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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BWAM
2126
Boyd Watterson Asset Management
Ohio
$570K +$26.1K +120 +5%
KFI
2127
Key Financial Inc
Pennsylvania
$569K +$545K +2,510 New
IWA
2128
Intercontinental Wealth Advisors
Texas
$568K -$174K -801 -24%
FPGK
2129
Financial Partners Group (Kansas)
Kansas
$568K +$20.2K +93 +4%
CWP
2130
CFM Wealth Partners
Texas
$567K +$536K +2,469 New
SNT
2131
Security National Trust
West Virginia
$566K +$45.6K +210 +9%
SWM
2132
Sugarloaf Wealth Management
Georgia
$566K +$543K +2,500 New
FVWA
2133
Foster Victor Wealth Advisors
South Carolina
$565K -$3.04K -14 -0.6%
MCM
2134
MV Capital Management
Maryland
$565K +$3.91K +18 +0.7%
PAG
2135
Pinnacle Advisory Group
Maryland
$564K -$28.4K -131 -5%
CAM
2136
Congress Asset Management
Massachusetts
$564K – – –
NSB
2137
Norway Savings Bank
Maine
$564K – – –
FP
2138
Financial Perspectives
Minnesota
$562K +$539K +2,482 New
LWA
2139
Lenox Wealth Advisors
New York
$561K +$9.99K +46 +2%
HFBOT
2140
Home Federal Bank of Tennessee
Tennessee
$560K – – –
CCM
2141
Crabel Capital Management
California
$560K +$537K +2,471 New
CS
2142
Capital Square
Tennessee
$558K +$535K +2,465 New
VBFP
2143
Valtinson Bruner Financial Planning
Minnesota
$557K +$25.2K +116 +5%
SHGA
2144
Sand Hill Global Advisors
California
$557K +$123K +566 +30%
AP
2145
Adero Partners
California
$557K +$534K +2,460 New
CCM
2146
Crossvault Capital Management
Texas
$556K -$123K -565 -19%
APSI
2147
Asset Planning Services Inc
Louisiana
$555K – – –
MAM
2148
Marquette Asset Management
Minnesota
$554K – – –
KPWG
2149
KFA Private Wealth Group
Virginia
$554K +$532K +2,448 New
DDPIC
2150
Deroy & Devereaux Private Investment Counsel
Michigan
$553K -$38K -175 -7%
84 85
86
87 88