BRK.B icon

Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
2076
Xcel Wealth Management
Florida
$418K – – –
QFA
2077
Quattro Financial Advisors
Texas
$417K +$416K +2,010 New
TA
2078
Trellis Advisors
Washington
$416K +$11.4K +55 +3%
MNBTD
2079
Moody National Bank Trust Division
Texas
$416K +$22.1K +107 +6%
CWM
2080
CCG Wealth Management
California
$415K +$185K +893 +85%
HIM
2081
Hanlon Investment Management
New Jersey
$413K +$49.7K +240 +14%
LSA
2082
L & S Advisors
California
$412K – – –
CA
2083
Continuum Advisory
Idaho
$410K +$93.7K +453 +31%
AM
2084
Atwater Malick
Pennsylvania
$409K – – –
CBN
2085
Cadence Bank NA
Texas
$408K -$3.52K -17 -0.9%
PPW
2086
Pasadena Private Wealth
California
$408K +$41.4K +200 +12%
CWM
2087
Concentrum Wealth Management
California
$408K +$124K +600 +46%
NC
2088
Noked Capital
Israel
$405K -$62.1K -300 -14%
NI
2089
Noked Israel
Israel
$405K -$62.1K -300 -14%
PAM
2090
Palisade Asset Management
Minnesota
$405K – – –
NCM
2091
Northwest Capital Management
Oregon
$404K -$9.52K -46 -2%
SEIA
2092
Signature Estate & Investment Advisors
California
$401K -$14.5K -70 -4%
BA
2093
Ballew Advisors
Mississippi
$400K – – –
SIC
2094
Shoker Investment Counsel
Ohio
$399K – – –
BCA
2095
Biltmore Capital Advisors
New Jersey
$399K +$387K +1,870 New
GCC
2096
Guardian Capital (Canada)
Ontario, Canada
$396K -$603K -2,916 -61%
AIC
2097
Archer Investment Corporation
Indiana
$395K – – –
TSS
2098
Two Sigma Securities
New York
$394K -$1.65M -7,994 -81%
VCM
2099
Virtue Capital Management
Tennessee
$394K -$123K -593 -24%
KLWA
2100
Kelly Lawrence W & Associates
California
$394K – – –
82 83
84
85 86