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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
926
Perigon Wealth Management
California
$8.68M +$669K +2,335 +9%
CFGS
927
Concourse Financial Group Securities
Alabama
$8.64M +$10K +35 +0.1%
GIM
928
Goelzer Investment Management
Indiana
$8.59M +$436K +1,521 +6%
WCF
929
West Coast Financial
California
$8.58M -$3.72K -13 -0%
B
930
Bailard
California
$8.57M -$14.3K -50 -0.2%
CFSG
931
Community Financial Services Group
Vermont
$8.57M +$8.21M +28,662 New
WM
932
WS Management
Florida
$8.55M +$6.43M +22,438 +364%
WKWM
933
Walter & Keenan Wealth Management
Indiana
$8.54M +$82.2K +287 +1%
WAS
934
Winch Advisory Services
Wisconsin
$8.53M +$97.1K +339 +1%
HTC
935
Haverford Trust Company
Pennsylvania
$8.49M +$11.7K +41 +0.1%
SAMT
936
Select Asset Management & Trust
Pennsylvania
$8.48M -$1.04M -3,630 -11%
MA
937
Montag & Associates
Georgia
$8.46M -$125K -437 -2%
BCM
938
Brookstone Capital Management
Illinois
$8.45M +$531K +1,855 +8%
TCM
939
Telos Capital Management
California
$8.45M -$105K -366 -1%
SFO
940
Stokes Family Office
Louisiana
$8.44M +$133K +466 +2%
NCM
941
Northside Capital Management
Oregon
$8.39M -$44.7K -156 -0.6%
SA
942
SAM Advisors
California
$8.39M -$37.8K -132 -0.5%
MC
943
Moors & Cabot
Massachusetts
$8.38M -$339K -1,182 -4%
WCA
944
Waratah Capital Advisors
Ontario, Canada
$8.37M +$8.02M +28,006 New
MPAM
945
Murphy Pohlad Asset Management
Minnesota
$8.36M – – –
XF
946
XML Financial
Maryland
$8.35M -$44.7K -156 -0.6%
BCM
947
Brooktree Capital Management
Michigan
$8.34M -$140K -490 -2%
DWM
948
Destination Wealth Management
California
$8.32M -$453K -1,582 -5%
FTDI
949
First Trust Direct Indexing
Massachusetts
$8.28M +$181K +632 +2%
HT
950
Heritage Trust
Oklahoma
$8.27M +$74.5K +260 +0.9%
36 37
38
39 40