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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PIM
1926
Pullen Investment Management
Florida
$4.19M -$4.84K -10 -0.1%
RWM
1927
RKL Wealth Management
Pennsylvania
$4.19M -$66.8K -138 -2%
OCM
1928
Orser Capital Management
Texas
$4.17M -$242K -500 -6%
GEM
1929
Global Endowment Management
North Carolina
$4.16M +$37.8K +78 +1%
NAM
1930
NTV Asset Management
West Virginia
$4.16M -$196K -404 -5%
DFG
1931
Dupree Financial Group
Kentucky
$4.16M +$288K +595 +8%
LIWM
1932
Long Island Wealth Management
New York
$4.15M +$26.6K +55 +0.7%
TC
1933
TownSquare Capital
Utah
$4.14M -$1.61M -3,327 -29%
LG
1934
LaFleur & Godfrey
Michigan
$4.14M -$109K -225 -3%
CFMC
1935
Curbstone Financial Management Corp
New Hampshire
$4.14M +$96.9K +200 +2%
BDWCC
1936
B&D White Capital Company
Texas
$4.13M -$145K -299 -4%
PWM
1937
Palumbo Wealth Management
New York
$4.13M -$5.33K -11 -0.1%
AWM
1938
Aviso Wealth Management
Washington
$4.13M -$40.7K -84 -1%
DA
1939
Denali Advisors
California
$4.13M -$897K -1,852 -18%
IA
1940
Insight Advisors
Pennsylvania
$4.12M +$6.3K +13 +0.2%
WSC
1941
Wellington Shields & Co
New York
$4.11M +$11.6K +24 +0.3%
FDS
1942
Freedom Day Solutions
Texas
$4.11M +$20.8K +43 +0.5%
FGAM
1943
Financial Gravity Asset Management
Texas
$4.11M +$3.96M +8,177 New
HWA
1944
Heartwood Wealth Advisors
Virginia
$4.11M -$388K -801 -9%
WC
1945
Wynn Capital
Georgia
$4.11M +$21.8K +45 +0.6%
PGF
1946
Plan Group Financial
Oklahoma
$4.1M +$2.19M +4,526 +125%
OL
1947
Optas LLC
Texas
$4.1M +$79.4K +164 +2%
DCA
1948
DSG Capital Advisors
Minnesota
$4.1M – – –
RA
1949
Rise Advisors
New York
$4.1M +$76K +157 +2%
MFS
1950
Mattson Financial Services
Michigan
$4.07M +$98.3K +203 +3%
76 77
78
79 80