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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
WFG
851
Wills Financial Group
Virginia
$21.4M -$610K -1,269 -3%
SPC
852
Sigma Planning Corp
Michigan
$21.2M +$1.27M +2,634 +7%
AC
853
Apella Capital
Connecticut
$21.2M -$26K -54 -0.1%
VAS
854
Vestmark Advisory Solutions
Massachusetts
$21.1M +$1.69M +3,512 +9%
MWM
855
Modera Wealth Management
New Jersey
$21M +$1.18M +2,456 +6%
CCG
856
Cypress Capital Group
Florida
$21M +$747K +1,553 +4%
AF
857
Ally Financial
Michigan
$21M – – –
EWM
858
Empirical Wealth Management
Washington
$21M +$2.02M +4,207 +11%
OCA
859
OpenArc Corporate Advisory
Georgia
$20.9M +$763K +1,588 +4%
KCPG
860
Kavar Capital Partners Group
Kansas
$20.9M +$21.2K +44 +0.1%
CFG
861
Carter Financial Group
Illinois
$20.9M -$8.17K -17 -0%
CA
862
CapWealth Advisors
Tennessee
$20.9M -$226K -471 -1%
NL
863
NWAM LLC
Washington
$20.8M -$398K -828 -2%
VF
864
Vest Financial
Virginia
$20.8M +$321K +667 +2%
AC
865
Aldebaran Capital
Indiana
$20.8M +$640K +1,331 +3%
HIFS
866
Hingham Institution for Savings
Massachusetts
$20.7M – – –
TFA
867
Trinity Financial Advisors
Ohio
$20.6M -$326K -678 -2%
BFP
868
Beacon Financial Planning
Massachusetts
$20.6M -$930K -1,935 -4%
AC
869
AlphaCore Capital
California
$20.6M +$1.29M +2,688 +7%
TIS
870
Titan Investment Solutions
$20.5M +$85.1K +177 +0.4%
JWBC
871
J.W. Burns & Co
New York
$20.5M -$366K -762 -2%
CAS
872
Coppell Advisory Solutions
Texas
$20.5M +$5.49M +11,414 New
BCM
873
Banyan Capital Management
Georgia
$20.4M +$188K +392 +1%
HBWM
874
Hollow Brook Wealth Management
New York
$20.3M -$47.1K -98 -0.2%
HTC
875
Haverford Trust Company
Pennsylvania
$20.3M +$712K +1,480 +4%
33 34
35
36 37