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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
JIM
976
JCP Investment Management
Texas
$7.78M – – –
RDWM
977
Red Door Wealth Management
Tennessee
$7.77M +$455K +1,478 +6%
GRP
978
Global Retirement Partners
California
$7.76M +$669K +2,171 +10%
TFA
979
Teamwork Financial Advisors
Texas
$7.75M -$1.3M -4,217 -14%
JRP
980
Jasper Ridge Partners
California
$7.72M – – –
HCM
981
Highlander Capital Management
New Jersey
$7.7M -$38.5K -125 -0.5%
GC
982
Gratus Capital
Georgia
$7.7M -$106K -345 -1%
TBA
983
Tower Bridge Advisors
Pennsylvania
$7.7M +$8.94K +29 +0.1%
LSAG
984
Lake Street Advisors Group
New Hampshire
$7.69M +$451K +1,464 +6%
CT
985
Cambridge Trust
Massachusetts
$7.68M -$102K -330 -1%
VAG
986
VisionPoint Advisory Group
Texas
$7.68M +$1.14M +3,708 +18%
ZF
987
Zhang Financial
Michigan
$7.67M +$80.7K +262 +1%
DEA
988
DoubleLine ETF Adviser
Florida
$7.67M -$194K -630 -2%
GIM
989
Goelzer Investment Management
Indiana
$7.63M -$1.54M -4,998 -17%
AAIM
990
Asset Advisors Investment Management
Georgia
$7.63M – – –
FMC
991
First Merchants Corp
Indiana
$7.63M +$1.01M +3,291 +15%
GWM
992
Graybill Wealth Management
Illinois
$7.61M +$71.8K +233 +1%
HSA
993
HBK Sorce Advisory
Pennsylvania
$7.58M -$8.27M -26,827 -52%
MWM
994
Marietta Wealth Management
Georgia
$7.56M -$45.6K -148 -0.7%
P3I
995
Progeny 3 Inc
Washington
$7.55M +$7.53M +24,439 New
GEM
996
Global Endowment Management
North Carolina
$7.53M +$1.66M +5,381 +28%
SRC
997
Stone Run Capital
New York
$7.52M -$253K -820 -3%
STA
998
Summit Trail Advisors
New York
$7.49M +$1.21M +3,926 +19%
TMAM
999
Tokio Marine Asset Management
Japan
$7.44M +$933K +3,027 +14%
CGL
1000
Clarius Group LLC
Washington
$7.44M -$104K -339 -1%
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40
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