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Berkshire Hathaway Class B

Name Holding Trade Value Shares
Change
Change in
Stake
SWIM
4901
Smallwood Wealth Investment Management
New Jersey
$13.1K – – –
BCM
4902
Birch Capital Management
Texas
$12.6K – – –
CWMS
4903
CFG Wealth Management Services
Indiana
$12.6K +$12.4K +25 New
Inspire Investing
4904
Inspire Investing
Idaho
$12.6K +$12.4K +25 New
PRAG
4905
Portfolio Resources Advisor Group
Florida
$12.6K +$12.4K +25 New
IW
4906
Imprint Wealth
South Carolina
$7.54K +$7.46K +15 New
CF
4907
Conquis Financial
California
$4.52K – – –
P
4908
Palladiem
Pennsylvania
$4.52K +$4.48K +9 New
NA
4909
Networth Advisors
Pennsylvania
$3.02K +$2.98K +6 New
PWM
4910
Proathlete Wealth Management
Florida
$2.51K +$2.49K +5 New
RJA
4911
Ross\Johnson & Associates
Minnesota
$2.01K +$1.49K +3 +300%
NL
4912
NorthAvenue LLC
Ohio
$1.51K +$1.49K +3 New
DI
4913
DRH Investments
California
$1K – – –
HIW
4914
Holos Integrated Wealth
Pennsylvania
$497 – – –
BCMIO
4915
Beacon Capital Management Inc (Ohio)
Ohio
$47 +$498 +1 New
Menora Mivtachim Holdings
4916
Menora Mivtachim Holdings
Israel
– -$288M -573,501 Closed
Oppenheimer & Co
4917
Oppenheimer & Co
New York
– -$101M -199,999 Closed
Oppenheimer Asset Management
4918
Oppenheimer Asset Management
New York
– -$56.7M -112,709 Closed
Empowered Funds
4919
Empowered Funds
Pennsylvania
– -$45M -89,554 Closed
Weiss Asset Management
4920
Weiss Asset Management
Massachusetts
– -$42.1M -83,748 Closed
Prana Capital Management
4921
Prana Capital Management
Connecticut
– -$41.2M -82,030 Closed
SCM
4922
Steadfast Capital Management
New York
– -$35.5M -70,700 Closed
Waverton Investment Management
4923
Waverton Investment Management
United Kingdom
– -$31.7M -63,013 Closed
SN
4924
Sittner & Nelson
Oregon
– -$28.5M -56,726 Closed
Capstone Investment Advisors
4925
Capstone Investment Advisors
New York
– -$26.4M -53,043 Closed