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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2126
Virtue Capital Management
Tennessee
$1.51M -$128K -397 -9%
RWP
2127
Revolve Wealth Partners
New Jersey
$1.5M +$56K +173 +4%
POIA
2128
Pin Oak Investment Advisors
Texas
$1.5M -$4.66M -14,411 -77%
GSWM
2129
Golden State Wealth Management
California
$1.5M -$385K -1,190 -22%
IA
2130
Insight Advisors
Pennsylvania
$1.5M -$147K -454 -10%
DWMG
2131
DB Wealth Management Group
California
$1.49M – – –
TFP
2132
Tilia Fiduciary Partners
North Carolina
$1.49M +$81.8K +253 +6%
FPWM
2133
FSB Premier Wealth Management
Iowa
$1.49M +$170K +525 +13%
RG
2134
Renaissance Group
Kentucky
$1.49M +$61.1K +189 +5%
ED
2135
Exane Derivatives
France
$1.49M -$388K -1,200 -22%
CP
2136
Camelot Portfolios
Ohio
$1.48M -$201K -622 -13%
FCT
2137
First Community Trust
Iowa
$1.48M -$16.2K -50 -1%
HLOC
2138
H.L. Ormond & Company
North Carolina
$1.47M -$6.47K -20 -0.5%
BCM
2139
Bourgeon Capital Management
Connecticut
$1.47M +$21K +65 +2%
SIM
2140
Sadoff Investment Management
Wisconsin
$1.47M -$129K -400 -9%
SLT
2141
St Louis Trust
Missouri
$1.47M – – –
DPIM
2142
Duff & Phelps Investment Management
Illinois
$1.45M – – –
CIA
2143
Cladis Investment Advisory
Montana
$1.45M – – –
IAS
2144
IMA Advisory Services
Colorado
$1.45M -$211K -651 -14%
BHA
2145
Beech Hill Advisors
New York
$1.45M – – –
SGI
2146
Summit Global Investments
Utah
$1.45M +$147K +455 +12%
GCAC
2147
Guardian Capital Advisors (Canada)
Ontario, Canada
$1.44M +$14.9K +46 +1%
PP
2148
Patten & Patten
Tennessee
$1.44M +$19.4K +60 +1%
KCM
2149
Kathmere Capital Management
Pennsylvania
$1.44M +$158K +490 +14%
SWM
2150
Sendero Wealth Management
Texas
$1.44M -$590K -1,823 -31%
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86
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