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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PCS
1726
Personal CFO Solutions
New Jersey
$4.49M +$161K +363 +4%
JSC
1727
J. Stern & Co
United Kingdom
$4.49M – – –
HWP
1728
Highline Wealth Partners
California
$4.49M +$234K +529 +6%
JF
1729
JSF Financial
California
$4.47M +$524K +1,185 +14%
NA
1730
Nottingham Advisors
New York
$4.47M – – –
WGCA
1731
Wolf Group Capital Advisors
Virginia
$4.46M -$412K -931 -7%
CCM
1732
Conway Capital Management
California
$4.46M +$68.5K +155 +2%
SS
1733
Sunbelt Securities
Texas
$4.45M -$74.3K -168 -2%
CFGSD
1734
Compass Financial Group (South Dakota)
South Dakota
$4.44M +$86.2K +195 +2%
BFPW
1735
BOK Financial Private Wealth
Colorado
$4.44M +$303K +686 +8%
AWM
1736
Avitas Wealth Management
California
$4.43M +$59.3K +134 +1%
QWM
1737
Quadcap Wealth Management
Texas
$4.43M +$392K +887 +10%
TIA
1738
Traphagen Investment Advisors
New Jersey
$4.43M +$13.3K +30 +0.3%
BOPW
1739
Brandywine Oak Private Wealth
Pennsylvania
$4.42M +$71.6K +162 +2%
RFA
1740
Resurgent Financial Advisors
Georgia
$4.42M +$89.3K +202 +2%
NAMNJ
1741
NorthStar Asset Management (New Jersey)
New Jersey
$4.42M -$55.7K -126 -1%
AMM
1742
American Money Management
California
$4.42M -$14.6K -33 -0.3%
CWM
1743
Concentrum Wealth Management
California
$4.42M +$960K +2,172 +29%
GSIAS
1744
Garden State Investment Advisory Services
New Jersey
$4.42M +$311K +703 +8%
AG
1745
Algert Global
California
$4.42M +$4.24M +9,599 New
TFG
1746
Taylor Financial Group
Virginia
$4.42M – – –
EFM
1747
E Fund Management
China
$4.41M +$302K +683 +8%
AOI
1748
Auto-Owners Insurance
Michigan
$4.41M – – –
FM
1749
Family Management
New York
$4.4M -$4.18M -9,445 -50%
LF
1750
Lantz Financial
Illinois
$4.4M +$38.5K +87 +0.9%
68 69
70
71 72