BRK.B icon

Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
LB
1876
Legacy Bridge
Iowa
$679K – – –
CSM
1877
CAMG Solamere Management
North Carolina
$677K – – –
OAJ
1878
Ogorek Anthony Joseph
New York
$675K +$51.7K +250 +9%
PPP
1879
Private Portfolio Partners
New Jersey
$672K +$86.7K +419 +15%
SLT
1880
St Louis Trust
Missouri
$671K – – –
JF
1881
JSF Financial
California
$667K +$71.4K +345 +12%
HR
1882
Hardy Reed
Mississippi
$666K +$47.2K +228 +8%
PCFFS
1883
Pacific Center for Financial Services
California
$664K – – –
AWM
1884
Aries Wealth Management
Maine
$662K – – –
CP
1885
Camelot Portfolios
Ohio
$661K -$186K -900 -22%
CC
1886
Claybrook Capital
Massachusetts
$660K – – –
CCM
1887
Colorado Capital Management
Colorado
$659K – – –
AWE
1888
Avidian Wealth Enterprises
Texas
$658K +$13.2K +64 +2%
SWM
1889
SeaCrest Wealth Management
New York
$656K -$676K -3,266 -51%
PWAG
1890
Polaris Wealth Advisory Group
California
$654K -$2.07K -10 -0.3%
RHAM
1891
Round Hill Asset Management
California
$653K -$15.5K -75 -2%
DMC
1892
Drexel Morgan & Co
Pennsylvania
$653K – – –
I
1893
IberiaBank
Louisiana
$651K +$43.7K +211 +7%
TCM
1894
Tradewinds Capital Management
Washington
$648K – – –
FCM
1895
Fairbanks Capital Management
California
$645K – – –
PGA
1896
Portland Global Advisors
Maine
$645K +$38.7K +187 +7%
STMM
1897
South Texas Money Management
Texas
$644K -$114K -553 -15%
CCM
1898
Crossvault Capital Management
Texas
$644K – – –
MPIA
1899
Mountain Pacific Investment Advisers
Idaho
$640K -$181K -875 -23%
WAM
1900
Winslow Asset Management
Ohio
$638K +$28.3K +137 +5%
74 75
76
77 78