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
JWWM
3551
Johnson & White Wealth Management
Pennsylvania
$861K +$2.4K +5 +0.3%
SWM
3552
Selective Wealth Management
Virginia
$861K -$64.4K -134 -7%
PS
3553
Planning Strategies
Pennsylvania
$861K +$827K +1,720 New
CISOA
3554
Capital Investment Services of America
Wisconsin
$859K – – –
CPL
3555
CAP Partners LLC
Tennessee
$859K -$29.8K -62 -3%
PWS
3556
Precision Wealth Strategies
Missouri
$859K -$5.29K -11 -0.6%
GVCM
3557
Global View Capital Management
Wisconsin
$858K -$208K -432 -20%
CCP
3558
Clarkston Capital Partners
Michigan
$858K -$19.2K -40 -2%
CCA
3559
Coign Capital Advisors
Utah
$858K +$13K +27 +2%
FWM
3560
Forza Wealth Management
Florida
$856K – – –
PSIWM
3561
Paradigm Strategies in Wealth Management
Minnesota
$855K – – –
WB
3562
West Bancorporation
Iowa
$855K +$14.4K +30 +2%
LWM
3563
Lionshead Wealth Management
New York
$853K +$22.6K +47 +3%
BWCS
3564
Beirne Wealth Consulting Services
Connecticut
$850K – – –
PCM
3565
Prelude Capital Management
New York
$849K -$90.4K -188 -10%
F4L
3566
Fortune 45 LLC
Louisiana
$849K – – –
PA
3567
Paragon Advisors
Texas
$849K -$11.5K -24 -1%
SA
3568
Sunesis Advisors
Kansas
$845K -$78.4K -163 -9%
SP
3569
Sequent Planning
Nebraska
$843K -$44.2K -92 -5%
RSWA
3570
Robinson Smith Wealth Advisors
Maine
$843K – – –
MFT
3571
Moisand Fitzgerald Tamayo
Florida
$841K – – –
DF
3572
Define Financial
California
$841K +$481 +1 +0.1%
LWM
3573
Langley Wealth Management
Mississippi
$840K +$807K +1,678 New
VIS
3574
Vega Investment Solutions
France
$839K – – –
HFRG
3575
Houlihan Financial Resource Group
Virginia
$838K – – –
141 142
143
144 145