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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
IFG
926
Independent Financial Group
California
$17.6M +$188K +387 +1%
SIM
927
Sterling Investment Management
Arizona
$17.5M -$745K -1,532 -4%
AUB
928
Atlantic Union Bankshares
Virginia
$17.5M -$544K -1,119 -3%
KFP
929
KMG Fiduciary Partners
Ohio
$17.4M +$589K +1,212 +4%
ECAM
930
East Coast Asset Management
Massachusetts
$17.4M -$281K -578 -2%
CPA
931
Court Place Advisors
Maryland
$17.3M +$44.7K +92 +0.3%
CCA
932
Cooper Capital Advisors
California
$17.3M +$4.38K +9 +0%
MAS
933
Meeder Advisory Services
Ohio
$17.3M +$1.05M +2,165 +7%
MSA
934
MUFG Securities Americas
New York
$17.3M +$2.62M +5,388 +20%
PWW
935
Pettyjohn Wood & White
Virginia
$17.1M -$962K -1,978 -6%
KAS
936
Kemnay Advisory Services
New York
$17.1M +$3.92M +8,062 +34%
IVP
937
Intrinsic Value Partners
Arizona
$17.1M -$105K -216 -0.7%
GI
938
GAMMA Investing
California
$17.1M +$4.67M +9,601 +43%
FHA
939
Flagship Harbor Advisors
Massachusetts
$17M +$6.46M +13,287 +71%
CIA
940
CCM Investment Advisers
South Carolina
$17M -$572K -1,177 -4%
MG
941
Mather Group
Illinois
$16.9M +$634K +1,304 +4%
SQA
942
Simon Quick Advisors
New Jersey
$16.9M +$1.99M +4,103 +15%
LNB
943
Ledyard National Bank
$16.9M -$217K -447 -1%
AWM
944
Axxcess Wealth Management
California
$16.8M -$3.25M -6,682 -17%
BCFD
945
Boit C.F. David
$16.8M – – –
WIC
946
Woodmont Investment Counsel
Tennessee
$16.8M -$154K -317 -1%
AC
947
AlphaCore Capital
California
$16.8M -$99.2K -204 -0.6%
ECM
948
Exchange Capital Management
Michigan
$16.7M -$142K -292 -0.9%
AG
949
AlTi Global
New York
$16.7M -$238K -490 -2%
WW
950
Waterfront Wealth
Kansas
$16.7M -$308K -633 -2%
36 37
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