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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
$653K +$205K +1,000 +48%
TCM
2052
Tradewinds Capital Management
Washington
$652K -$5.73K -28 -0.9%
DMC
2053
Drexel Morgan & Co
Pennsylvania
$652K – – –
KTA
2054
Keeley-Teton Advisors
Illinois
$651K – – –
HSWM
2055
Hubbell Strickland Wealth Management
Louisiana
$649K -$53.2K -260 -8%
PWMG
2056
Prestige Wealth Management Group
New Jersey
$649K +$3.48K +17 +0.6%
CA
2057
Claro Advisors
Massachusetts
$647K +$35.6K +174 +6%
PCM
2058
Pennsylvania Capital Management
Pennsylvania
$646K -$1.15M -5,608 -65%
MCWS
2059
McKinley Carter Wealth Services
West Virginia
$646K – – –
AF
2060
Apexium Financial
Texas
$645K -$32.9K -161 -5%
FBT
2061
First Bankers Trust
Kentucky
$639K -$7.16K -35 -1%
BCM
2062
Boltwood Capital Management
California
$634K -$14.3K -70 -2%
ACM
2063
Ategra Capital Management
Virginia
$633K – – –
VFM
2064
Vivid Financial Management
California
$630K +$351K +1,714 +138%
SSWM
2065
Sheets Smith Wealth Management
North Carolina
$629K +$44K +215 +8%
RW
2066
RVW Wealth
California
$628K -$360K -1,760 -37%
MAM
2067
Marquette Asset Management
Minnesota
$627K – – –
NSB
2068
Norway Savings Bank
Maine
$627K +$5.11K +25 +0.9%
KCM
2069
Karp Capital Management
California
$626K -$1.23M -6,008 -67%
PWAG
2070
Polaris Wealth Advisory Group
California
$626K -$43.4K -212 -7%
CCMG
2071
Clark Capital Management Group
Pennsylvania
$625K – – –
FEG
2072
Financial Enhancement Group
Indiana
$624K +$15.8K +77 +3%
FFG
2073
Ford Financial Group
California
$623K +$92K +450 +18%
CPW
2074
Catalyst Private Wealth
California
$623K +$598K +2,925 New
FFA
2075
Founders Financial Alliance
North Carolina
$623K +$599K +2,928 New
81 82
83
84 85