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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RSS
1926
Rosenblum Silverman Sutton
California
$355K – – –
CCA
1927
Conservest Capital Advisors
Pennsylvania
$354K – – –
NG
1928
NatWest Group
United Kingdom
$354K – – –
CCP
1929
Clarkston Capital Partners
Michigan
$352K +$48.5K +236 +15%
BA
1930
BKS Advisors
Michigan
$351K – – –
HI
1931
Horizon Investments
North Carolina
$350K -$1.72M -8,396 -83%
PCM
1932
PenderFund Capital Management
British Columbia, Canada
$350K +$359K +1,750 New
FM
1933
Foster & Motley
Ohio
$349K -$40K -195 -10%
BCI
1934
Brinker Capital Investments
Pennsylvania
$347K – – –
CCM
1935
CWH Capital Management
Washington
$346K – – –
PEA
1936
Pacific Edge Advisors
California
$346K +$356K +1,735 New
CWM
1937
Cahaba Wealth Management
Georgia
$343K +$71.3K +347 +25%
LCM
1938
Lucas Capital Management
New Jersey
$341K – – –
MCWS
1939
McKinley Carter Wealth Services
West Virginia
$340K +$4.11K +20 +1%
AC
1940
Arjuna Capital
North Carolina
$336K -$4.72K -23 -1%
HWA
1941
Heritage Way Advisors
Illinois
$335K – – –
RBC
1942
Roble Belko & Company
Pennsylvania
$335K +$231K +1,125 +202%
PIM
1943
Progressive Investment Management
Oregon
$334K – – –
OCM
1944
One Capital Management
California
$333K – – –
AIS
1945
Accurate Investment Solutions
Pennsylvania
$330K +$82.1K +400 +32%
AAS
1946
Annex Advisory Services
Wisconsin
$329K -$25.7K -125 -7%
IWA
1947
Independence Wealth Advisors
Virginia
$329K – – –
RB
1948
Rodgers Brothers
Pennsylvania
$329K – – –
DAC
1949
Dividend Assets Capital
South Carolina
$328K -$158K -769 -32%
KC
1950
KHP Capital
Oklahoma
$328K – – –
76 77
78
79 80