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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1726
Institute for Wealth Management
Colorado
$5.23M -$38.7K -80 -0.8%
STB
1727
S&T Bank
Pennsylvania
$5.23M -$720K -1,487 -13%
CCT
1728
Capital City Trust
Florida
$5.21M -$462K -954 -8%
NWMG
1729
National Wealth Management Group
Ohio
$5.21M +$65.9K +136 +1%
CA
1730
Continuum Advisory
Idaho
$5.2M +$492K +1,015 +11%
BW
1731
Basepoint Wealth
Iowa
$5.19M -$76.5K -158 -2%
BLC
1732
Brown, Lisle/Cummings
Rhode Island
$5.19M -$17K -35 -0.3%
ITB
1733
Idaho Trust Bank
Idaho
$5.18M +$720K +1,487 +17%
HFW
1734
Horizon Family Wealth
Illinois
$5.18M +$3.88K +8 +0.1%
CAM
1735
Cidel Asset Management
Ontario, Canada
$5.18M -$71.2K -147 -1%
JBA
1736
Johnson Bixby & Associates
Washington
$5.18M -$54.7K -113 -1%
WBC
1737
Westpac Banking Corp
Australia
$5.17M – – –
RPWA
1738
Regent Peak Wealth Advisors
Georgia
$5.16M +$4.97M +10,270 New
BP
1739
BWM Planning
Texas
$5.16M +$48K +99 +1%
HWP
1740
Highline Wealth Partners
California
$5.16M -$70.7K -146 -1%
BWM
1741
Bernard Wealth Management
Michigan
$5.16M -$27.6K -57 -0.6%
BFA
1742
Bill Few Associates
Pennsylvania
$5.15M -$8.23K -17 -0.2%
LAM
1743
LOM Asset Management
$5.15M +$401K +827 +9%
MGWM
1744
Marks Group Wealth Management
Minnesota
$5.15M -$163K -336 -3%
MIM
1745
Merrion Investment Management
New Jersey
$5.15M +$48.4K +100 +1%
DAM
1746
Delta Asset Management
Tennessee
$5.14M -$130K -268 -3%
SIMG
1747
Sonora Investment Management Group
Arizona
$5.14M -$192K -397 -4%
LAS
1748
LWM Advisory Services
Florida
$5.13M +$118K +243 +2%
AFIA
1749
America First Investment Advisors
Nebraska
$5.13M +$632K +1,304 +15%
MIC
1750
Meridian Investment Counsel
California
$5.12M -$50.9K -105 -1%
68 69
70
71 72