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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
IWA
1801
IBEX Wealth Advisors
New Jersey
$4.42M +$4.5M +9,749 New
SIMG
1802
Sonora Investment Management Group
Arizona
$4.42M +$235K +509 +6%
BWP
1803
Balboa Wealth Partners
Arizona
$4.41M +$421K +911 +10%
JWM
1804
Jackson Wealth Management
Florida
$4.41M +$90K +195 +2%
NC
1805
Napatree Capital
Rhode Island
$4.41M -$644K -1,394 -13%
EP
1806
EPIQ Partners
Minnesota
$4.41M -$415K -899 -8%
LF
1807
Lantz Financial
Illinois
$4.41M +$71.1K +154 +2%
GSIAS
1808
Garden State Investment Advisory Services
New Jersey
$4.4M +$53.1K +115 +1%
AWM
1809
Avitas Wealth Management
California
$4.39M +$29.6K +64 +0.7%
SAM
1810
SignalPoint Asset Management
Missouri
$4.39M +$60.9K +132 +1%
WI
1811
Wintrust Investments
Illinois
$4.39M -$279K -604 -6%
SA
1812
SRH Advisors
Kansas
$4.38M -$78.5K -170 -2%
MCM
1813
Mengis Capital Management
Oregon
$4.38M -$89.1K -193 -2%
NL
1814
NVWM LLC
Pennsylvania
$4.37M -$56.8K -123 -1%
MAM
1815
Morse Asset Management
Connecticut
$4.37M +$374K +809 +9%
CAMV
1816
Concord Asset Management (Virginia)
Virginia
$4.36M +$30K +65 +0.7%
XI
1817
XXEC Inc
Oklahoma
$4.36M -$865K -1,874 -16%
RW
1818
Rede Wealth
Virginia
$4.36M +$585K +1,268 +15%
TFG
1819
Taylor Financial Group
Virginia
$4.35M – – –
AOI
1820
Auto-Owners Insurance
Michigan
$4.34M – – –
CFP
1821
Catalyst Financial Partners
Massachusetts
$4.34M +$86.8K +188 +2%
RMF
1822
Red Mountain Financial
Colorado
$4.34M -$129K -280 -3%
ICM
1823
Islay Capital Management
Texas
$4.34M -$111K -240 -2%
RBFC
1824
Roman Butler Fullerton & Co
Missouri
$4.34M +$105K +228 +3%
TW
1825
TrinityPoint Wealth
Connecticut
$4.33M -$117K -253 -3%
71 72
73
74 75