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
DA
3701
Drake & Associates
Wisconsin
$238K – – –
WHCI
3702
W.H. Cornerstone Investments
Massachusetts
$238K -$3.86K -11 -2%
CWM
3703
Cahill Wealth Management
Michigan
$238K – – –
CG
3704
Clifford Group
Massachusetts
$238K – – –
HWMC
3705
Heritage Wealth Management (California)
California
$237K +$233K +665 New
AWM
3706
Arista Wealth Management
Nevada
$237K +$233K +665 New
IWM
3707
Iams Wealth Management
Nebraska
$236K -$44.6K -127 -16%
AIA
3708
Alternative Investment Advisors
Florida
$236K -$101K -288 -30%
BG
3709
Bollard Group
Massachusetts
$235K – – –
AIM
3710
Arcadia Investment Management
Michigan
$235K -$5.26K -15 -2%
MSWM
3711
Mowery & Schoenfeld Wealth Management
Illinois
$235K +$231K +658 New
W
3712
WorthPointe
California
$235K -$97.2K -277 -30%
MAM
3713
McCarthy Asset Management
California
$235K – – –
JPLA
3714
Joseph P. Lucia & Associates
New York
$235K +$4.91K +14 +2%
NG
3715
NatWest Group
United Kingdom
$234K – – –
HIF
3716
Hill Island Financial
Michigan
$234K – – –
PFM
3717
Peak Financial Management
Massachusetts
$233K +$229K +653 New
AA
3718
Argent Advisors
Louisiana
$232K -$10.5K -30 -4%
FWC
3719
First Washington Corp
Washington
$232K – – –
MFA
3720
Morling Financial Advisors
California
$231K -$32.3K -92 -12%
GWAM
3721
Guardian Wealth Advisors (Minnesota)
Minnesota
$231K -$1.75K -5 -0.8%
SWMG
3722
Signature Wealth Management Group
Georgia
$231K +$227K +648 New
HGA
3723
Hobbs Group Advisors
South Carolina
$230K +$227K +646 New
SW
3724
Simplicity Wealth
New Jersey
$230K +$227K +646 New
FCMT
3725
Founders Capital Management (Texas)
Texas
$230K +$10.5K +30 +5%
147 148
149
150 151