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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
KPW
1501
Kore Private Wealth
New York
$1.62M +$201K +1,099 +14%
LL
1502
LPWM LLC
Minnesota
$1.62M -$19.2K -105 -1%
QFA
1503
Quattro Financial Advisors
Texas
$1.62M +$1.66M +9,071 New
SW
1504
SteelPeak Wealth
California
$1.6M -$31K -170 -2%
BCI
1505
Brinker Capital Investments
Pennsylvania
$1.6M +$665K +3,642 +68%
KCM
1506
Karp Capital Management
California
$1.6M -$122K -670 -7%
SIG
1507
Sargent Investment Group
Maryland
$1.6M +$316K +1,730 +24%
WHG
1508
Westwood Holdings Group
Texas
$1.59M +$79.8K +437 +5%
SMFS
1509
Squar Milner Financial Services
California
$1.59M -$15.3K -84 -0.9%
GP
1510
Girard Partners
Pennsylvania
$1.59M -$92.8K -508 -5%
CA
1511
Calton & Associates
Florida
$1.59M +$39.1K +214 +2%
AIM
1512
Avity Investment Management
Connecticut
$1.59M +$484K +2,650 +43%
HWMG
1513
Hurlow Wealth Management Group
Indiana
$1.58M +$286K +1,566 +22%
PFSC
1514
Peoples Financial Services Corp
Pennsylvania
$1.58M -$36.5K -200 -2%
KC
1515
Knuff & Co
California
$1.57M -$77.6K -425 -5%
ACP
1516
Ashfield Capital Partners
California
$1.57M -$278K -1,520 -15%
AR
1517
Advisory Research
Illinois
$1.56M -$568K -3,108 -26%
GRP
1518
Global Retirement Partners
California
$1.55M +$239K +1,309 +18%
WCM
1519
Whitener Capital Management
North Carolina
$1.55M – – –
CFS
1520
CRA Financial Services
New Jersey
$1.55M -$55K -301 -3%
AA
1521
Aufman Associates
Pennsylvania
$1.55M +$269K +1,475 +20%
JWCA
1522
J.W. Coons Advisors
Ohio
$1.54M +$37.6K +206 +2%
PCM
1523
Pennsylvania Capital Management
Pennsylvania
$1.54M +$867K +4,747 +122%
PP
1524
Professional Planning
California
$1.54M +$1.58M +8,646 New
WWM
1525
Windsor Wealth Management
Indiana
$1.54M -$25.2K -138 -2%
59 60
61
62 63