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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SFP
1626
Shepherd Financial Partners
Massachusetts
$403K +$379K +2,460 New
BAM
1627
Bruderman Asset Management
New York
$401K -$554K -3,597 -59%
NCM
1628
Narwhal Capital Management
Georgia
$400K – – –
TWM
1629
Torch Wealth Management
Ohio
$399K – – –
AA
1630
Alesco Advisors
New York
$395K – – –
BMM
1631
Buffington Mohr McNeal
Idaho
$395K +$29.3K +190 +9%
VA
1632
Valmark Advisers
Ohio
$394K -$32.6K -212 -8%
BMC
1633
Benin Management Corp
Connecticut
$394K – – –
LIM
1634
Lagoda Investment Management
New York
$394K +$156K +1,015 +73%
CCMG
1635
Clark Capital Management Group
Pennsylvania
$393K -$616 -4 -0.2%
VFP
1636
Verus Financial Partners
Virginia
$393K – – –
BA
1637
BKS Advisors
Michigan
$393K +$40K +260 +12%
VIA
1638
Vident Investment Advisory
Georgia
$392K -$165K -1,070 -31%
LRIC
1639
Long Road Investment Counsel
Michigan
$391K -$30.8K -200 -8%
CT
1640
Clearstead Trust
Maine
$391K +$370K +2,401 New
HHGA
1641
Halbert Hargrove Global Advisors
California
$389K +$15.2K +99 +4%
BWM
1642
Baystate Wealth Management
Massachusetts
$386K – – –
DLHL
1643
Donald L. Hagan LLC
Florida
$386K – – –
LCM
1644
Lucas Capital Management
New Jersey
$381K -$64.7K -420 -15%
AF
1645
Affiance Financial
Minnesota
$381K – – –
BIAS
1646
Beacon Investment Advisory Services
New Jersey
$381K +$360K +2,336 New
FNBTCON
1647
First National Bank & Trust Co of Newtown
Pennsylvania
$379K +$84.7K +550 +31%
VSWA
1648
Vontobel Swiss Wealth Advisors
Switzerland
$377K -$298K -1,937 -46%
MFW
1649
Meristem Family Wealth
Minnesota
$377K -$154 -1 -4%
GCC
1650
Guardian Capital (Canada)
Ontario, Canada
$374K -$112K -727 -24%
64 65
66
67 68