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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RFM
1876
Royal Fund Management
Florida
$44K +$41.9K +272 New
CIM
1877
Contravisory Investment Management
Massachusetts
$42K – – –
PIM
1878
Parasol Investment Management
Illinois
$42K – – –
BRC
1879
Bell Rock Capital
Delaware
$41K +$38.5K +250 New
CFS
1880
Commonwealth Financial Services
West Virginia
$40K – – –
MUS
1881
Mitsubishi UFJ Securities
Japan
$37K +$10.8K +70 +44%
ED
1882
Exane Derivatives
France
$36.5K +$1.39K +9 +4%
CAM
1883
Cacti Asset Management
Georgia
$33K – – –
GGHC
1884
Gilder Gagnon Howe & Co
New York
$33K – – –
SAM
1885
Shamrock Asset Management
Texas
$33K – – –
LWA
1886
Lowe Wealth Advisors
Maryland
$33K +$15.4K +100 +100%
PFGIA
1887
Patriot Financial Group Insurance Agency
Massachusetts
$32K +$30.8K +200 New
SFPIA
1888
Stevens First Principles Investment Advisors
California
$29K – – –
FPTW
1889
Franklin, Parlapiano, Turner & Welch
Texas
$29K +$26.9K +175 New
WAP
1890
Wealthcare Advisory Partners
Pennsylvania
$29K +$26.9K +175 New
HWM
1891
Holloway Wealth Management
Florida
$28K – – –
FAN
1892
Financial Advisors Network
California
$22.2K +$20.8K +135 New
LWA
1893
Lenox Wealth Advisors
New York
$19K -$3.08K -20 -15%
GEA
1894
Glen Eagle Advisors
New Jersey
$17.9K +$16.9K +110 New
JIR
1895
James Investment Research
Ohio
$16K – – –
LCM
1896
Liberty Capital Management
Michigan
$16K – – –
ST
1897
Somerset Trust
Pennsylvania
$16K – – –
BCFS
1898
Butensky & Cohen Financial Security
Florida
$14K – – –
AWMS
1899
Advocacy Wealth Management Services
Georgia
$6K – – –
IPC
1900
Independent Portfolio Consultants
Florida
$6K +$5.39K +35 New
74 75
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