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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2051
Lyell Wealth Management
California
$2.64M – – –
1WM
2052
1858 Wealth Management
Ohio
$2.64M -$510K -1,248 -16%
TCA
2053
Trifecta Capital Advisors
Illinois
$2.63M -$200K -489 -7%
TWM
2054
Thrive Wealth Management
Pennsylvania
$2.62M +$2.04K +5 +0.1%
PIP
2055
Peachtree Investment Partners
Florida
$2.62M -$29.8K -73 -1%
AAM
2056
Aureus Asset Management
Massachusetts
$2.61M -$51.1K -125 -2%
GWM
2057
Greenwich Wealth Management
Connecticut
$2.61M +$146K +357 +6%
MIC
2058
Meridian Investment Counsel
California
$2.61M +$276K +675 +12%
OL
2059
Optas LLC
Texas
$2.61M +$187K +458 +8%
LRIA
2060
Leonard Rickey Investment Advisors
Washington
$2.6M +$284K +696 +12%
FGAM
2061
Financial Gravity Asset Management
Texas
$2.6M +$154K +376 +6%
AWA
2062
Artemis Wealth Advisors
New York
$2.6M +$123K +300 +5%
HA
2063
Herold Advisors
New York
$2.6M +$143K +350 +6%
LJAC
2064
L.J. Altfest & Co
New York
$2.6M -$8.17K -20 -0.3%
DA
2065
Dover Advisors
Virginia
$2.6M +$163K +398 +7%
OWA
2066
Octavia Wealth Advisors
Ohio
$2.59M +$111K +271 +4%
MFS
2067
Madrona Financial Services
Washington
$2.59M -$36K -88 -1%
GWM
2068
GSB Wealth Management
Connecticut
$2.58M +$15.1K +37 +0.6%
1W
2069
1776 Wealth
Georgia
$2.58M -$85K -208 -3%
BT
2070
Brandywine Trust
Delaware
$2.58M – – –
NQWM
2071
Northwest Quadrant Wealth Management
Oregon
$2.58M -$81.7K -200 -3%
PCH
2072
PGIM Custom Harvest
New Jersey
$2.58M +$284K +696 +12%
D
2073
Diversified
Delaware
$2.58M +$1.31M +3,201 +102%
AC
2074
AXQ Capital
New Jersey
$2.57M +$1.69M +4,125 +188%
LFA
2075
Laraway Financial Advisors
Minnesota
$2.57M – – –
81 82
83
84 85