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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
3576
Northcape Wealth Management
New York
$695K – – –
TF
3577
Talbot Financial
Washington
$693K – – –
OWA
3578
Opal Wealth Advisors
New York
$693K +$11.7K +24 +2%
GWI
3579
Grace & White Inc
New York
$692K +$146K +300 +30%
RIG
3580
Renaissance Investment Group
Massachusetts
$692K -$38.4K -79 -6%
MFA
3581
Morling Financial Advisors
California
$691K +$167K +343 +36%
CP
3582
Castleview Partners
Texas
$691K +$382K +785 +153%
PWM
3583
Peterson Wealth Management
Nevada
$691K -$2.15M -4,428 -77%
BL
3584
Balentine LLC
Georgia
$691K -$48.6K -100 -7%
PIM
3585
Provident Investment Management
Michigan
$691K +$4.86K +10 +0.8%
SIM
3586
Sims Investment Management
Ohio
$689K +$10.2K +21 +2%
VCM
3587
Vision Capital Management
Oregon
$688K – – –
CNBOF
3588
City National Bank of Florida
Florida
$686K +$39.9K +82 +7%
CS
3589
CapitalatWork SA
$685K – – –
DPW
3590
DiNuzzo Private Wealth
Pennsylvania
$684K +$486 +1 +0.1%
WDC
3591
Woodward Diversified Capital
California
$683K -$250K -515 -29%
IWP
3592
Invenio Wealth Partners
Florida
$682K +$250K +514 +67%
SFG
3593
Shum Financial Group
California
$682K -$11.7K -24 -2%
IJWM
3594
Inman Jager Wealth Management
Mississippi
$681K -$19K -39 -3%
PS
3595
Portfolio Strategies
New York
$681K +$1.46K +3 +0.2%
BIA
3596
Benchmark Investment Advisors
Illinois
$680K – – –
BHA
3597
Beech Hill Advisors
New York
$679K -$754K -1,550 -55%
ATWA
3598
Arbor Trust Wealth Advisors
Michigan
$679K -$2.92K -6 -0.5%
BCCM
3599
Bridge Creek Capital Management
Massachusetts
$679K -$6.32K -13 -1%
BAM
3600
Bellevue Asset Management
Washington
$678K – – –
142 143
144
145 146