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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PPW
1901
Parcion Private Wealth
Washington
$4.45M +$554K +1,153 +15%
OFG
1902
Oxford Financial Group
Indiana
$4.45M -$491K -1,021 -10%
CCM
1903
Chaney Capital Management
Washington
$4.45M +$66.3K +138 +2%
KWM
1904
Kassira Wealth Management
Tennessee
$4.44M +$259K +539 +6%
GWM
1905
GSB Wealth Management
Connecticut
$4.44M +$851K +1,771 +25%
GWCM
1906
Godshalk Welsh Capital Management
Pennsylvania
$4.41M -$106K -220 -2%
AIIMS
1907
Analyst IMS Investment Management Services
Israel
$4.41M -$374K -777 -8%
CGA
1908
Crescent Grove Advisors
Illinois
$4.41M +$116K +242 +3%
DCM
1909
Dimension Capital Management
Florida
$4.41M +$62.5K +130 +1%
WTB
1910
Washington Trust Bank
Washington
$4.4M -$5.29K -11 -0.1%
BPC
1911
Banque Pictet & Cie
Switzerland
$4.39M -$264K -550 -6%
HIM
1912
Harbour Investment Management
Washington
$4.38M +$253K +526 +6%
SWA
1913
Shah Wealth Advisors
California
$4.38M +$4.21M +8,758 New
RPGK
1914
Retirement Planning Group (Kansas)
Kansas
$4.38M -$201K -419 -5%
CWP
1915
CFM Wealth Partners
Texas
$4.38M -$153K -319 -4%
HA
1916
Harfst & Associates
Wyoming
$4.38M -$77.4K -161 -2%
RBFC
1917
Roman Butler Fullerton & Co
Missouri
$4.37M -$124K -257 -3%
EWM
1918
Elmwood Wealth Management
California
$4.37M -$20.7K -43 -0.5%
GM
1919
GeoWealth Management
Illinois
$4.37M +$110K +229 +3%
DA
1920
Denali Advisors
California
$4.36M – – –
PCMN
1921
Paradigm Capital Management (Nevada)
Nevada
$4.35M -$96.2K -200 -2%
TIA
1922
Tiemann Investment Advisors
California
$4.35M -$175K -363 -4%
ATC
1923
Adirondack Trust Company
New York
$4.35M -$14.4K -30 -0.3%
DAM
1924
Delta Asset Management
Tennessee
$4.35M -$22.6K -47 -0.5%
LPAM
1925
Lodestar Private Asset Management
California
$4.32M -$171K -356 -4%
75 76
77
78 79