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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SHJ
1501
Sharkey, Howes & Javer
Colorado
$655K – – –
MWM
1502
Modera Wealth Management
New Jersey
$655K +$73.6K +440 +13%
MCM
1503
MV Capital Management
Maryland
$654K – – –
BWP
1504
BSW Wealth Partners
Colorado
$650K +$2.68K +16 +0.4%
FBT
1505
First Bankers Trust
Kentucky
$649K -$134K -800 -17%
KP
1506
Keel Point
Alabama
$644K +$10.4K +62 +2%
GVT
1507
Genesee Valley Trust
New York
$642K -$53.4K -319 -8%
GWM
1508
Greenwich Wealth Management
Connecticut
$642K +$130K +778 +25%
SGK
1509
Steigerwald Gordon & Koch
Virginia
$638K -$18.4K -110 -3%
BL
1510
Balentine LLC
Georgia
$638K +$51.4K +307 +9%
TCM
1511
Tradewinds Capital Management
Washington
$637K -$4.18K -25 -0.6%
JCM
1512
Janney Capital Management
Pennsylvania
$634K -$56.4K -337 -8%
IOOF
1513
Independent Order of Foresters
Ontario, Canada
$634K -$41.8K -250 -6%
FNFDCM
1514
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$633K -$19.2K -115 -3%
PPCM
1515
Pillar Pacific Capital Management
California
$632K -$32.5K -194 -5%
PS
1516
Portfolio Solutions
Michigan
$627K – – –
PCMM
1517
Private Capital Management (Minnesota)
Minnesota
$625K +$117K +700 +23%
KPF
1518
K2 Principal Fund
Ontario, Canada
$623K -$167K -1,000 -21%
BIA
1519
Biondo Investment Advisors
Pennsylvania
$623K – – –
LCM
1520
LVM Capital Management
Michigan
$622K – – –
OC
1521
Oakworth Capital
Alabama
$621K -$159K -950 -20%
HPWM
1522
Highland Private Wealth Management
Washington
$621K -$34.8K -208 -5%
CWM
1523
Confluence Wealth Management
Oregon
$621K – – –
STMM
1524
South Texas Money Management
Texas
$621K +$116K +695 +23%
GRP
1525
Global Retirement Partners
California
$618K -$5.69K -34 -0.9%
59 60
61
62 63