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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
LSAG
1026
Lake Street Advisors Group
New Hampshire
$7.99M +$31.7K +98 +0.4%
JIC
1027
Joel Isaacson & Co
New York
$7.97M +$95.4K +295 +1%
GP
1028
Geneva Partners
Wisconsin
$7.92M +$486K +1,504 +7%
LA
1029
LexAurum Advisors
Kansas
$7.91M +$705K +2,179 +11%
HBWM
1030
Hollow Brook Wealth Management
New York
$7.91M +$86.7K +268 +1%
GIA
1031
Gladstone Institutional Advisory
Florida
$7.89M +$2.84M +8,792 +65%
RWM
1032
Ritholtz Wealth Management
New York
$7.87M +$752K +2,324 +12%
MBTD
1033
Mechanics Bank - Trust Department
California
$7.83M -$185K -571 -3%
FSA
1034
Franklin Street Advisors
North Carolina
$7.81M -$475K -1,468 -6%
QCM
1035
Quantinno Capital Management
New York
$7.81M +$406K +1,255 +6%
KWM
1036
Kingsview Wealth Management
Oregon
$7.81M +$504K +1,559 +8%
BC
1037
Blackhill Capital
New Jersey
$7.8M +$1.29M +4,000 +22%
TC
1038
TAGStone Capital
North Carolina
$7.8M – – –
SHWM
1039
Smith & Howard Wealth Management
Georgia
$7.8M -$221K -684 -3%
IWA
1040
Intercontinental Wealth Advisors
Texas
$7.79M -$613K -1,894 -8%
MIP
1041
Marietta Investment Partners
Wisconsin
$7.76M – – –
WA
1042
Wealth Architects
California
$7.76M -$130K -403 -2%
AUB
1043
Atlantic Union Bankshares
Virginia
$7.76M +$185K +571 +3%
CL
1044
Choreo LLC
Illinois
$7.72M -$30.1K -93 -0.4%
CWM
1045
Chronos Wealth Management
Florida
$7.71M +$30.1K +93 +0.4%
WANY
1046
Wealthspire Advisors (New York)
New York
$7.71M -$1.52M -4,690 -18%
FHA
1047
First Horizon Advisors
Tennessee
$7.7M -$105K -325 -1%
APS
1048
American Planning Services
Florida
$7.69M +$2.57M +7,959 +58%
SIA
1049
SeaBridge Investment Advisors
New Jersey
$7.68M +$87.7K +271 +1%
CCT
1050
Chemung Canal Trust
New York
$7.67M -$457K -1,414 -6%
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42
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