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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
NGA
2076
Naples Global Advisors
Florida
$2.5M -$114K -289 -5%
FWM
2077
Fingerlakes Wealth Management
New York
$2.5M +$18.1K +46 +0.8%
ITB
2078
Idaho Trust Bank
Idaho
$2.5M +$1.94M +4,934 +493%
MPM
2079
MBB Public Markets
Illinois
$2.49M +$1.07M +2,731 +85%
CAGAS
2080
Capital Advisory Group Advisory Services
Minnesota
$2.49M +$148K +376 +7%
RVPG
2081
Relative Value Partners Group
$2.48M +$133K +338 +6%
BI
2082
Ballast Inc
Kentucky
$2.48M – – –
RWP
2083
Revolve Wealth Partners
New Jersey
$2.48M +$114K +290 +5%
BWP
2084
BSW Wealth Partners
Colorado
$2.48M +$601K +1,527 +35%
IWA
2085
Invera Wealth Advisors
Oregon
$2.47M +$73.2K +186 +3%
SMWM
2086
Silvia McColl Wealth Management
California
$2.47M +$305K +775 +15%
PWM
2087
Palumbo Wealth Management
New York
$2.47M – – –
TA
2088
TruWealth Advisors
Louisiana
$2.45M -$146K -372 -6%
MCM
2089
Monarch Capital Management
Indiana
$2.45M -$45.2K -115 -2%
WHC
2090
Wulff, Hansen & Co
California
$2.45M +$348K +885 +18%
VF
2091
Vawter Financial
Ohio
$2.44M -$64.1K -163 -3%
LFA
2092
Legacy Financial Advisors
Kentucky
$2.44M +$80.2K +204 +4%
BCM
2093
Bourgeon Capital Management
Connecticut
$2.44M +$4.72K +12 +0.2%
TPW
2094
Transatlantique Private Wealth
New York
$2.44M -$9.83K -25 -0.4%
UWS
2095
Unique Wealth Strategies
Illinois
$2.44M -$62.1K -158 -3%
IP
2096
Investment Partners
Ohio
$2.44M – – –
SCM
2097
Spreng Capital Management
Ohio
$2.43M -$3.54K -9 -0.2%
AAIS
2098
ABN AMRO Investment Solutions
$2.43M -$69.6K -177 -3%
IIC
2099
Integrated Investment Consultants
Michigan
$2.42M +$40.5K +103 +2%
FIC
2100
FCG Investment Company
Tennessee
$2.42M +$119K +302 +6%
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84
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