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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1951
Patriot Financial Group Insurance Agency
Massachusetts
$1.65M -$647K -2,260 -29%
NAS
1952
Nicolet Advisory Services
Wisconsin
$1.65M -$120K -419 -7%
NGA
1953
Naples Global Advisors
Florida
$1.64M – – –
SAS
1954
Sanford Advisory Services
Michigan
$1.64M +$4.58K +16 +0.3%
DBRC
1955
D.B. Root & Company
Pennsylvania
$1.64M -$19.5K -68 -1%
FEG
1956
Financial Enhancement Group
Indiana
$1.64M +$61.9K +216 +4%
QPWM
1957
Quadrant Private Wealth Management
Pennsylvania
$1.63M – – –
GSWM
1958
Golden State Wealth Management
California
$1.63M +$19.8K +69 +1%
BAM
1959
Baldrige Asset Management
Pennsylvania
$1.63M -$20.6K -72 -1%
GCM
1960
G2 Capital Management
Ohio
$1.63M +$1.56M +5,441 New
RWA
1961
Redhawk Wealth Advisors
Minnesota
$1.63M +$5.16K +18 +0.3%
AFG
1962
Arkansas Financial Group
Arkansas
$1.62M – – –
ED
1963
Exane Derivatives
France
$1.62M +$88.5K +309 +6%
MA
1964
Modus Advisors
Minnesota
$1.62M -$35.2K -123 -2%
AA
1965
Addison Advisors
Vermont
$1.61M +$1.25M +4,351 +415%
IIL
1966
Insight Inv LLC
California
$1.61M +$1.54M +5,381 New
TWA
1967
Tillar-Wenstrup Advisors
Ohio
$1.6M +$317K +1,108 +26%
LWM
1968
Liberty Wealth Management
California
$1.6M -$1.46M -5,106 Closed
MGIM
1969
M&G Investment Management
United Kingdom
$1.6M -$170K -593 -10%
RP
1970
Riverwater Partners
Wisconsin
$1.6M +$1.53M +5,343 New
GFG
1971
Greystone Financial Group
Michigan
$1.6M +$334K +1,166 +28%
FI
1972
Finivi Inc
Massachusetts
$1.59M +$1.52M +5,311 New
BOTW
1973
Bank of the West
California
$1.58M +$17.2K +60 +1%
CIA
1974
Compass Ion Advisors
Pennsylvania
$1.58M -$24.3K -85 -2%
ACM
1975
Ativo Capital Management
Illinois
$1.58M -$37.2K -130 -2%
77 78
79
80 81