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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
AIIMS
1776
Analyst IMS Investment Management Services
Israel
$3.66M +$223K +566 +7%
RWM
1777
RKL Wealth Management
Pennsylvania
$3.66M -$558K -1,419 -14%
RFP
1778
Root Financial Partners
California
$3.66M +$242K +614 +8%
PRS
1779
Pinkerton Retirement Specialists
Idaho
$3.65M -$265K -673 -7%
DWM
1780
Dynasty Wealth Management
Florida
$3.64M +$3.41M +8,663 New
CIM
1781
CIM Investment Management
Pennsylvania
$3.64M +$1.76M +4,487 +108%
SFA
1782
Semmax Financial Advisors
North Carolina
$3.63M +$196K +499 +6%
LIWM
1783
Long Island Wealth Management
New York
$3.63M – – –
ACGA
1784
Atlanta Consulting Group Advisors
Georgia
$3.63M +$3.4M +8,632 New
CFGSD
1785
Compass Financial Group (South Dakota)
South Dakota
$3.62M +$12.2K +31 +0.4%
ME
1786
McIlrath & Eck
Washington
$3.62M +$320K +813 +10%
MSA
1787
McAlister Sweet & Associates
Texas
$3.62M +$120K +306 +4%
CF
1788
Crosspoint Financial
California
$3.62M – – –
JWM
1789
Jupiter Wealth Management
Colorado
$3.61M +$1.04M +2,650 +42%
CB
1790
Cadence Bank
Mississippi
$3.61M +$229K +581 +7%
DAM
1791
Deltec Asset Management
New York
$3.61M – – –
ZIC
1792
ZWJ Investment Counsel
Georgia
$3.6M +$27.5K +70 +0.8%
IA
1793
Insight Advisors
Pennsylvania
$3.6M +$2.13M +5,422 +172%
RW
1794
Rede Wealth
Virginia
$3.6M -$89.7K -228 -3%
APWM
1795
Atlas Private Wealth Management
New York
$3.6M +$497K +1,263 +17%
ACM
1796
Ashford Capital Management
Delaware
$3.59M -$15.7K -40 -0.5%
SWP
1797
Strategic Wealth Partners
Ohio
$3.58M -$455K -1,156 -12%
AWM
1798
Avaii Wealth Management
Wisconsin
$3.58M +$2.96M +7,520 +760%
SCM
1799
Schnieders Capital Management
California
$3.58M +$1.97K +5 +0.1%
WAAG
1800
Wealth Alliance Advisory Group
Kansas
$3.57M +$250K +636 +8%
70 71
72
73 74