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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1601
Venturi Wealth Management
Texas
$1.15M +$971K +4,650 +340%
FCH
1602
Freestone Capital Holdings
Washington
$1.15M +$26.1K +125 +2%
CCM
1603
Community Capital Management
Florida
$1.15M +$1.18M +5,639 New
LC
1604
Lindbrook Capital
California
$1.15M +$1.18M +5,642 New
MPM
1605
Meritage Portfolio Management
Kansas
$1.14M -$397K -1,900 -25%
IFWM
1606
Institute for Wealth Management
Colorado
$1.13M +$1.16M +5,555 New
PIC
1607
Portland Investment Counsel
Ontario, Canada
$1.13M -$1.22M -5,828 -51%
SMC
1608
Smith, Moore & Co
Missouri
$1.13M -$207K -993 -15%
GLI
1609
Guardian Life Insurance
New York
$1.13M +$5.43K +26 +0.5%
SPC
1610
Stewart & Patten Company
California
$1.12M – – –
MLFP
1611
MPS Loria Financial Planners
Illinois
$1.12M +$17.8K +85 +2%
VR
1612
Viridian RIA
Washington
$1.12M -$42K -201 -4%
AT
1613
Arden Trust
Delaware
$1.11M -$83.5K -400 -7%
HA
1614
Harfst & Associates
Wyoming
$1.11M +$4.18K +20 +0.4%
CGL
1615
Clarius Group LLC
Washington
$1.11M +$313K +1,500 +38%
LFA
1616
Legacy Financial Advisors
Kentucky
$1.11M +$82.1K +393 +8%
GCA
1617
Gradient Capital Advisors
California
$1.11M +$33.4K +160 +3%
ANTB
1618
AMG National Trust Bank
Colorado
$1.1M – – –
WP
1619
WealthSource Partners
California
$1.1M +$117K +558 +12%
EWA
1620
ERTS Wealth Advisors
Michigan
$1.1M +$1.13M +5,388 New
KWA
1621
KCS Wealth Advisory
California
$1.1M +$128K +614 +13%
AL
1622
AJO LP
Pennsylvania
$1.1M -$4.19M -20,074 -79%
NB
1623
Northwest Bancshares
Pennsylvania
$1.09M +$23K +110 +2%
ITIM
1624
Indiana Trust & Investment Management
Indiana
$1.09M -$39.7K -190 -3%
HCM
1625
Hilton Capital Management
New York
$1.08M – – –
63 64
65
66 67