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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BEI
1926
Benjamin Edwards Inc
Missouri
$1.86M +$68.7K +223 +4%
HCM
1927
Hall Capital Management
Rhode Island
$1.86M +$4.01K +13 +0.2%
CWM
1928
Cahaba Wealth Management
Georgia
$1.86M -$358K -1,161 -16%
KP
1929
Keel Point
Alabama
$1.86M -$17.9K -58 -1%
TBWA
1930
Three Bridge Wealth Advisors
California
$1.86M +$73.7K +239 +4%
FWA
1931
FSM Wealth Advisors
Ohio
$1.86M +$273K +886 +17%
PTC
1932
Provident Trust Company
Wisconsin
$1.86M – – –
PWS
1933
Paragon Wealth Strategies
Florida
$1.86M – – –
IIM
1934
Intact Investment Management
Quebec, Canada
$1.85M +$247K +800 +15%
LWMG
1935
Levy Wealth Management Group
Pennsylvania
$1.85M +$661K +2,145 +56%
TAM
1936
Townsend Asset Management
North Carolina
$1.85M -$128K -415 -6%
TPW
1937
Transatlantique Private Wealth
New York
$1.84M -$13.9K -45 -0.7%
AWA
1938
Alta Wealth Advisors
Massachusetts
$1.84M +$1.84M +5,962 New
AWM
1939
Angeles Wealth Management
California
$1.84M +$696K +2,258 +61%
RWA
1940
Redhawk Wealth Advisors
Minnesota
$1.83M +$77.7K +252 +4%
MCM
1941
Monarch Capital Management
Indiana
$1.83M -$9.86K -32 -0.5%
HFG
1942
Heron Financial Group
New York
$1.83M +$6.16K +20 +0.3%
HBW
1943
Hazlett, Burt & Watson
West Virginia
$1.83M +$238K +771 +15%
V
1944
ViaWealth
Kansas
$1.82M – – –
BHIC
1945
Bassett Hargrove Investment Counsel
Delaware
$1.82M -$18.2K -59 -1%
BW
1946
BIP Wealth
Georgia
$1.81M +$1.81M +5,872 New
FPGK
1947
Financial Partners Group (Kansas)
Kansas
$1.81M +$24K +78 +1%
ABLA
1948
Alan B. Lancz & Associates
Ohio
$1.81M – – –
EFG
1949
Everhart Financial Group
Ohio
$1.81M +$188K +611 +12%
LRIA
1950
Leonard Rickey Investment Advisors
Washington
$1.81M +$32.7K +106 +2%
76 77
78
79 80