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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
WMC
2101
Westwood Management Corporation
Illinois
$600K – – –
GG
2102
Gleason Group
Kentucky
$598K +$574K +2,642 New
HWA
2103
HHM Wealth Advisors
Tennessee
$596K +$94.5K +435 +20%
TCWM
2104
Total Clarity Wealth Management
Illinois
$596K +$572K +2,633 New
SFWC
2105
Strategic Family Wealth Counselors
New Jersey
$595K – – –
MCWS
2106
McKinley Carter Wealth Services
West Virginia
$593K -$76.2K -351 -12%
WLIM
2107
White Lighthouse Investment Management
Massachusetts
$589K -$227K -1,046 -29%
HC
2108
Hamilton Capital
Ohio
$588K -$10.9K -50 -2%
IF
2109
Insight Folios
North Carolina
$588K +$564K +2,595 New
AWM
2110
Aries Wealth Management
Maine
$584K – – –
LC
2111
Landaas & Company
Wisconsin
$584K – – –
FIA
2112
Foundations Investment Advisors
Arizona
$581K -$250K -1,152 -31%
GSWM
2113
Golden State Wealth Management
California
$580K -$198K -911 -26%
TIM
2114
Total Investment Management
Arizona
$580K -$105K -484 -16%
BMC
2115
Beaton Management Company
Massachusetts
$580K – – –
CAL
2116
Capital Analysts LLC
Pennsylvania
$576K -$333K -1,535 -38%
CA
2117
Claro Advisors
Massachusetts
$576K +$66K +304 +14%
TCM
2118
Tandem Capital Management
New Jersey
$576K +$553K +2,545 New
AHB
2119
Abner Herrman & Brock
New Jersey
$575K -$93.2K -429 -14%
IAP
2120
Indie Asset Partners
Indiana
$573K +$549K +2,529 New
APSP
2121
Asset Planning Services (Pennsylvania)
Pennsylvania
$572K – – –
W
2122
WealthOne
New York
$572K – – –
OA
2123
Oxbow Advisors
Texas
$572K +$22.8K +105 +4%
HHGA
2124
Halbert Hargrove Global Advisors
California
$571K -$33K -152 -6%
JWM
2125
JGP Wealth Management
Oregon
$570K -$3.26K -15 -0.6%
83 84
85
86 87