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
EL
3201
EWA LLC
Pennsylvania
$625K +$216K +549 +57%
VFPW
3202
Vantage Financial Partners (Wisconsin)
Wisconsin
$625K +$24K +61 +4%
GIM
3203
Guild Investment Management
California
$624K +$13K +33 +2%
PGF
3204
Plan Group Financial
Oklahoma
$622K +$8.65K +22 +2%
CFG
3205
Carr Financial Group
Massachusetts
$622K +$3.93K +10 +0.7%
AA
3206
AJ Advisors
Tennessee
$620K +$41.7K +106 +8%
DPI
3207
Diversified Portfolios Inc
Michigan
$620K – – –
BMM
3208
Berkshire Money Management
Massachusetts
$619K +$579K +1,472 New
OWA
3209
Opal Wealth Advisors
New York
$619K -$21.6K -55 -4%
TCBWMS
3210
Texas Capital Bank Wealth Management Services
Texas
$619K +$13.8K +35 +2%
IWS
3211
Integrity Wealth Solutions
Colorado
$618K +$67.7K +172 +13%
RCA
3212
Ranch Capital Advisors
Florida
$618K +$25.2K +64 +5%
CIAS
3213
CBIZ Investment Advisory Services
Ohio
$617K +$91.6K +233 +19%
SIC
3214
Shoker Investment Counsel
Ohio
$617K -$17.7K -45 -3%
SC
3215
Schiavi & Co
Delaware
$616K -$19.7K -50 -3%
CWM
3216
Compass Wealth Management
Connecticut
$616K +$148K +375 +34%
JWM
3217
JGP Wealth Management
Oregon
$614K – – –
LCM
3218
Logan Capital Management
Pennsylvania
$613K -$787 -2 -0.1%
ACM
3219
Absolute Capital Management
Pennsylvania
$611K +$571K +1,452 New
MAM
3220
Milestone Asset Management
Pennsylvania
$608K -$27.1K -69 -5%
CIC
3221
Concord Investment Counsel
California
$607K +$568K +1,444 New
HP
3222
Hilltop Partners
Indiana
$606K +$118K +300 +26%
IHWM
3223
Iron Horse Wealth Management
Iowa
$606K – – –
ST
3224
Sentinel Trust
Texas
$603K – – –
HCM
3225
Highview Capital Management
Illinois
$602K -$46.8K -119 -8%
127 128
129
130 131