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Berkshire Hathaway Class B

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1926
Contravisory Investment Management
Massachusetts
$60K +$58.3K +330 New
AA
1927
AlphaMark Advisors
Kentucky
$55K – – –
AWA
1928
Artemis Wealth Advisors
New York
$55K – – –
WWM
1929
Willingdon Wealth Management
North Carolina
$52K +$50K +283 New
WAS
1930
WESPAC Advisors SoCal
California
$49K – – –
AI
1931
ArchPoint Investors
Florida
$41K – – –
PFGIA
1932
Patriot Financial Group Insurance Agency
Massachusetts
$38K – – –
CAM
1933
Cacti Asset Management
Georgia
$37K – – –
GGHC
1934
Gilder Gagnon Howe & Co
New York
$37K – – –
LWA
1935
Lowe Wealth Advisors
Maryland
$37K – – –
SAM
1936
Shamrock Asset Management
Texas
$37K – – –
SFPIA
1937
Stevens First Principles Investment Advisors
California
$33K – – –
RIA
1938
RPG Investment Advisory
California
$33K +$22.6K +128 +256%
HWM
1939
Holloway Wealth Management
Florida
$31K – – –
ED
1940
Exane Derivatives
France
$30.6K -$13.3K -75 -31%
HCC
1941
Hirtle Callaghan & Co
Pennsylvania
$25K – – –
AP
1942
Advisors Preferred
Maryland
$25K +$24.6K +139 New
ST
1943
Somerset Trust
Pennsylvania
$18K – – –
OFS
1944
Orrstown Financial Services
Pennsylvania
$9K +$4.07K +23 +92%
AWMS
1945
Advocacy Wealth Management Services
Georgia
$6K – – –
HS
1946
Horan Securities
United States
$5K – – –
WCM
1947
Wealthcare Capital Management
Virginia
$2K – – –
SHCM
1948
Silver Heights Capital Management
Ontario, Canada
$1K – – –
GH
1949
GAM Holding
Switzerland
– -$45.4M -267,823 Closed
AAMU
1950
AEGON Asset Management (UK)
United Kingdom
– -$43.9M -259,234 Closed