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BRK.B icon

Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PCMC
1301
Paragon Capital Management (Colorado)
Colorado
$654K – – –
GWM
1302
Greenwich Wealth Management
Connecticut
$653K +$134K +1,000 +25%
DCM
1303
Donaldson Capital Management
Indiana
$650K -$64.4K -480 -9%
GT
1304
Greenleaf Trust
Michigan
$649K +$268 +2 +0%
OCM
1305
Orleans Capital Management
Louisiana
$647K – – –
MCM
1306
Mengis Capital Management
Oregon
$647K +$44.3K +330 +18%
QGM
1307
Quality Growth Management
California
$647K +$658K +4,900 New
HCIA
1308
Hochman Cole Investment Advisors
Illinois
$646K +$657K +4,892 New
BWFM
1309
Bridgewater Wealth & Financial Management
Maryland
$645K – – –
PP
1310
Paloma Partners
Connecticut
$644K +$654K +4,875 New
CAI
1311
Capital Advisors Inc
Oklahoma
$644K +$48.3K +360 +8%
TSWM
1312
Triangle Securities Wealth Management
North Carolina
$643K +$186K +1,383 +40%
PFS
1313
Physicians Financial Services
North Carolina
$640K +$651K +4,850 New
TFF
1314
The Family Firm
Maryland
$638K -$46.7K -348 -7%
VHAM
1315
Van Hulzen Asset Management
California
$636K +$103K +765 +19%
CWA
1316
Cypress Wealth Advisors
California
$635K -$368K -2,744 -36%
SAM
1317
SignalPoint Asset Management
Missouri
$635K -$134K -1,000 -17%
LCM
1318
Logan Capital Management
Pennsylvania
$630K -$2.15K -16 -0.3%
FA
1319
FCG Advisors
New Jersey
$629K -$6.71K -50 -1%
AMG
1320
Asset Management Group
Connecticut
$628K – – –
PIM
1321
Penobscot Investment Management
Massachusetts
$625K -$53.7K -400 -8%
MCM
1322
Monarch Capital Management
Indiana
$621K -$14.8K -110 -2%
WI
1323
Wedgewood Investors
Pennsylvania
$620K – – –
SWM
1324
Stockman Wealth Management
Montana
$619K +$6.71K +50 +1%
AAMU
1325
Amundi Asset Management US
Massachusetts
$619K +$20K +149 +3%
51 52
53
54 55