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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1501
Ritholtz Wealth Management
New York
$987K +$695K +3,659 +277%
GSC
1502
G&S Capital
Colorado
$979K +$938K +4,938 New
SA
1503
SL Advisors
New Jersey
$976K +$101K +531 +12%
PM
1504
Penbrook Management
New York
$975K +$934K +4,920 New
BA
1505
Bard Associates
Illinois
$972K – – –
SMI
1506
Shelter Mutual Insurance
Missouri
$972K – – –
OCM
1507
Orleans Capital Management
Louisiana
$971K – – –
BAM
1508
Brave Asset Management
New Jersey
$969K -$1.71K -9 -0.2%
AUB
1509
Atlantic Union Bankshares
Virginia
$966K – – –
LWM
1510
Lyell Wealth Management
California
$961K – – –
WLIM
1511
White Lighthouse Investment Management
Massachusetts
$961K +$920K +4,846 New
OFW
1512
Omnia Family Wealth
Florida
$960K +$19K +100 +2%
CF
1513
Centaurus Financial
California
$958K +$917K +4,831 New
AFNAS
1514
American Financial Network Advisory Services
California
$957K -$105K -552 -10%
AP
1515
Atwood & Palmer
Missouri
$956K -$52.8K -278 -5%
SCG
1516
Sonata Capital Group
Washington
$956K – – –
CPA
1517
Capital Planning Advisors
California
$951K +$45.4K +239 +5%
JGIA
1518
Jackson Grant Investment Advisers
Connecticut
$951K +$199K +1,050 +28%
NFG
1519
Nadler Financial Group
Illinois
$951K +$209K +1,100 +30%
STMM
1520
South Texas Money Management
Texas
$950K -$41.6K -219 -4%
NPT
1521
Nixon Peabody Trust
Massachusetts
$948K -$46.5K -245 -5%
EA
1522
Elm Advisors
California
$948K – – –
IIM
1523
Intact Investment Management
Quebec, Canada
$944K -$57K -300 -6%
HCM
1524
Hilton Capital Management
New York
$942K +$141K +740 +18%
WTB
1525
Washington Trust Bank
Washington
$939K -$38K -200 -4%
59 60
61
62 63