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BRK.B icon

Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
GCAC
1951
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.04M -$123K -558 -11%
DWMG
1952
DB Wealth Management Group
California
$1.04M +$990K +4,495 New
GB
1953
Goepper Burkhardt
South Carolina
$1.04M +$987K +4,484 New
VIA
1954
Vident Investment Advisory
Georgia
$1.04M +$217K +986 +28%
PPW
1955
Parcion Private Wealth
Washington
$1.04M +$252K +1,144 +34%
LCM
1956
LVM Capital Management
Michigan
$1.03M – – –
RWA
1957
Redhawk Wealth Advisors
Minnesota
$1.03M +$102K +461 +12%
CBT
1958
CoreFirst Bank & Trust
Kansas
$1.03M +$979K +4,446 New
BST
1959
Bath Savings Trust
Maine
$1.03M -$296K -1,345 -23%
SCA
1960
Sage Capital Advisors
South Dakota
$1.03M -$2.64K -12 -0.3%
SIM
1961
Sadoff Investment Management
Wisconsin
$1.02M -$77.1K -350 -7%
FSA
1962
Fort Sheridan Advisors
Illinois
$1.02M -$95.3K -433 -9%
PCMK
1963
Paragon Capital Management (Kansas)
Kansas
$1.02M -$11K -50 -1%
FPGK
1964
Financial Partners Group (Kansas)
Kansas
$1.01M -$74.6K -339 -7%
AP
1965
Atwood & Palmer
Missouri
$1.01M +$44K +200 +5%
LWPC
1966
Legacy Wealth Partners (California)
California
$1M +$150K +682 +19%
FNWM
1967
Financial Network Wealth Management
Utah
$1M +$950K +4,316 New
RW
1968
RVW Wealth
California
$1M +$77.1K +350 +12%
CWM
1969
Calamos Wealth Management
Illinois
$999K -$340K -1,542 -26%
GCM
1970
Gibraltar Capital Management
Oklahoma
$999K +$22K +100 +2%
FCFC
1971
First Citizens Financial Corp
Iowa
$997K -$171K -775 -15%
FFS
1972
Founders Financial Securities
Maryland
$991K +$941K +4,272 New
NI
1973
NFC Investments
Tennessee
$988K -$220 -1 -0%
WAAG
1974
Wealth Alliance Advisory Group
Kansas
$984K +$105K +476 +13%
ARG
1975
Advisory Resource Group
Oklahoma
$982K -$8.81K -40 -0.9%
77 78
79
80 81