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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1601
TRUE Private Wealth Advisors
Oregon
$1.17M +$51.5K +249 +5%
SPC
1602
Stewart & Patten Company
California
$1.16M -$10.3K -50 -0.9%
SWK
1603
Stephen W. Kidder
$1.16M – – –
MCM
1604
Maple Capital Management
Vermont
$1.16M +$76.8K +371 +7%
PAS
1605
Partnervest Advisory Services
California
$1.16M -$46.8K -226 -4%
ACS
1606
Archford Capital Strategies
Illinois
$1.15M +$78.4K +379 +8%
NOCM
1607
Night Owl Capital Management
Connecticut
$1.15M +$600K +2,900 +116%
MLFP
1608
MPS Loria Financial Planners
Illinois
$1.15M – – –
LFA
1609
Legacy Financial Advisors
Kentucky
$1.15M -$18.6K -90 -2%
AOWM
1610
Alpha Omega Wealth Management
Virginia
$1.15M +$18.6K +90 +2%
OIA
1611
Optimum Investment Advisors
Illinois
$1.15M -$31K -150 -3%
CIM
1612
CIM Investment Management
Pennsylvania
$1.14M +$43.7K +211 +4%
EWM
1613
Elmwood Wealth Management
California
$1.14M -$23.8K -115 -2%
EWA
1614
ERTS Wealth Advisors
Michigan
$1.14M -$10.3K -50 -0.9%
OFW
1615
Omnia Family Wealth
Florida
$1.13M +$23.4K +113 +2%
SWA
1616
Stratos Wealth Advisors
Ohio
$1.13M +$65.4K +316 +6%
NB
1617
Northwest Bancshares
Pennsylvania
$1.13M – – –
P
1618
&Partners
Tennessee
$1.13M +$414K +2,000 +61%
CIP
1619
Convergence Investment Partners
Florida
$1.12M +$16.6K +80 +2%
CWM
1620
Calamos Wealth Management
Illinois
$1.12M -$80.7K -390 -7%
BMCM
1621
Bryn Mawr Capital Management
Pennsylvania
$1.12M +$20.7K +100 +2%
SWRP
1622
Summit Wealth & Retirement Planning
California
$1.12M – – –
PCM
1623
Penserra Capital Management
California
$1.11M +$1.08M +5,232 New
NEGWA
1624
New England Guild Wealth Advisors
Connecticut
$1.11M -$396K -1,912 -27%
VCM
1625
Vision Capital Management
Oregon
$1.11M -$10.3K -50 -0.9%
63 64
65
66 67