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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1701
RKL Wealth Management
Pennsylvania
$3.11M +$92.9K +262 +3%
LAS
1702
LWM Advisory Services
Florida
$3.11M +$54.3K +153 +2%
PC
1703
Permanens Capital
New York
$3.11M +$131K +370 +4%
ME
1704
McIlrath & Eck
Washington
$3.11M +$186K +525 +6%
CFP
1705
Catalyst Financial Partners
Massachusetts
$3.11M +$205K +579 +7%
AMBIA
1706
Allen Mooney & Barnes Investment Advisors
Georgia
$3.09M +$1.46M +4,126 +88%
EWM
1707
Executive Wealth Management
Michigan
$3.09M +$380K +1,071 +14%
AIM
1708
Acropolis Investment Management
Missouri
$3.08M +$235K +661 +8%
CD
1709
Chapin Davis
Maryland
$3.08M +$129K +365 +4%
RFA
1710
Resurgent Financial Advisors
Georgia
$3.05M -$355 -1 -0%
HFM
1711
Hartford Financial Management
Connecticut
$3.05M -$49.7K -140 -2%
BFA
1712
Bill Few Associates
Pennsylvania
$3.04M +$8.51K +24 +0.3%
SMC
1713
Smith, Moore & Co
Missouri
$3.04M +$34.4K +97 +1%
MW
1714
Marcum Wealth
Ohio
$3.03M +$14.2K +40 +0.5%
VAS
1715
Vestmark Advisory Solutions
Massachusetts
$3.03M -$3.01M -8,479 -49%
ZIC
1716
ZWJ Investment Counsel
Georgia
$3.02M +$3.06M +8,632 New
AI
1717
AXS Investments
New York
$3.02M -$120K -339 -4%
CF
1718
Crosspoint Financial
California
$3.01M – – –
SA
1719
SRH Advisors
Kansas
$3.01M -$71K -200 -2%
ACM
1720
Ashford Capital Management
Delaware
$3M -$209K -590 -6%
GSIAS
1721
Garden State Investment Advisory Services
New Jersey
$3M +$11.7K +33 +0.4%
SW
1722
SMART Wealth
Nebraska
$2.99M +$295K +832 +11%
JF
1723
JSF Financial
California
$2.98M -$48.2K -136 -2%
IPAM
1724
ICICI Prudential Asset Management
India
$2.98M – – –
ICM
1725
IMS Capital Management
Oregon
$2.97M +$33.7K +95 +1%
67 68
69
70 71