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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
DMC
2076
Drexel Morgan & Co
Pennsylvania
$560K – – –
KTA
2077
Keeley-Teton Advisors
Illinois
$559K -$42.5K -200 -6%
RHAM
2078
Round Hill Asset Management
California
$556K – – –
FBT
2079
First Bankers Trust
Kentucky
$555K – – –
ABTD
2080
Arvest Bank Trust Division
Oklahoma
$553K -$425 -2 -0.1%
TWP
2081
TFO Wealth Partners
Ohio
$553K +$339K +1,597 +112%
AIA
2082
Angeles Investment Advisors
California
$551K +$618K +2,907 New
JWCA
2083
J.W. Cole Advisors
Florida
$548K -$6.31M -29,664 -91%
CA
2084
Claro Advisors
Massachusetts
$548K +$96.5K +454 +18%
RWA
2085
Redhawk Wealth Advisors
Minnesota
$547K +$247K +1,161 +63%
PAM
2086
Premier Asset Management
Illinois
$545K -$7.7M -36,228 -92%
ACM
2087
Advisors Capital Management
New Jersey
$545K -$72.9K -343 -10%
PCTC
2088
Perkins Coie Trust Company
Washington
$543K -$7.01K -33 -1%
MMG
2089
Monetary Management Group
Missouri
$541K – – –
IWA
2090
Inspirion Wealth Advisors
Illinois
$540K -$75.2K -354 -11%
GLA
2091
Good Life Advisors
Pennsylvania
$537K -$18.7K -88 -3%
SWRP
2092
Summit Wealth & Retirement Planning
California
$531K -$233K -1,097 -27%
BHBT
2093
Burke & Herbert Bank & Trust
Virginia
$531K -$1.06K -5 -0.2%
SSA
2094
South Street Advisors
New York
$528K – – –
CPA
2095
Capital Planning Advisors
California
$525K – – –
IC
2096
Investment Counsel
Michigan
$525K – – –
CT
2097
Columbia Trust
Oregon
$524K -$366K -1,724 -37%
CCC
2098
Chelsea Counsel Company
California
$524K +$238K +1,118 +64%
S
2099
Surevest
California
$523K -$128K -603 -17%
WB
2100
West Bancorporation
Iowa
$523K -$3.83K -18 -0.6%
82 83
84
85 86