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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1726
Alesco Advisors
New York
$903K +$51.7K +250 +6%
KP
1727
Keel Point
Alabama
$901K +$5.38K +26 +0.6%
SA
1728
SL Advisors
New Jersey
$897K – – –
DCM
1729
Dimension Capital Management
Florida
$897K +$139K +673 +19%
SG
1730
StoneX Group
New York
$896K +$44.3K +214 +5%
LCM
1731
Logan Capital Management
Pennsylvania
$894K -$172K -831 -17%
AWM
1732
AllSquare Wealth Management
New York
$889K -$30K -145 -3%
RIS
1733
Retirement Income Solutions
Michigan
$889K +$31.9K +154 +4%
CCP
1734
Cardan Capital Partners
Colorado
$885K -$90K -435 -9%
BHA
1735
Beech Hill Advisors
New York
$885K – – –
BAMG
1736
Brand Asset Management Group
Missouri
$884K -$24.6K -119 -3%
TAM
1737
Tradition Asset Management
Virginia
$881K +$856K +4,135 New
GAM
1738
Gemmer Asset Management
California
$880K – – –
NPT
1739
Nixon Peabody Trust
Massachusetts
$879K -$48.2K -233 -5%
LF
1740
Lantz Financial
Illinois
$876K -$20.7K -100 -2%
HL
1741
HeadInvest LLC
Maine
$875K +$25.9K +125 +3%
ACM
1742
Ategra Capital Management
Virginia
$875K – – –
CW
1743
Cobiz Wealth
Colorado
$873K -$19.7K -95 -2%
NCM
1744
Northstar Capital Management
New York
$872K – – –
LCP
1745
Legacy Capital Partners
Wisconsin
$867K +$20.7K +100 +3%
CCM
1746
Chilton Capital Management
Texas
$866K -$10.3K -50 -1%
FFBTD
1747
First Financial Bank - Trust Division
Ohio
$865K -$140K -677 -14%
DC
1748
DeDora Capital
California
$864K +$20.3K +98 +2%
FFW
1749
Fusion Family Wealth
New York
$863K +$618K +2,986 +281%
CIAS
1750
Capital Investment Advisory Services
North Carolina
$862K +$47.2K +228 +6%
68 69
70
71 72