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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWM
1726
Marks Group Wealth Management
Minnesota
$5.14M -$98.5K -194 -2%
JWM
1727
JPL Wealth Management
Colorado
$5.13M -$26.9K -53 -0.5%
WFAG
1728
Wescott Financial Advisory Group
Pennsylvania
$5.12M +$5.59K +11 +0.1%
NRW
1729
Nova R Wealth
Kansas
$5.11M -$31.5K -62 -0.6%
CCG
1730
Ceeto Capital Group
Florida
$5.11M +$4.21M +8,290 +373%
AWA
1731
Artemis Wealth Advisors
New York
$5.1M – – –
DAM
1732
Delta Asset Management
Tennessee
$5.09M -$273K -538 -5%
BW
1733
Basepoint Wealth
Iowa
$5.09M -$163K -321 -3%
IFWM
1734
Institute for Wealth Management
Colorado
$5.09M +$6.6K +13 +0.1%
SLWA
1735
San Luis Wealth Advisors
California
$5.08M -$730K -1,437 -12%
BIM
1736
Barton Investment Management
Pennsylvania
$5.08M – – –
ITC
1737
Inspire Trust Company
Nevada
$5.08M +$1.6M +3,150 +43%
CAM
1738
Cidel Asset Management
Ontario, Canada
$5.07M +$341K +671 +7%
FWM
1739
Focused Wealth Management
New York
$5.07M +$78.7K +155 +2%
JBA
1740
Johnson Bixby & Associates
Washington
$5.06M +$4.57K +9 +0.1%
HWP
1741
Highline Wealth Partners
California
$5.06M -$115K -227 -2%
SWP
1742
Strategic Wealth Partners
Ohio
$5.06M +$5.29M +10,407 New
PCS
1743
Personal CFO Solutions
New Jersey
$5.05M +$106K +209 +2%
ALC
1744
Alexander Labrunerie & Co
Missouri
$5.04M +$39.6K +78 +0.8%
CFP
1745
Catalyst Financial Partners
Massachusetts
$5.04M +$284K +559 +6%
KF
1746
KKM Financial
Illinois
$5.03M +$942K +1,854 +22%
SA
1747
Sage Advisors
Colorado
$5.03M +$525K +1,034 +11%
BLC
1748
Brown, Lisle/Cummings
Rhode Island
$5.03M +$18.3K +36 +0.3%
WCM
1749
Weaver Capital Management
Georgia
$5.02M +$632K +1,245 +14%
NL
1750
NVWM LLC
Pennsylvania
$5.01M +$299K +588 +6%
68 69
70
71 72