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
BAM
926
Belpointe Asset Management
Nevada
$4.29M +$117K +615 +3%
LFAS
927
Level Four Advisory Services
Texas
$4.28M +$17.7K +93 +0.4%
WA
928
Wealth Architects
California
$4.28M +$85.4K +450 +2%
CCM
929
Corsair Capital Management
New York
$4.27M -$58.3K -307 -1%
BRM
930
Boston Research & Management
Massachusetts
$4.27M -$220K -1,160 -5%
SB
931
Simmons Bank
Arkansas
$4.26M -$94.9K -500 -2%
SGI
932
Summit Global Investments
Utah
$4.25M -$31.1K -164 -0.8%
KJWM
933
Kiley Juergens Wealth Management
Washington
$4.24M +$4.06M +21,406 New
DIA
934
Denver Investment Advisors
Colorado
$4.23M -$9.49K -50 -0.2%
FB
935
Fulton Bank
Pennsylvania
$4.23M +$177K +932 +5%
SCM
936
Shelton Capital Management
Colorado
$4.22M -$32.3K -170 -0.8%
DDC
937
DF Dent & Co
Maryland
$4.22M -$57K -300 -1%
IH
938
IFC Holdings
Florida
$4.2M -$261K -1,374 -6%
WAS
939
Winch Advisory Services
Wisconsin
$4.2M +$439K +2,312 +12%
LFS
940
Lutz Financial Services
Nebraska
$4.2M +$4.02M +21,178 New
FHC
941
First Heartland Consultants
Missouri
$4.19M -$25.1K -132 -0.6%
FIM
942
Freedom Investment Management
Connecticut
$4.18M -$42.9K -226 -1%
IB
943
Intrust Bank
Kansas
$4.17M +$281K +1,482 +8%
BIMC
944
Benson Investment Management Company
Virginia
$4.16M +$10.4K +55 +0.3%
HSA
945
HBK Sorce Advisory
Pennsylvania
$4.16M +$497K +2,620 +14%
AI
946
Atria Investments
North Carolina
$4.13M +$400K +2,108 +11%
ZF
947
Zhang Financial
Michigan
$4.12M +$1.9K +10 +0%
PCG
948
Private Capital Group
Connecticut
$4.09M +$3.92M +20,620 New
HCM
949
Highlander Capital Management
New Jersey
$4.07M – – –
PFPT
950
Pinnacle Financial Partners (Tennessee)
Tennessee
$4.07M +$102K +535 +3%
36 37
38
39 40