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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
4051
Meridian Wealth Management
Kentucky
– -$29.2M -69,473 Closed
BSC
4052
Brown Shipley & Co
United Kingdom
– -$25.2M -60,086 Closed
WCA
4053
Waratah Capital Advisors
Ontario, Canada
– -$20M -47,480 Closed
CIM
4054
Courant Investment Management
Tennessee
– -$11.3M -26,872 Closed
ZIM
4055
Zacks Investment Management
Illinois
– -$9M -21,408 Closed
HDIM
4056
Hanson & Doremus Investment Management
Vermont
– -$7.38M -17,547 Closed
SGAM
4057
Smith Group Asset Management
Texas
– -$6.9M -16,397 Closed
GBWM
4058
Granite Bay Wealth Management
New Hampshire
– -$5.84M -13,894 Closed
PFMOSF
4059
Philadelphia Financial Management of San Francisco
California
– -$5.27M -12,540 Closed
ADL
4060
Asset Dedication LLC
California
– -$5.27M -12,481 Closed
GAA
4061
Global Assets Advisory
Florida
– -$4.66M -11,081 Closed
CAM
4062
Cidel Asset Management
Ontario, Canada
– -$4.27M -10,152 Closed
EWM
4063
Executive Wealth Management
Michigan
– -$4.08M -9,721 Closed
ARC
4064
Advisor Resource Council
Texas
– -$3.29M -9,163 Closed
RFP
4065
Root Financial Partners
California
– -$3.66M -8,710 Closed
LAS
4066
Lloyd Advisory Services
Georgia
– -$3.54M -8,430 Closed
TCA
4067
Troluce Capital Advisors
Puerto Rico
– -$3.53M -8,400 Closed
IPAM
4068
ICICI Prudential Asset Management
India
– -$3.21M -7,631 Closed
FFP
4069
FourThought Financial Partners
Florida
– -$3.06M -7,271 Closed
CA
4070
CoreCap Advisors
Michigan
– -$2.72M -6,459 Closed
IWA
4071
Invera Wealth Advisors
Oregon
– -$2.47M -6,187 Closed
CIAS
4072
CFS Investment Advisory Services
New Jersey
– -$2.57M -6,119 Closed
AAIS
4073
ABN AMRO Investment Solutions
– -$2.43M -5,778 Closed
Q
4074
QVR
California
– -$2.2M -5,225 Closed
FMN
4075
Financial Management Network
California
– -$1.99M -4,798 Closed
161 162
163
164 165