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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
1501
Sutton Wealth Advisors
Florida
$611K +$7.7K +50 +1%
GRP
1502
Global Retirement Partners
California
$610K +$576K +3,743 New
MFIMFI
1503
Mesirow Financial Investment Management - Fixed Income
Illinois
$609K – – –
LCM
1504
LVM Capital Management
Michigan
$608K -$69.3K -450 -11%
CWM
1505
Confluence Wealth Management
Oregon
$607K +$11.5K +75 +2%
HFA
1506
High Falls Advisors
New York
$605K -$17.7K -115 -3%
WPC
1507
White Pine Capital
Minnesota
$603K – – –
NFG
1508
Nadler Financial Group
Illinois
$600K +$15.4K +100 +3%
RSA
1509
Robertson Stephens Advisors
California
$600K +$567K +3,681 New
TCOT
1510
Trust Company of Toledo
Ohio
$598K – – –
CFA
1511
Capstone Financial Advisors
Illinois
$596K -$77K -500 -12%
DMC
1512
Drexel Morgan & Co
Pennsylvania
$594K – – –
CNB
1513
Camden National Bank
Maine
$594K +$562K +3,648 New
BHBT
1514
Burke & Herbert Bank & Trust
Virginia
$590K -$4.46K -29 -0.8%
SQA
1515
Simon Quick Advisors
New Jersey
$588K +$556K +3,610 New
WA
1516
WealthTrust-Arizona
Arizona
$586K +$32.6K +212 +6%
RT
1517
Rockland Trust
Massachusetts
$581K -$47.7K -310 -8%
CAW
1518
Cornerstone Advisors (Washington)
Washington
$581K +$142K +925 +35%
BIG
1519
Bellwether Investment Group
Tennessee
$581K +$549K +3,564 New
PWAG
1520
Polaris Wealth Advisory Group
California
$577K +$38.5K +250 +8%
PAS
1521
Partnervest Advisory Services
California
$576K +$29.4K +191 +6%
BL
1522
Balentine LLC
Georgia
$574K -$18.9K -123 -3%
RHAM
1523
Round Hill Asset Management
California
$571K +$539K +3,500 New
EDRIA
1524
Edmonds Duncan Registered Investment Advisors
Kansas
$568K – – –
MWM
1525
Modera Wealth Management
New Jersey
$568K – – –
59 60
61
62 63