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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
LRIA
1926
Leonard Rickey Investment Advisors
Washington
$1.62M -$34.8K -111 -2%
EDRIA
1927
Edmonds Duncan Registered Investment Advisors
Kansas
$1.62M -$31.4K -100 -2%
HAIM
1928
Hunter Associates Investment Management
Pennsylvania
$1.62M +$1.41M +4,494 +311%
BFG
1929
Bouchey Financial Group
New York
$1.62M – – –
GCA
1930
Gradient Capital Advisors
California
$1.61M -$16.6K -53 -0.9%
PFC
1931
Phocas Financial Corp
California
$1.61M +$26.7K +85 +1%
MCM
1932
Monarch Capital Management
Indiana
$1.61M -$4.08K -13 -0.2%
AIP
1933
Almanack Investment Partners
Pennsylvania
$1.61M +$110K +351 +6%
TPW
1934
Transatlantique Private Wealth
New York
$1.6M +$1.84M +5,867 New
RWA
1935
Redhawk Wealth Advisors
Minnesota
$1.6M -$149K -476 -8%
EWS
1936
Evergreen Wealth Solutions
Pennsylvania
$1.6M -$27.3K -87 -1%
CFG
1937
CMC Financial Group
Georgia
$1.6M – – –
SRAM
1938
Spouting Rock Asset Management
Pennsylvania
$1.6M +$1.84M +5,851 New
HFG
1939
Heron Financial Group
New York
$1.59M – – –
GWM
1940
GSB Wealth Management
Connecticut
$1.59M -$4.71K -15 -0.3%
ANB
1941
Amarillo National Bank
Texas
$1.58M – – –
EC
1942
Enhancing Capital
Pennsylvania
$1.58M -$1.25K -4 -0.1%
ZIG
1943
Zullo Investment Group
Pennsylvania
$1.58M -$6.27K -20 -0.3%
LOAMS
1944
Lombard Odier Asset Management (Switzerland)
Switzerland
$1.58M +$1.81M +5,783 New
AWA
1945
AmeriServ Wealth Advisors
Pennsylvania
$1.58M -$57.7K -184 -3%
GGS
1946
Galvin Gaustad & Stein
Arizona
$1.58M -$50.2K -160 -3%
AIM
1947
Acropolis Investment Management
Missouri
$1.58M +$32.9K +105 +2%
FPFS
1948
First Personal Financial Services
North Carolina
$1.58M +$307K +979 +20%
WWM
1949
Windsor Wealth Management
Indiana
$1.57M -$1.36M -4,335 -43%
MWM
1950
Mattern Wealth Management
Kansas
$1.57M +$138K +440 +8%
76 77
78
79 80