
$811K +$70.8K +180 +10%
GHAM
3002
Gilman Hill Asset Management
Connecticut
$811K +$758K +1,928 New
ATC
3003
Advantage Trust Company
Kansas
$810K – – –
LWM
3004
LJI Wealth Management
Indiana
$810K +$26.7K +68 +4%
KWAG
3005
Kiely Wealth Advisory Group
North Carolina
$809K – – –
PS
3006
Planned Solutions
California
$805K -$146K -371 -16%
LF
3007
LifePlan Financial
Minnesota
$803K -$1.97K -5 -0.3%
S
3008
Sunpointe
Missouri
$801K +$53.1K +135 +8%
LFA
3009
Level Financial Advisors
New York
$800K – – –
APW
3010
Austin Private Wealth
Texas
$800K -$51.1K -130 -6%
CMA
3011
Cedar Mountain Advisors
Oregon
$799K -$30.3K -77 -4%
KWM
3012
KFG Wealth Management
Indiana
$796K +$158K +401 +27%
WAM
3013
Winslow Asset Management
Ohio
$796K -$11.8K -30 -2%
RPA
3014
Rock Point Advisors
Vermont
$795K +$92K +234 +14%
GA
3015
Gordian Advisors
Arizona
$795K – – –
MFA
3016
McClarren Financial Advisors
Pennsylvania
$794K – – –
OA
3017
Oceanside Advisors
South Carolina
$791K +$146K +370 +24%
MCM
3018
Mattern Capital Management
Colorado
$791K +$263K +668 +55%
CTB
3019
Country Trust Bank
Illinois
$791K -$176K -447 -19%
ECM
3020
Estabrook Capital Management
New York
$791K – – –
RA
3021
Riversedge Advisors
Delaware
$791K +$117K +298 +19%
WFA
3022
WestHill Financial Advisors
California
$790K +$7.47K +19 +1%
VWA
3023
VERITY Wealth Advisors
United States
$788K +$16.5K +42 +2%
LG
3024
LAM Group
Oregon
$788K – – –
ST
3025
Sageworth Trust
Pennsylvania
$788K -$8.26K -21 -1%
119 120
121
122 123