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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
LFS
1801
Legacy Financial Strategies
Kansas
$5M -$88.1K -177 -2%
WPC
1802
Waters Parkerson & Co
Louisiana
$4.98M -$94.5K -190 -2%
MGWM
1803
Marks Group Wealth Management
Minnesota
$4.98M -$164K -330 -3%
CCFCSB
1804
Cape Cod Five Cents Savings Bank
Massachusetts
$4.97M – – –
HA
1805
Heartland Advisors
Wisconsin
$4.97M -$67.2K -135 -1%
BWM
1806
Bernard Wealth Management
Michigan
$4.96M -$193K -387 -4%
WPWM
1807
Western Pacific Wealth Management
Illinois
$4.96M +$9.95K +20 +0.2%
AIIMS
1808
Analyst IMS Investment Management Services
Israel
$4.96M -$1.47M -2,951 -23%
JWM
1809
JPL Wealth Management
Colorado
$4.94M -$281K -564 -5%
IFWM
1810
Institute for Wealth Management
Colorado
$4.94M -$285K -573 -6%
CI
1811
Conning Inc
Connecticut
$4.94M -$777K -1,562 -14%
NWM
1812
NRI Wealth Management
California
$4.92M -$995 -2 -0%
GMFG
1813
Greater Midwest Financial Group
Minnesota
$4.92M +$391K +785 +9%
SA
1814
Sage Advisors
Colorado
$4.91M -$205K -412 -4%
BSA
1815
Bull Street Advisors
Georgia
$4.91M -$32.3K -65 -0.7%
JSC
1816
J. Stern & Co
United Kingdom
$4.9M – – –
PIA
1817
Pinion Investment Advisors
Kansas
$4.9M +$1.57M +3,156 +48%
DAS
1818
Diversify Advisory Services
Utah
$4.9M +$392K +788 +9%
ATC
1819
Adirondack Trust Company
New York
$4.9M -$159K -320 -3%
SA
1820
SRH Advisors
Kansas
$4.89M +$81.6K +164 +2%
FAT
1821
First American Trust
California
$4.89M -$172K -345 -3%
MCM
1822
Mengis Capital Management
Oregon
$4.89M +$17.4K +35 +0.4%
MA
1823
Modus Advisors
Minnesota
$4.88M -$206K -414 -4%
CWP
1824
CFM Wealth Partners
Texas
$4.88M -$121K -244 -2%
HZ
1825
Hixon Zuercher
Ohio
$4.87M -$58.2K -117 -1%
71 72
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74 75