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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
TC
1751
Trilogy Capital
California
$836K – – –
NCM
1752
Northstar Capital Management
New York
$835K – – –
CGA
1753
Crescent Grove Advisors
Illinois
$835K +$322K +1,540 +60%
SIAS
1754
Shine Investment Advisory Services
Colorado
$834K -$20.5K -98 -2%
CT
1755
Clearstead Trust
Maine
$833K +$389K +1,864 +84%
BWP
1756
BSW Wealth Partners
Colorado
$828K -$37K -177 -4%
BWM
1757
Bernicke Wealth Management
Wisconsin
$826K +$43.2K +207 +5%
BA
1758
Bard Associates
Illinois
$824K -$31.3K -150 -4%
TCM
1759
Tradition Capital Management
New Jersey
$823K -$229K -1,095 -21%
BIA
1760
Biondo Investment Advisors
Pennsylvania
$821K -$58.5K -280 -7%
UH
1761
Unigestion Holding
Switzerland
$818K -$30.6M -146,345 -97%
BWA
1762
BDO Wealth Advisors
Florida
$818K -$10.4K -50 -1%
IIM
1763
Intact Investment Management
Quebec, Canada
$817K -$41.8K -200 -5%
DAM
1764
Deltec Asset Management
New York
$817K +$835K +4,000 New
PFA
1765
Pure Financial Advisors
California
$816K +$17.5K +84 +2%
HAIM
1766
Hunter Associates Investment Management
Pennsylvania
$812K -$85.6K -410 -9%
LWM
1767
Liberty Wealth Management
California
$810K +$829K +3,968 New
CWM
1768
Centric Wealth Management
Illinois
$807K +$826K +3,953 New
AA
1769
Alesco Advisors
New York
$803K – – –
CIAS
1770
Capital Investment Advisory Services
North Carolina
$802K -$110K -525 -12%
SHJ
1771
Sharkey, Howes & Javer
Colorado
$802K – – –
FSA
1772
Financial Sense Advisors
California
$796K +$9.61K +46 +1%
SIM
1773
SSI Investment Management
California
$795K -$8.56K -41 -1%
ACS
1774
Archford Capital Strategies
Illinois
$793K -$81.5K -390 -9%
SG
1775
StoneX Group
New York
$793K +$78.1K +374 +11%
69 70
71
72 73