We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CWA
1826
Cypress Wealth Advisors
California
$236K -$737K -4,431 -76%
RWG
1827
Regal Wealth Group
California
$235K – – –
OCM
1828
One Capital Management
California
$235K +$20.6K +124 +10%
VWM
1829
Venturi Wealth Management
Texas
$232K -$2.33K -14 -1%
CWP
1830
Capital Wealth Planning
Florida
$232K – – –
SCM
1831
Southport Capital Management
Tennessee
$232K +$24.9K +150 +12%
BSWMG
1832
Barrington Strategic Wealth Management Group
Illinois
$230K -$11.5K -69 -5%
PHAM
1833
Palisades Hudson Asset Management
Florida
$228K – – –
AA
1834
ALPS Advisors
Colorado
$226K -$435K -2,617 -66%
BCM
1835
BTC Capital Management
Iowa
$225K +$12.6K +76 +6%
AIP
1836
Almanack Investment Partners
Pennsylvania
$224K -$41.6K -250 -16%
FPIS
1837
Financial Planning & Information Services
Wisconsin
$224K -$20.6K -124 -9%
DA
1838
Doliver Advisors
Texas
$224K +$220K +1,320 New
OPTFSNA
1839
Old Point Trust & Financial Services N A
Virginia
$221K -$8.32K -50 -4%
BIM
1840
Bridgecreek Investment Management
Oklahoma
$220K – – –
DDPIC
1841
Deroy & Devereaux Private Investment Counsel
Michigan
$219K – – –
SSG
1842
Summit Securities Group
New York
$218K -$224K -1,347 -51%
HPIA
1843
Hamilton Point Investment Advisors
North Carolina
$216K +$212K +1,276 New
SCM
1844
Shapiro Capital Management
Georgia
$215K – – –
KIC
1845
Keating Investment Counselors
Florida
$215K – – –
RFWA
1846
RPg Family Wealth Advisory
Massachusetts
$214K +$68.2K +410 +48%
FLI
1847
Family Legacy Inc
South Carolina
$213K +$209K +1,256 New
PCA
1848
Peddock Capital Advisors
Massachusetts
$213K +$209K +1,259 New
MAM
1849
Mastrapasqua Asset Management
Tennessee
$212K -$12.5K -75 -6%
CCM
1850
Cohen Capital Management
California
$212K – – –
72 73
74
75 76