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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
1126
Colony Group
Massachusetts
$934K +$11.9K +87 +1%
FWM
1127
Focused Wealth Management
New York
$933K +$2.74K +20 +0.3%
CCG
1128
Cypress Capital Group
Florida
$928K +$54.5K +398 +6%
AC
1129
Alley Company
Illinois
$926K -$91.2K -666 -9%
IC
1130
Inverness Counsel
New York
$922K -$5.48K -40 -0.6%
CM
1131
Cornerstone Management
Georgia
$922K – – –
NIMI
1132
Natixis Investment Managers International
France
$917K -$6.17K -45 -0.6%
SIC
1133
Sigma Investment Counselors
Michigan
$911K +$17.8K +130 +2%
AMM
1134
American Money Management
California
$910K +$47.4K +346 +5%
WPW
1135
Waldron Private Wealth
Pennsylvania
$905K -$160K -1,170 -14%
GI
1136
Glovista Investments
New Jersey
$901K – – –
BAM
1137
Brave Asset Management
New Jersey
$898K – – –
MFS
1138
Madrona Financial Services
Washington
$893K – – –
BAM
1139
Bruderman Asset Management
New York
$885K +$514K +3,751 +124%
ERIM
1140
Eagle Ridge Investment Management
Connecticut
$880K +$310K +2,265 +51%
VNA
1141
Valley National Advisers
Pennsylvania
$879K – – –
JFA
1142
JNBA Financial Advisors
Minnesota
$879K +$6.85K +50 +0.7%
BHTS
1143
Bar Harbor Trust Services
Maine
$877K -$68.5K -500 -7%
TTWM
1144
TCV Trust & Wealth Management
Virginia
$877K +$10.3K +75 +1%
RR
1145
Robotti Robert
$876K – – –
SC
1146
Searle & Co
Connecticut
$874K – – –
ITIM
1147
Indiana Trust & Investment Management
Indiana
$874K +$171K +1,250 +23%
AFG
1148
Albion Financial Group
Utah
$873K +$34.3K +250 +4%
TCP
1149
TAMRO Capital Partners
Virginia
$872K -$973K -7,101 -52%
WC
1150
Woodstock Corp
Massachusetts
$872K -$911K -6,650 -50%
44 45
46
47 48