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
SFG
676
Stonebridge Financial Group
California
$31.2M +$30M +62,438 New
VA
677
Valmark Advisers
Ohio
$31.2M +$741K +1,542 +3%
7WCP
678
71 West Capital Partners
Massachusetts
$31.2M +$3.52M +7,314 +13%
FI
679
FJ Investments
Utah
$31.2M – – –
OIA
680
OneDigital Investment Advisors
Kansas
$31.1M -$477K -992 -2%
SCM
681
Shelton Capital Management
Colorado
$31.1M +$3.26M +6,776 +12%
WSFS
682
Wilmington Savings Fund Society
Delaware
$31M +$13K +27 +0%
CIA
683
Capital Investment Advisors
Georgia
$31M +$46.2K +96 +0.2%
LOPW
684
Live Oak Private Wealth
North Carolina
$30.9M -$1.7M -3,536 -5%
PCM
685
Poehling Capital Management
Wisconsin
$30.9M +$1.03M +2,143 +4%
PWM
686
Perigon Wealth Management
California
$30.9M -$302K -628 -1%
FSCM
687
Front Street Capital Management
Montana
$30.8M +$531K +1,105 +2%
ACA
688
Anchor Capital Advisors
Massachusetts
$30.8M -$2.07M -4,304 -7%
AFG
689
Atomi Financial Group
New York
$30.7M -$469K -975 -2%
SFS
690
Sowell Financial Services
Arkansas
$30.6M +$680K +1,415 +2%
CA
691
Callahan Advisors
Texas
$30.6M +$665K +1,384 +2%
VCM
692
Voleon Capital Management
California
$30.6M -$8.7M -18,093 -23%
AFAS
693
Acorn Financial Advisory Services
Virginia
$30.5M +$1.56M +3,237 +6%
SWA
694
Strata Wealth Advisors
Texas
$30.4M -$1.42M -2,951 -5%
BFIM
695
Beese Fulmer Investment Management
Ohio
$30.3M -$10.6K -22 -0%
CHAM
696
Clear Harbor Asset Management
Connecticut
$30.2M -$110K -228 -0.4%
UCB
697
United Community Bank
South Carolina
$30.2M +$1.43M +2,981 +5%
BEI
698
Benjamin Edwards Inc
Missouri
$30.1M +$7.56M +15,731 +35%
SL
699
Summitry LLC
California
$30M +$2.11M +4,398 +8%
MGP
700
Metis Global Partners
California
$30M -$4.32M -8,985 -13%
26 27
28
29 30