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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
FPWM
2101
FSB Premier Wealth Management
Iowa
$949K +$118K +421 +14%
SMI
2102
Shelter Mutual Insurance
Missouri
$948K – – –
TWM
2103
TriaGen Wealth Management
California
$947K – – –
HP
2104
HT Partners
Connecticut
$945K +$3.37K +12 +0.3%
MWP
2105
Meridian Wealth Partners
Pennsylvania
$945K +$8.43K +30 +0.9%
BDF
2106
Black Diamond Financial
Maryland
$943K -$5.62K -20 -0.6%
SA
2107
Sunesis Advisors
Kansas
$943K – – –
CBT
2108
CoreFirst Bank & Trust
Kansas
$941K – – –
BAAM
2109
Baker Avenue Asset Management
California
$938K +$25.3K +90 +3%
XWM
2110
Xcel Wealth Management
Florida
$936K +$22.5K +80 +2%
JMFC
2111
J.M. Forbes & Co
Massachusetts
$934K -$42.1K -150 -4%
HC
2112
Hamilton Capital
Ohio
$934K +$395K +1,408 +70%
LK
2113
Lumbard & Kellner
New Hampshire
$933K -$44.9K -160 -4%
SWA
2114
Sax Wealth Advisors
New Jersey
$933K +$210K +749 +28%
NIC
2115
Northwest Investment Counselors
Oregon
$927K +$15.7K +56 +2%
AC
2116
Aristides Capital
Kentucky
$926K – – –
AMG
2117
Advisors Management Group
Wisconsin
$922K -$1.4K -5 -0.1%
PM
2118
Penbrook Management
New York
$921K – – –
GPFA
2119
Game Plan Financial Advisors
Ohio
$920K – – –
AWM
2120
AllSquare Wealth Management
New York
$918K -$140K -500 -13%
BWA
2121
Beam Wealth Advisors
Louisiana
$918K +$4.78K +17 +0.5%
OCM
2122
One Capital Management
California
$917K +$177K +630 +23%
DAM
2123
Doheny Asset Management
California
$914K -$426K -1,515 -31%
PAM
2124
Premier Asset Management
Illinois
$914K +$941K +3,350 New
DC
2125
DeDora Capital
California
$913K +$55K +196 +6%
83 84
85
86 87