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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1676
Concert Wealth Management
California
$346K -$429K -2,784 -57%
UBWV
1677
United Bank (West Virginia)
West Virginia
$346K -$7.7K -50 -2%
AIM
1678
Acropolis Investment Management
Missouri
$345K -$25.6K -166 -7%
JMFC
1679
J.M. Forbes & Co
Massachusetts
$343K – – –
WCM
1680
Weatherstone Capital Management
Colorado
$342K +$5.54K +36 +2%
WIP
1681
Wellesley Investment Partners
Massachusetts
$338K -$38.5K -250 -11%
BONST
1682
Bank of Nova Scotia Trust
Ontario, Canada
$338K +$22K +143 +7%
FCIM
1683
Fairview Capital Investment Management
California
$337K – – –
RCM
1684
Radnor Capital Management
Pennsylvania
$337K +$318K +2,065 New
CYG
1685
Clean Yield Group
Vermont
$336K +$5.7K +37 +2%
BCA
1686
Bray Capital Advisors
Florida
$334K – – –
FM
1687
Family Management
New York
$334K – – –
RP
1688
Rowlandmiller & Partners
Georgia
$334K – – –
IP
1689
Isthmus Partners
Wisconsin
$332K – – –
ZAM
1690
Zevin Asset Management
Massachusetts
$332K +$314K +2,040 New
HCM
1691
Hodges Capital Management
Texas
$328K – – –
AIM
1692
Arcadia Investment Management
Michigan
$327K – – –
GLA
1693
Good Life Advisors
Pennsylvania
$327K +$312K +2,024 New
CCM
1694
Chickasaw Capital Management
Tennessee
$326K – – –
ST
1695
Sageworth Trust
Pennsylvania
$326K – – –
CHC
1696
City Holding Co
West Virginia
$325K +$11.7K +76 +4%
TBNY
1697
Trustco Bank (New York)
New York
$324K +$57.3K +372 +23%
ICM
1698
IMS Capital Management
Oregon
$324K +$307K +1,991 New
MGAM
1699
McGowan Group Asset Management
Texas
$322K – – –
SPWA
1700
SteelBridge Private Wealth Advisors
Florida
$320K +$2.31K +15 +0.8%
66 67
68
69 70