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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
LCM
1951
Lucas Capital Management
New Jersey
$326K – – –
FLI
1952
Family Legacy Inc
South Carolina
$325K +$57.3K +294 +20%
MCIA
1953
Mountain Capital Investment Advisors
Colorado
$324K +$338K +1,734 New
MCWS
1954
McKinley Carter Wealth Services
West Virginia
$323K +$5.85K +30 +2%
CIC
1955
Cornercap Investment Counsel
Georgia
$322K +$22K +113 +7%
KCM
1956
Kendall Capital Management
Maryland
$322K +$336K +1,725 New
RIA
1957
Regal Investment Advisors
Michigan
$320K -$2.59M -13,269 -89%
VAM
1958
Visionary Asset Management
Texas
$320K +$23.2K +119 +7%
TFO
1959
Tarbox Family Office
California
$319K -$61.2K -314 -16%
DCM
1960
Dynamic Capital Management
Jersey
$318K +$333K +1,706 New
VSWA
1961
Vontobel Swiss Wealth Advisors
Switzerland
$315K +$73.1K +375 +29%
CWM
1962
Cahaba Wealth Management
Georgia
$314K -$30.8K -158 -9%
HWA
1963
Heritage Way Advisors
Illinois
$314K – – –
RBC
1964
Roble Belko & Company
Pennsylvania
$314K – – –
OCM
1965
One Capital Management
California
$312K – – –
PIM
1966
Progressive Investment Management
Oregon
$312K +$2.92K +15 +0.9%
AAS
1967
Annex Advisory Services
Wisconsin
$310K +$1.95K +10 +0.6%
AIS
1968
Accurate Investment Solutions
Pennsylvania
$309K – – –
BW
1969
Biegel & Waller
Maryland
$308K +$91.8K +471 +40%
DAC
1970
Dividend Assets Capital
South Carolina
$307K – – –
IWA
1971
Independence Wealth Advisors
Virginia
$307K – – –
RP
1972
Riverbridge Partners
Minnesota
$307K – – –
BCA
1973
Bray Capital Advisors
Florida
$305K – – –
XS
1974
XR Securities
Illinois
$305K +$318K +1,632 New
AWA
1975
Artemis Wealth Advisors
New York
$304K – – –
77 78
79
80 81