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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1701
Biegel & Waller
Maryland
$320K +$299K +1,943 New
NC
1702
NewSquare Capital
Pennsylvania
$318K -$346K -2,250 -54%
SFG
1703
StrategIQ Financial Group
Indiana
$318K -$30.8K -200 -9%
HIC
1704
Holderness Investments Company
North Carolina
$318K +$7.7K +50 +3%
CWM
1705
Circle Wealth Management
New Jersey
$316K +$298K +1,938 New
RWMH
1706
Riverpoint Wealth Management Holdings
Illinois
$314K +$301K +1,954 New
LC
1707
LCNB Corp
Ohio
$313K +$296K +1,921 New
FIM
1708
Fernwood Investment Management
Massachusetts
$311K – – –
MCWS
1709
McKinley Carter Wealth Services
West Virginia
$311K +$7.7K +50 +3%
DP
1710
Dearborn Partners
Illinois
$310K -$47.7K -310 -14%
HCA
1711
Harbour Capital Advisors
Virginia
$310K – – –
MAA
1712
Matrix Asset Advisors
New York
$310K – – –
TPWA
1713
TRUE Private Wealth Advisors
Oregon
$309K +$25.9K +168 +10%
KLWA
1714
Kelly Lawrence W & Associates
California
$307K -$34.6K -225 -11%
PAM
1715
Palisade Asset Management
Minnesota
$307K – – –
GHAM
1716
Gilman Hill Asset Management
Connecticut
$307K +$29.9K +194 +11%
MAM
1717
Marquette Asset Management
Minnesota
$306K -$3.08K -20 -1%
MCM
1718
Marathon Capital Management
Maryland
$305K – – –
ACM
1719
American Capital Management
New York
$305K +$17.9K +116 +7%
ECM
1720
ETrade Capital Management
Virginia
$305K +$288K +1,871 New
ACM
1721
AUA Capital Management
Pennsylvania
$301K +$284K +1,845 New
B
1722
Bellecapital
Switzerland
$300K – – –
GLRA
1723
Gerald L. Ray & Associates
Texas
$300K – – –
IWA
1724
IBEX Wealth Advisors
New Jersey
$300K +$15.4K +100 +6%
HCM
1725
Hutchinson Capital Management
California
$299K – – –
67 68
69
70 71