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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CBFP
1526
Cedar Brook Financial Partners
Ohio
$2.14M -$181K -824 -8%
LFS
1527
Legacy Financial Strategies
Kansas
$2.14M -$47.6K -216 -2%
RIM
1528
Regent Investment Management
Kentucky
$2.14M -$260K -1,181 -11%
TTWM
1529
TCV Trust & Wealth Management
Virginia
$2.12M -$110K -498 -5%
PWG
1530
Private Wealth Group
Florida
$2.12M +$322K +1,464 +19%
VC
1531
Vicus Capital
Pennsylvania
$2.11M -$4.62K -21 -0.2%
IMA
1532
Investment Management Associates
Colorado
$2.11M +$2M +9,081 New
JWCA
1533
J.W. Coons Advisors
Ohio
$2.1M +$16.5K +75 +0.8%
XSC
1534
X-Square Capital
Puerto Rico
$2.1M -$5.5K -25 -0.3%
OCM
1535
Orser Capital Management
Texas
$2.09M – – –
RWM
1536
Ritholtz Wealth Management
New York
$2.09M +$44.7K +203 +2%
IIM
1537
Intact Investment Management
Quebec, Canada
$2.09M -$66.1K -300 -3%
BDF
1538
Balasa Dinverno & Foltz
$2.08M +$583K +2,646 +42%
SIG
1539
Sargent Investment Group
Maryland
$2.08M -$57.7K -262 -3%
PFA
1540
Professional Financial Advisors
Nebraska
$2.08M +$660K +2,997 +50%
OAM
1541
Occidental Asset Management
California
$2.08M +$164K +746 +9%
CCM
1542
Cribstone Capital Management
Maine
$2.07M +$1.23M +5,602 +168%
CCT
1543
Chemung Canal Trust
New York
$2.06M -$7.71K -35 -0.4%
IAIM
1544
International Assets Investment Management
Florida
$2.06M -$160K -728 -8%
LL
1545
LPWM LLC
Minnesota
$2.06M -$95.8K -435 -5%
SCG
1546
Sonata Capital Group
Washington
$2.06M +$60.6K +275 +3%
MW
1547
MBL Wealth
North Carolina
$2.06M +$1.95M +8,867 New
WG
1548
Winton Group
United Kingdom
$2.05M -$5.72M -25,957 -75%
PFSC
1549
Peoples Financial Services Corp
Pennsylvania
$2.05M – – –
MCG
1550
MACRO Consulting Group
New Jersey
$2.05M +$41.4K +188 +2%
60 61
62
63 64