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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
MCWS
2151
McKinley Carter Wealth Services
West Virginia
$753K +$47.8K +217 +7%
LGA
2152
Lebenthal Global Advisors
New York
$749K +$711K +3,231 New
JAM
2153
Jupiter Asset Management
United Kingdom
$745K +$92.3K +419 +15%
LCM
2154
Liberty Capital Management
Michigan
$745K +$708K +3,213 New
BWA
2155
Beam Wealth Advisors
Louisiana
$744K -$15.4K -70 -2%
LWP
2156
Lumature Wealth Partners
Georgia
$743K +$706K +3,204 New
PA
2157
PFG Advisors
Arizona
$742K -$65K -295 -8%
IWA
2158
Inspirion Wealth Advisors
Illinois
$742K -$12.3K -56 -2%
JLBC
2159
J.L. Bainbridge & Co
Florida
$742K – – –
TLFA
2160
True Link Financial Advisors
California
$742K +$705K +3,200 New
CC
2161
Cornerstone Capital
California
$741K -$88.1K -400 -11%
AA
2162
Advisory Alpha
Michigan
$741K +$382K +1,733 +118%
SFP
2163
Sterling Financial Planning
New Jersey
$740K +$702K +3,190 New
TFO
2164
Tarbox Family Office
California
$737K -$25.8K -117 -4%
GAM
2165
Gould Asset Management
California
$737K -$11K -50 -2%
SGI
2166
Summit Global Investments
Utah
$736K +$699K +3,173 New
AWM
2167
Aries Wealth Management
Maine
$731K +$4.4K +20 +0.6%
DWM
2168
Dorchester Wealth Management
Quebec, Canada
$731K +$220K +1,000 +46%
SLT
2169
St Louis Trust
Missouri
$730K – – –
SAM
2170
Seelaus Asset Management
New Jersey
$729K +$80.4K +365 +13%
CCC
2171
Chelsea Counsel Company
California
$726K -$11.9K -54 -2%
ITIM
2172
Indiana Trust & Investment Management
Indiana
$726K -$6.39K -29 -0.9%
TCM
2173
Tradewinds Capital Management
Washington
$726K +$14.5K +66 +2%
NSB
2174
Norway Savings Bank
Maine
$726K +$40.7K +185 +6%
VST
2175
Van Strum & Towne
California
$726K +$328K +1,488 +90%
85 86
87
88 89