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
DWMS
3176
Dominguez Wealth Management Solutions
Virginia
$642K – – –
JHCP
3177
Jackson Hole Capital Partners
Oklahoma
$642K +$29.5K +75 +5%
W
3178
WealthCollab
Washington
$641K -$6.69K -17 -1%
RFS
3179
Retirement Financial Solutions
Tennessee
$640K -$57.4K -146 -9%
AIFAIM
3180
American Institute for Advanced Investment Management
Arizona
$640K – – –
OA
3181
Operose Advisors
Wisconsin
$639K +$262K +665 +78%
DIP
3182
DT Investment Partners
Pennsylvania
$638K – – –
AC
3183
Anson Capital
Georgia
$637K -$12.2K -31 -2%
WCWM
3184
Wooster Corthell Wealth Management
Connecticut
$637K +$2.75K +7 +0.5%
AWM
3185
Accel Wealth Management
Iowa
$637K +$39.3K +100 +7%
PWM
3186
Paulson Wealth Management
Illinois
$635K +$393 +1 +0.1%
LWM
3187
Luminvest Wealth Management
Arizona
$633K – – –
RCM
3188
RNC Capital Management
California
$633K -$123K -312 -17%
LWMM
3189
Legacy Wealth Management (Mississippi)
Mississippi
$631K – – –
CP
3190
Capital Planning
Washington
$631K +$197K +500 +50%
BCM
3191
Bayesian Capital Management
New York
$631K +$590K +1,500 New
HIM
3192
HughesLittle Investment Management
$631K +$590K +1,500 New
T
3193
TrueFG
Texas
$630K – – –
LA
3194
Latitude Advisors
Florida
$630K -$48.8K -124 -8%
MFC
3195
Mechanics Financial Corp
Ohio
$629K -$39.3K -100 -6%
BWL
3196
Bogart Wealth LLC
Virginia
$628K -$50.3K -128 -8%
PPWM
3197
PFG Private Wealth Management
Florida
$628K – – –
CWM
3198
Cherrydale Wealth Management
New Jersey
$627K +$91.3K +232 +18%
DDPIC
3199
Deroy & Devereaux Private Investment Counsel
Michigan
$627K -$39.3K -100 -6%
PIAS
3200
PCA Investment Advisory Services
Ohio
$626K -$36.2K -92 -6%
126 127
128
129 130