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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
851
ASO Group
$21.6M +$357K +743 +2%
KWM
852
Kingsview Wealth Management
Oregon
$21.4M -$2.21M -4,593 -10%
WFG
853
Wills Financial Group
Virginia
$21.4M -$610K -1,269 -3%
SPC
854
Sigma Planning Corp
Michigan
$21.2M +$1.27M +2,634 +7%
AC
855
Apella Capital
Connecticut
$21.2M -$26K -54 -0.1%
VAS
856
Vestmark Advisory Solutions
Massachusetts
$21.1M +$1.69M +3,512 +9%
MWM
857
Modera Wealth Management
New Jersey
$21M +$1.18M +2,456 +6%
CCG
858
Cypress Capital Group
Florida
$21M +$747K +1,553 +4%
AF
859
Ally Financial
Michigan
$21M – – –
EWM
860
Empirical Wealth Management
Washington
$21M +$2.02M +4,207 +11%
OCA
861
OpenArc Corporate Advisory
Georgia
$20.9M +$763K +1,588 +4%
KCPG
862
Kavar Capital Partners Group
Kansas
$20.9M +$21.2K +44 +0.1%
CFG
863
Carter Financial Group
Illinois
$20.9M -$8.17K -17 -0%
CA
864
CapWealth Advisors
Tennessee
$20.9M -$226K -471 -1%
NL
865
NWAM LLC
Washington
$20.8M -$398K -828 -2%
VF
866
Vest Financial
Virginia
$20.8M +$321K +667 +2%
AC
867
Aldebaran Capital
Indiana
$20.8M +$640K +1,331 +3%
HIFS
868
Hingham Institution for Savings
Massachusetts
$20.7M – – –
TFA
869
Trinity Financial Advisors
Ohio
$20.6M -$326K -678 -2%
BFP
870
Beacon Financial Planning
Massachusetts
$20.6M -$930K -1,935 -4%
AC
871
AlphaCore Capital
California
$20.6M +$1.29M +2,688 +7%
TIS
872
Titan Investment Solutions
$20.5M +$85.1K +177 +0.4%
JWBC
873
J.W. Burns & Co
New York
$20.5M -$366K -762 -2%
CAS
874
Coppell Advisory Solutions
Texas
$20.5M +$5.49M +11,414 New
BCM
875
Banyan Capital Management
Georgia
$20.4M +$188K +392 +1%
33 34
35
36 37