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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
1251
Berkshire Asset Management
Pennsylvania
$6.37M -$22.5K -64 -0.4%
DWT
1252
Dorsey & Whitney Trust
South Dakota
$6.37M +$246K +700 +4%
AC
1253
AlphaCore Capital
California
$6.36M +$114K +326 +2%
CWA
1254
Clarity Wealth Advisors
California
$6.36M +$91.6K +261 +1%
TIM
1255
Tortoise Investment Management
New York
$6.36M -$30.9K -88 -0.5%
CWM
1256
Congress Wealth Management
Massachusetts
$6.35M +$1.31M +3,725 +26%
BONH
1257
Bank of New Hampshire
New Hampshire
$6.35M +$77.9K +222 +1%
TPI
1258
Trust Point Inc
Wisconsin
$6.35M +$6.25M +17,796 New
PK
1259
Pflug Koory
Nebraska
$6.34M -$2.11K -6 -0%
RCWM
1260
Royal Capital Wealth Management
Indiana
$6.31M – – –
OFA
1261
Oak Family Advisors
Illinois
$6.31M -$104K -297 -2%
DLA
1262
Douglas Lane & Associates
New York
$6.3M -$53.7K -153 -0.9%
FWSM
1263
First Wilshire Securities Management
California
$6.3M -$7.02K -20 -0.1%
JPWM
1264
Jamison Private Wealth Management
Georgia
$6.3M -$702 -2 -0%
TPWA
1265
TRUE Private Wealth Advisors
Oregon
$6.29M +$358K +1,019 +6%
WAP
1266
Wealthcare Advisory Partners
Pennsylvania
$6.26M +$203K +579 +3%
CC
1267
Codex Capital
New York
$6.25M +$395K +1,125 +7%
SCM
1268
Shorepath Capital Management
Utah
$6.25M +$6.15M +17,524 New
IAIM
1269
International Assets Investment Management
Florida
$6.24M +$230K +655 +4%
CWM
1270
Connecticut Wealth Management
Connecticut
$6.24M +$2.41M +6,870 +65%
TC
1271
Telemus Capital
Michigan
$6.21M -$744K -2,120 -11%
CM
1272
Cornerstone Management
Georgia
$6.21M -$233K -665 -4%
PBC
1273
Pavion Blue Capital
California
$6.21M -$41.4K -118 -0.7%
AF
1274
Apexium Financial
Texas
$6.19M +$1.32M +3,751 +28%
CWM
1275
Circle Wealth Management
New Jersey
$6.14M +$48.8K +139 +0.8%
49 50
51
52 53