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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
LAIC
1626
Lederer & Associates Investment Counsel
California
$2.1M +$303K +1,078 +16%
AIS
1627
American Investment Services
Massachusetts
$2.1M – – –
VAS
1628
Vestmark Advisory Solutions
Massachusetts
$2.1M -$135K -482 -6%
HHGA
1629
Halbert Hargrove Global Advisors
California
$2.08M +$1.32M +4,713 +161%
AR
1630
Advisory Research
Illinois
$2.08M -$4.78K -17 -0.2%
NAM
1631
NTV Asset Management
West Virginia
$2.08M +$28.1K +100 +1%
NERM
1632
New England Research & Management
Illinois
$2.08M -$7.02K -25 -0.3%
SMC
1633
Smith, Moore & Co
Missouri
$2.08M +$61.5K +219 +3%
DCM
1634
Donaldson Capital Management
Indiana
$2.08M +$251K +895 +13%
TC
1635
Trilogy Capital
California
$2.07M -$241K -858 -10%
EGA
1636
E&G Advisors
Texas
$2.07M +$2.13M +7,583 New
1W
1637
1776 Wealth
Georgia
$2.07M – – –
HTHT
1638
Hemenway Trust Hemenway Trust
New Hampshire
$2.06M -$21.1K -75 -1%
LBC
1639
Lowe Brockenbrough & Co
Virginia
$2.06M +$301K +1,071 +17%
HWMG
1640
Hurlow Wealth Management Group
Indiana
$2.06M -$36K -128 -2%
SFG
1641
SNS Financial Group
Minnesota
$2.05M -$5.9K -21 -0.3%
BFS
1642
Baskin Financial Services
Ontario, Canada
$2.05M – – –
IIM
1643
Intact Investment Management
Quebec, Canada
$2.05M – – –
MSFP
1644
Mark Sheptoff Financial Planning
Connecticut
$2.04M -$49.2K -175 -2%
PP
1645
Pegasus Partners
Wisconsin
$2.03M -$188K -670 -8%
CCM
1646
Condor Capital Management
New Jersey
$2.03M +$80.3K +286 +4%
EWM
1647
Endurance Wealth Management
Rhode Island
$2.03M +$14K +50 +0.7%
ICM
1648
Islay Capital Management
Texas
$2.03M +$288K +1,025 +16%
BWP
1649
Baldwin Wealth Partners
Massachusetts
$2.03M -$4.78K -17 -0.2%
MFW
1650
Mosaic Family Wealth
Missouri
$2.02M +$63.2K +225 +3%
64 65
66
67 68