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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PC
3176
Port Capital
Illinois
$651K -$82.5K -202 -11%
LWM
3177
Luminvest Wealth Management
Arizona
$649K +$6.54K +16 +1%
SPI
3178
Sutton Place Investors
New York
$649K -$73.6K -180 -10%
MFG
3179
Mosaic Financial Group
Illinois
$648K – – –
LA
3180
Lifeworks Advisors
Michigan
$646K +$14.3K +35 +2%
VFG
3181
Victory Financial Group
Texas
$645K -$22.9K -56 -3%
ACM
3182
AUA Capital Management
Pennsylvania
$644K – – –
HCC
3183
Hirtle Callaghan & Co
Pennsylvania
$644K -$695K -1,701 -52%
BAWC
3184
Boyce & Associates Wealth Consulting
Texas
$643K – – –
CWA
3185
Carolina Wealth Advisors
South Carolina
$643K – – –
GWM
3186
Gitterman Wealth Management
New Jersey
$642K – – –
TBNY
3187
Trustco Bank (New York)
New York
$642K – – –
KSWWM
3188
Keyes Stange & Wooten Wealth Management
Florida
$641K – – –
TCBWMS
3189
Texas Capital Bank Wealth Management Services
Texas
$640K +$41.7K +102 +7%
CHA
3190
Cooper/Haims Advisors
New York
$635K +$79.3K +194 +14%
SVWG
3191
Shared Vision Wealth Group
United States
$633K – – –
SFA
3192
Source Financial Advisors
New York
$633K -$18.8K -46 -3%
SDJVC
3193
St. Denis J. Villere & Co
Louisiana
$632K – – –
SCM
3194
Saxony Capital Management
Missouri
$631K -$110K -270 -15%
GIM
3195
Guild Investment Management
California
$631K +$27.4K +67 +5%
ML
3196
Mayport LLC
Massachusetts
$630K – – –
CWM
3197
Campbell Wealth Management
Virginia
$629K -$49K -120 -7%
APWA
3198
Atlas Private Wealth Advisors
New Jersey
$628K +$250K +612 +66%
DWMS
3199
Dominguez Wealth Management Solutions
Virginia
$624K +$3.68K +9 +0.6%
ST
3200
Somerset Trust
Pennsylvania
$624K – – –
126 127
128
129 130