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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
NCMG
1501
NCM Capital Management Group
North Carolina
$276K – – –
MTC
1502
McDaniel Terry & Co
Texas
$273K -$9.27K -65 -3%
GCM
1503
Grisanti Capital Management
New York
$273K – – –
BMM
1504
Buffington Mohr McNeal
Idaho
$272K – – –
IIC
1505
Ironwood Investment Counsel
Arizona
$272K – – –
MCM
1506
Marathon Capital Management
Maryland
$272K – – –
ST
1507
Sageworth Trust
Pennsylvania
$272K – – –
HIM
1508
Hillsdale Investment Management
Ontario, Canada
$272K +$57.1K +400 +25%
PFC
1509
Phocas Financial Corp
California
$271K -$28.2K -198 -9%
MAA
1510
Matrix Asset Advisors
New York
$271K +$4.99K +35 +2%
CYG
1511
Clean Yield Group
Vermont
$270K – – –
PWAG
1512
Polaris Wealth Advisory Group
California
$269K – – –
UBV
1513
United Bank (Virginia)
Virginia
$269K +$281K +1,973 New
GHAM
1514
Gilman Hill Asset Management
Connecticut
$268K – – –
HCM
1515
Hutchinson Capital Management
California
$268K +$7.13K +50 +3%
IWC
1516
Integrated Wealth Counsel
California
$264K – – –
HIC
1517
Holderness Investments Company
North Carolina
$259K -$163K -1,140 -38%
OPTFSNA
1518
Old Point Trust & Financial Services N A
Virginia
$259K – – –
BCMIO
1519
Beacon Capital Management Inc (Ohio)
Ohio
$258K -$71.3K -500 -21%
OCM
1520
One Capital Management
California
$258K -$30.7K -215 -10%
EWMCB
1521
EisnerAmper Wealth Management Corporate Benefits
New Jersey
$257K +$2.85K +20 +1%
SMC
1522
Smith, Moore & Co
Missouri
$257K +$7.13K +50 +3%
RCM
1523
RNC Capital Management
California
$257K +$12.8K +90 +5%
YP
1524
Yellowstone Partners
Idaho
$255K +$18K +126 +7%
AWE
1525
Avidian Wealth Enterprises
Texas
$255K +$268K +1,877 New
59 60
61
62 63