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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
NL
1801
NVWM LLC
Pennsylvania
$925K -$46.8K -220 -4%
CIP
1802
Convergence Investment Partners
Florida
$924K -$48.5K -228 -4%
FNFDCM
1803
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$916K +$319K +1,500 +43%
MGWM
1804
Marks Group Wealth Management
Minnesota
$912K +$89.9K +423 +10%
RIS
1805
Retirement Income Solutions
Michigan
$908K +$33.4K +157 +3%
AIA
1806
Arbor Investment Advisors
North Carolina
$905K -$21.3K -100 -2%
CCM
1807
Carlson Capital Management
Minnesota
$905K +$227K +1,068 +28%
TW
1808
TrinityPoint Wealth
Connecticut
$901K -$4.89K -23 -0.5%
GCP
1809
Gill Capital Partners
Colorado
$900K +$1.05M +4,920 New
PWSG
1810
Pacific Wealth Strategies Group
California
$897K +$43.8K +206 +4%
PWA
1811
Physician Wealth Advisors
Utah
$896K +$365K +1,718 +56%
RWA
1812
RGT Wealth Advisors
Texas
$895K -$440K -2,069 -30%
VWM
1813
Venturi Wealth Management
Texas
$894K -$17.4K -82 -2%
EA
1814
Elm Advisors
California
$893K -$28.9K -136 -3%
GIP
1815
Greatmark Investment Partners
Georgia
$892K – – –
RW
1816
RVW Wealth
California
$892K +$82.5K +388 +9%
IFO
1817
Independent Family Office
New York
$883K +$4.89K +23 +0.5%
TCOT
1818
Trust Company of Toledo
Ohio
$882K – – –
DWM
1819
Darwin Wealth Management
Florida
$881K +$433K +2,038 +73%
VR
1820
Viridian RIA
Washington
$878K -$85K -400 -8%
NOCM
1821
Night Owl Capital Management
Connecticut
$876K – – –
VWM
1822
Vigilare Wealth Management
Arizona
$875K +$4.46K +21 +0.4%
CWM
1823
Calamos Wealth Management
Illinois
$874K -$275K -1,295 -21%
HL
1824
HeadInvest LLC
Maine
$871K -$24.4K -115 -2%
CIAS
1825
Capital Investment Advisory Services
North Carolina
$869K -$16.4K -77 -2%
71 72
73
74 75