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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
IGWM
1726
ICA Group Wealth Management
Colorado
$2.15M +$253K +808 +13%
SAM
1727
Seelaus Asset Management
New Jersey
$2.15M +$474K +1,510 +24%
MGWM
1728
Marks Group Wealth Management
Minnesota
$2.14M -$41.1K -131 -2%
RHP
1729
Royal Harbor Partners
Texas
$2.14M +$933K +2,974 +61%
JF
1730
JSF Financial
California
$2.14M +$135K +431 +6%
AA
1731
Alesco Advisors
New York
$2.13M +$92.5K +295 +4%
MSA
1732
Marino Stram & Associates
Massachusetts
$2.12M +$122K +390 +5%
OC
1733
Oakworth Capital
Alabama
$2.12M – – –
TIAM2
1734
Tru Independence Asset Management 2
Oregon
$2.12M -$238K -760 -9%
FAT
1735
First American Trust
California
$2.11M -$14.4K -46 -0.6%
KA
1736
Klingman & Associates
New York
$2.11M -$24.8K -79 -1%
AWS
1737
AJ Wealth Strategies
New York
$2.1M -$45.2K -144 -2%
SXL
1738
Summit X LLC
Missouri
$2.1M -$23.8K -76 -1%
AIS
1739
American Investment Services
Massachusetts
$2.1M +$27.6K +88 +1%
HP
1740
Hikari Power
Japan
$2.09M +$87.8K +280 +4%
HHGA
1741
Halbert Hargrove Global Advisors
California
$2.09M +$39.8K +127 +2%
MW
1742
Marcum Wealth
Ohio
$2.09M +$118K +375 +5%
FCM
1743
Fourpath Capital Management
Oklahoma
$2.09M +$209K +665 +10%
ZIC
1744
ZWJ Investment Counsel
Georgia
$2.08M +$183K +582 +8%
VCM
1745
Versant Capital Management
Arizona
$2.08M +$939K +2,992 +65%
AIIMS
1746
Analyst IMS Investment Management Services
Israel
$2.07M -$38.3K -122 -2%
EGA
1747
E&G Advisors
Texas
$2.07M – – –
BWM
1748
Baystate Wealth Management
Massachusetts
$2.07M +$284K +905 +14%
CB
1749
Cadence Bank
Mississippi
$2.07M -$7.22K -23 -0.3%
FAM
1750
Formidable Asset Management
Ohio
$2.07M -$69.6K -222 -3%
68 69
70
71 72