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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1726
Continuum Advisory
Idaho
$5.09M -$210K -428 -4%
MEG
1727
Millstone Evans Group
Colorado
$5.09M -$28.5K -58 -0.5%
SPA
1728
Sound Portfolio Advisors
Connecticut
$5.09M +$11.3K +23 +0.2%
FWM
1729
Focused Wealth Management
New York
$5.08M +$147K +300 +3%
FM
1730
Family Management
New York
$5.08M +$187K +381 +4%
HFW
1731
Horizon Family Wealth
Illinois
$5.07M +$142K +289 +3%
BFA
1732
Bill Few Associates
Pennsylvania
$5.07M +$113K +231 +2%
PCS
1733
Personal CFO Solutions
New Jersey
$5.07M -$217K -443 -4%
GCM
1734
Gallacher Capital Management
Colorado
$5.06M +$2.94K +6 +0.1%
ACM
1735
Allred Capital Management
Texas
$5.05M -$8.84K -18 -0.2%
ZIC
1736
ZWJ Investment Counsel
Georgia
$5.05M +$1.47M +3,001 +40%
BLC
1737
Brown, Lisle/Cummings
Rhode Island
$5.05M +$70.7K +144 +1%
BIP
1738
Blueprint Investment Partners
North Carolina
$5.05M -$2.31M -4,701 -31%
PGWM
1739
Parisi Gray Wealth Management
New Jersey
$5.04M -$529K -1,078 -9%
WB
1740
Webster Bank
Connecticut
$5.04M -$56K -114 -1%
WFAG
1741
Wescott Financial Advisory Group
Pennsylvania
$5.02M -$28K -57 -0.5%
SC
1742
Shearwater Capital
Colorado
$5.02M +$4.67M +9,518 +1,003%
SCP
1743
Stamos Capital Partners
California
$5.01M +$1.28M +2,613 +33%
VWM
1744
Vertrix Wealth Management
Michigan
$5M +$5.12M +10,430 New
SCM
1745
Sterling Capital Management
North Carolina
$4.98M +$1.9M +3,868 +59%
AIA
1746
AIMZ Investment Advisors
California
$4.97M -$78.5K -160 -2%
MFWP
1747
Mosaic Family Wealth Partners
Missouri
$4.95M +$886K +1,805 +21%
ACM
1748
AKRE Capital Management
Virginia
$4.95M -$767K -1,563 -13%
TTWM
1749
TCV Trust & Wealth Management
Virginia
$4.95M -$628K -1,280 -11%
TAFW
1750
Tred Avon Family Wealth
Maryland
$4.95M -$3.37M -6,858 -40%
68 69
70
71 72