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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RTL
4026
Red Tortoise LLC
Georgia
$173K – – –
PIS
4027
POM Investment Strategies
North Carolina
$172K +$6.63K +15 +4%
DF
4028
DecisionPoint Financial
Arizona
$168K – – –
MIM
4029
Macroview Investment Management
Maryland
$167K – – –
GWMI
4030
Guardian Wealth Management (Illinois)
Illinois
$166K -$442 -1 -0.3%
AWM
4031
Ameliora Wealth Management
Switzerland
$166K -$88.4K -200 -36%
NMM
4032
Naples Money Management
Florida
$165K -$13.3K -30 -8%
AEPWM
4033
Atlantic Edge Private Wealth Management
Florida
$154K +$3.54K +8 +2%
PCM
4034
Perritt Capital Management
Illinois
$148K – – –
RAM
4035
Ramirez Asset Management
New York
$138K – – –
FIA
4036
FNY Investment Advisers
New York
$138K +$133K +300 New
TCM
4037
TruNorth Capital Management
Michigan
$136K +$66.3K +150 +103%
DCBT
4038
Dakota Community Bank & Trust
North Dakota
$134K – – –
LIS
4039
Legacy Investment Solutions
Idaho
$133K +$126K +284 New
LWMI
4040
Legacy Wealth Management (Idaho)
Idaho
$133K +$126K +284 New
RWM
4041
Ruedi Wealth Management
Illinois
$133K -$14.6K -33 -10%
WFA
4042
West Financial Advisors
Iowa
$132K – – –
FFC
4043
First Financial Corp
Indiana
$131K – – –
SCM
4044
Silvant Capital Management
Georgia
$130K – – –
SC
4045
Sawyer & Company
Massachusetts
$129K – – –
SWP
4046
SIMA Wealth Partners
Virginia
$126K – – –
NG
4047
NWK Group
California
$123K +$119K +268 New
SFO
4048
Standard Family Office
South Dakota
$118K – – –
MCI
4049
MRP Capital Investments
Georgia
$115K +$111K +250 New
DWA
4050
Dougherty Wealth Advisers
Minnesota
$114K -$2.65K -6 -2%
160 161
162
163 164