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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
LIM
2051
Lagoda Investment Management
New York
$440K – – –
SFWC
2052
Strategic Family Wealth Counselors
New Jersey
$439K – – –
KMWM
2053
Keudell/Morrison Wealth Management
Oregon
$437K – – –
HR
2054
Hayden Royal
North Carolina
$436K +$621 +3 +0.1%
LWA
2055
Lenox Wealth Advisors
New York
$436K +$150K +726 +55%
FTC
2056
Farmers Trust Company
Ohio
$435K -$39.7K -192 -9%
BP
2057
Broadleaf Partners
Ohio
$435K -$10.3K -50 -2%
BWM
2058
BigSur Wealth Management
Florida
$435K +$47.6K +230 +13%
AIS
2059
Accurate Investment Solutions
Pennsylvania
$434K +$2.9K +14 +0.7%
MC
2060
Miramar Capital
Illinois
$432K -$27.9K -135 -6%
AAM
2061
Augustine Asset Management
Florida
$432K -$6.83K -33 -2%
FNBTCON
2062
First National Bank & Trust Co of Newtown
Pennsylvania
$430K -$12.4K -60 -3%
SI
2063
SimpliFi Inc
California
$430K – – –
SFG
2064
StrategIQ Financial Group
Indiana
$430K – – –
JIP
2065
JBJ Investment Partners
South Carolina
$426K – – –
RL
2066
Ruffer LLP
United Kingdom
$425K -$207K -1,000 -33%
AIA
2067
Allied Investment Advisors
Montana
$424K -$10.3K -50 -2%
JCM
2068
Jag Capital Management
Missouri
$424K +$80.1K +387 +24%
DACG
2069
Donor Advised Charitable Giving
California
$422K – – –
AJ
2070
Ashburton (Jersey)
Jersey
$422K +$410K +1,981 New
MGAM
2071
McGowan Group Asset Management
Texas
$421K -$46.6K -225 -10%
DLCIG
2072
D.L. Carlson Investment Group
New Hampshire
$420K +$35.2K +170 +9%
FFG
2073
Fortem Financial Group
California
$419K +$407K +1,965 New
SQA
2074
Simon Quick Advisors
New Jersey
$419K -$20.3K -98 -5%
XWM
2075
Xcel Wealth Management
Florida
$418K – – –
81 82
83
84 85