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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BST
1751
Bath Savings Trust
Maine
$2.72M +$979K +3,000 +60%
PCFFS
1752
Pacific Center for Financial Services
California
$2.71M -$30.4K -93 -1%
CPA
1753
Capital Planning Advisors
California
$2.7M +$788K +2,413 +44%
QPWM
1754
Quadrant Private Wealth Management
Pennsylvania
$2.7M +$8.81K +27 +0.3%
LPT
1755
Legacy Private Trust
Wisconsin
$2.7M +$305K +935 +13%
AA
1756
Alesco Advisors
New York
$2.7M – – –
LAIC
1757
Lederer & Associates Investment Counsel
California
$2.7M +$33.3K +102 +1%
ARMT
1758
Amica Retiree Medical Trust
Rhode Island
$2.69M -$339K -1,038 -12%
JWM
1759
Jackson Wealth Management
Florida
$2.69M +$187K +573 +8%
TCM
1760
Tufton Capital Management
Maryland
$2.69M -$352K -1,077 -12%
KA
1761
Klingman & Associates
New York
$2.68M -$66.3K -203 -3%
EGA
1762
E&G Advisors
Texas
$2.67M +$25.1K +77 +1%
FCA
1763
FLC Capital Advisors
California
$2.66M -$14K -43 -0.5%
OWIM
1764
Old West Investment Management
California
$2.65M +$95.6K +293 +4%
PWG
1765
Portside Wealth Group
Utah
$2.65M +$2.53M +7,765 New
CFGSD
1766
Compass Financial Group (South Dakota)
South Dakota
$2.65M +$29.4K +90 +1%
EWM
1767
Executive Wealth Management
Michigan
$2.64M +$635K +1,945 +34%
TW
1768
TrinityPoint Wealth
Connecticut
$2.64M +$17K +52 +0.7%
KFSC
1769
Keystone Financial Services (Colorado)
Colorado
$2.64M +$10.1K +31 +0.4%
VC
1770
Vicus Capital
Pennsylvania
$2.63M -$43.4K -133 -2%
JHP
1771
James Hambro & Partners
United Kingdom
$2.63M +$217K +666 +9%
VCM
1772
Versant Capital Management
Arizona
$2.63M +$25.1K +77 +1%
SW
1773
SMART Wealth
Nebraska
$2.62M +$9.79K +30 +0.4%
PFC
1774
Phocas Financial Corp
California
$2.62M +$235K +719 +10%
AA
1775
ALPS Advisors
Colorado
$2.62M -$470K -1,440 -16%
69 70
71
72 73