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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RAM
2201
Riggs Asset Management
Pennsylvania
$286K -$101K -500 -26%
KM
2202
Kalos Management
Georgia
$286K -$28.3K -140 -9%
NG
2203
NatWest Group
United Kingdom
$283K -$74.3K -368 -21%
IF
2204
IRON Financial
Illinois
$283K +$284K +1,409 New
LFS
2205
Lutz Financial Services
Nebraska
$281K -$589K -2,917 -68%
CISOA
2206
Capital Investment Services of America
Wisconsin
$281K – – –
SWAG
2207
Spectrum Wealth Advisory Group
California
$280K +$281K +1,393 New
MFW
2208
Meristem Family Wealth
Minnesota
$279K -$47.8K -237 -15%
PA
2209
Probity Advisors
Texas
$278K +$1.82K +9 +0.7%
WCA
2210
Westover Capital Advisors
Delaware
$277K +$278K +1,379 New
CWP
2211
Capital Wealth Planning
Florida
$275K – – –
ST
2212
Sageworth Trust
Pennsylvania
$274K -$104K -517 -27%
TFO
2213
Tarbox Family Office
California
$274K -$404 -2 -0.1%
SAM
2214
Strategy Asset Managers
California
$273K +$275K +1,361 New
HFS
2215
Howard Financial Services
Texas
$272K – – –
PCA
2216
Private Capital Advisors
Connecticut
$271K +$10.1K +50 +4%
IIM
2217
Ipswich Investment Management
Massachusetts
$271K +$131K +650 +93%
GGHC
2218
Gilder Gagnon Howe & Co
New York
$271K +$273K +1,351 New
WFWM
2219
Wechter Feldman Wealth Management
New Jersey
$269K – – –
WPC
2220
White Pine Capital
Minnesota
$268K – – –
TCPWM
2221
Traverso Chambers Private Wealth Management
California
$267K – – –
CWM
2222
Capital Wealth Management
Rhode Island
$266K – – –
LWA
2223
Lenox Wealth Advisors
New York
$265K -$107K -532 -29%
TST
2224
Tech Square Trading
Massachusetts
$265K +$266K +1,317 New
CWM
2225
Concentrum Wealth Management
California
$264K +$23.4K +116 +10%
87 88
89
90 91