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

Berkshire Hathaway Class B

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
3026
One Wealth Advisors
California
$896K -$468K -1,058 -35%
CWP
3027
Curated Wealth Partners
California
$895K +$17.7K +40 +2%
RIA
3028
Realta Investment Advisors
Delaware
$894K -$7.23M -16,356 -89%
UIA
3029
Ulland Investment Advisors
Minnesota
$894K -$39.8K -90 -4%
CFP
3030
Curran Financial Partners
South Carolina
$893K -$11.1K -25 -1%
CMA
3031
Cedar Mountain Advisors
Oregon
$893K +$18.6K +42 +2%
HPM
3032
Hoxton Planning & Management
West Virginia
$892K +$61K +138 +8%
EE
3033
EWG Elevate
California
$892K -$37.6K -85 -4%
GL
3034
Gerber LLC
Ohio
$891K
RFG
3035
RFP Financial Group
Georgia
$889K -$587K -1,328 -41%
GHAM
3036
Gilman Hill Asset Management
Connecticut
$887K -$31K -70 -4%
ATC
3037
Advantage Trust Company
Kansas
$887K
KWM
3038
KFG Wealth Management
Indiana
$887K +$12.4K +28 +1%
CIS
3039
Continental Investors Services
Washington
$886K -$56.6K -128 -6%
Vanguard Capital Wealth Advisors
3040
Vanguard Capital Wealth Advisors
Colorado
$885K -$26.5K -60 -3%
BBPWM
3041
Blue Bell Private Wealth Management
Pennsylvania
$885K -$5.75K -13 -0.7%
IPAM
3042
Investment Partners Asset Management
New Jersey
$883K -$4.42K -10 -0.5%
CFG
3043
Clayton Financial Group
Missouri
$883K +$55.3K +125 +7%
LCWP
3044
Legacy Capital Wealth Partners
Arkansas
$882K -$16.8K -38 -2%
PS
3045
Planned Solutions
California
$881K
BWL
3046
Bogart Wealth LLC
Virginia
$880K +$197K +446 +30%
NWAG
3047
Net Worth Advisory Group
Utah
$878K +$844K +1,909 New
MPW
3048
MGO Private Wealth
California
$874K -$175K -396 -17%
DP
3049
Dearborn Partners
Illinois
$874K -$11.1K -25 -1%
PA
3050
Probity Advisors
Texas
$873K -$23.4K -53 -3%