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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
1926
Institutional & Family Asset Management
Colorado
$802K -$172K -843 -18%
WAAG
1927
Wealth Alliance Advisory Group
Kansas
$802K +$47.5K +232 +7%
SWA
1928
Sutton Wealth Advisors
Florida
$802K -$409 -2 -0.1%
RWA
1929
River Wealth Advisors
Pennsylvania
$800K -$18.4K -90 -2%
SGK
1930
Steigerwald Gordon & Koch
Virginia
$798K -$34.6K -169 -4%
JGIA
1931
Jackson Grant Investment Advisers
Connecticut
$797K – – –
IC
1932
Investment Counsel
Michigan
$796K +$20.5K +100 +3%
GPFA
1933
Game Plan Financial Advisors
Ohio
$793K +$23.5K +115 +3%
EWM
1934
Elmwood Wealth Management
California
$792K – – –
NSAM
1935
North Star Asset Management
Wisconsin
$792K +$12.3K +60 +2%
IP
1936
Investment Partners
Ohio
$785K – – –
CNBT
1937
Cornerstone National Bank & Trust
Illinois
$784K -$1.28M -6,270 -63%
CFA
1938
Capstone Financial Advisors
Illinois
$783K -$102K -500 -12%
NIC
1939
Northwest Investment Counselors
Oregon
$783K -$82.8K -405 -10%
LOAMS
1940
Lombard Odier Asset Management (Switzerland)
Switzerland
$782K +$751K +3,673 New
SFS
1941
Strategic Financial Services
New York
$781K -$10K -49 -1%
SCA
1942
Stonebridge Capital Advisors
Minnesota
$781K +$46K +225 +7%
CCM
1943
Chilton Capital Management
Texas
$780K – – –
SIM
1944
SSI Investment Management
California
$779K -$16.4K -80 -2%
PT
1945
Plimoth Trust
Massachusetts
$776K -$4.91K -24 -0.7%
LWPC
1946
Legacy Wealth Partners (California)
California
$776K +$164K +800 +28%
OCPWS
1947
One Charles Private Wealth Services
Massachusetts
$774K -$582K -2,847 -44%
EA
1948
Elm Advisors
California
$774K -$143K -700 -16%
BA
1949
Bard Associates
Illinois
$774K -$10.2K -50 -1%
JIP
1950
Jaffetilchin Investment Partners
Florida
$773K +$86.9K +425 +13%
76 77
78
79 80