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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CI
1876
Cavalier Investments
Georgia
$200K +$193K +1,092 New
CP
1877
Corbenic Partners
Pennsylvania
$197K +$23K +130 +14%
FMP
1878
Financial Management Professionals
Texas
$192K – – –
HIIFS
1879
Harel Insurance Investments & Financial Services
Israel
$188K +$4.95K +28 +3%
BRC
1880
Bell Rock Capital
Delaware
$184K +$92.1K +521 +109%
SC
1881
SRB Corp
Massachusetts
$181K -$19.1K -108 -10%
NC
1882
NewSquare Capital
Pennsylvania
$181K – – –
VCM
1883
Vigilant Capital Management
Maine
$180K – – –
WOC
1884
West Oak Capital
California
$175K – – –
IF
1885
Ironwood Financial
Arizona
$175K – – –
TFO
1886
Tarbox Family Office
California
$175K +$14.7K +83 +9%
SGAM
1887
Smith Group Asset Management
Texas
$169K -$7.07K -40 -4%
SFG
1888
SevenBridge Financial Group
Pennsylvania
$163K – – –
BWL
1889
Bogart Wealth LLC
Virginia
$154K +$145K +820 New
LD
1890
Lipe & Dalton
New York
$147K +$141K +800 New
SJIM
1891
St. Johns Investment Management
Florida
$143K – – –
CIA
1892
Cascade Investment Advisors
Oregon
$141K – – –
FA
1893
Financial Advantage
Maryland
$137K +$133K +750 New
GEA
1894
Glen Eagle Advisors
New Jersey
$131K +$107K +607 +552%
MFT
1895
Moisand Fitzgerald Tamayo
Florida
$130K +$125K +709 New
BG
1896
Bollard Group
Massachusetts
$128K – – –
FFW
1897
Fusion Family Wealth
New York
$124K -$415K -2,350 -78%
FWC
1898
First Washington Corp
Washington
$119K – – –
NSB
1899
Norway Savings Bank
Maine
$118K – – –
PRS
1900
Pinkerton Retirement Specialists
Idaho
$115K – – –
74 75
76
77 78