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
SFC
4176
Swisher Financial Concepts
Ohio
$324K +$969 +2 +0.3%
CPA
4177
Compass Planning Associates
Massachusetts
$321K +$47K +97 +18%
HIA
4178
HTG Investment Advisors
Connecticut
$321K -$31K -64 -9%
PWP
4179
Phillips Wealth Planners
Mississippi
$321K – – –
FCC
4180
Flower City Capital
New York
$320K – – –
EWM
4181
Evolution Wealth Management
Florida
$320K +$26.6K +55 +9%
NCM
4182
Narwhal Capital Management
Georgia
$320K -$98.3K -203 -24%
E3F
4183
Eight 31 Financial
Texas
$320K +$308K +636 New
SWR
4184
Spahn Wealth & Retirement
Arizona
$319K -$14.5K -30 -5%
CA
4185
CWC Advisors
Oregon
$319K – – –
MIM
4186
Montgomery Investment Management
Maryland
$319K – – –
RF
4187
RHS Financial
California
$316K -$161K -332 -35%
ACM
4188
Andina Capital Management
Utah
$316K +$82.3K +170 +37%
FW
4189
Fidato Wealth
Ohio
$315K +$304K +627 New
LWMNY
4190
Landmark Wealth Management (New York)
New York
$314K – – –
CCP
4191
Carmel Capital Partners
California
$313K -$901K -1,860 -75%
PCP
4192
Pacific Capital Partners
$313K +$301K +622 New
VFA
4193
Values First Advisors
Tennessee
$312K – – –
GOCP
4194
Great Oak Capital Partners
Massachusetts
$312K -$114K -236 -27%
SP
4195
SIH Partners
Delaware
$312K -$165K -341 -35%
BSAM
4196
Blue Square Asset Management
New York
$312K – – –
DFS
4197
Dixon Fnancial Services
California
$312K +$23.7K +49 +9%
MAM
4198
Morse Asset Management
Connecticut
$311K -$827K -1,707 -73%
CIC
4199
Chase Investment Counsel
Virginia
$310K -$8.23K -17 -3%
CW
4200
Code Waechter
Florida
$310K – – –
166 167
168
169 170