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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
1201
Sharkey, Howes & Javer
Colorado
$747K – – –
SS
1202
Simplicity Solutions
Minnesota
$746K +$266K +1,939 +51%
AI
1203
Atria Investments
North Carolina
$742K -$396K -2,888 -34%
FCCM
1204
First City Capital Management
Georgia
$740K +$777K +5,672 New
HCM
1205
Harvey Capital Management
Florida
$736K – – –
RCAG
1206
Rehmann Capital Advisory Group
Michigan
$735K -$71.7K -523 -8%
FPFS
1207
First Personal Financial Services
North Carolina
$735K +$96.6K +705 +14%
HR
1208
Howe & Rusling
New York
$728K – – –
FHA
1209
First Horizon Advisors
Tennessee
$728K +$274 +2 +0%
SCA
1210
Salient Capital Advisors
Texas
$724K +$41.1K +300 +6%
KTC
1211
Kistler-Tiffany Companies
Pennsylvania
$723K -$17.5K -128 -2%
RMA
1212
Roffman Miller Associates
Pennsylvania
$723K +$51.1K +373 +7%
AWA
1213
ARS Wealth Advisors
Florida
$722K -$3.42K -25 -0.4%
RAM
1214
Redmond Asset Management
Virginia
$717K – – –
CG
1215
Caprock Group
Idaho
$715K -$42.3K -309 -5%
DCM
1216
Donaldson Capital Management
Indiana
$704K – – –
DSC
1217
Duncker Streett & Co
Missouri
$704K – – –
SWK
1218
Stephen W. Kidder
$704K – – –
CRC
1219
Curi RMB Capital
Illinois
$703K -$12.9K -94 -2%
MSR
1220
Main Street Research
Connecticut
$700K +$13.2K +96 +2%
SMI
1221
Shelter Mutual Insurance
Missouri
$694K – – –
IHL
1222
Investment House LLC
California
$692K – – –
CCM
1223
CrestPoint Capital Management
Missouri
$691K -$247K -1,800 -25%
LRPA
1224
L. Roy Papp & Associates
Arizona
$688K +$325K +2,372 +82%
RCG
1225
Ruggie Capital Group
Florida
$685K -$4.03M -29,409 -86%
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