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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CPP
2201
Capasso Planning Partners
South Carolina
$2.11M +$48.4K +123 +3%
HBT
2202
Hills Bank & Trust
Iowa
$2.11M +$30.7K +78 +2%
YLHM
2203
Yelin Lapidot Holdings Management
Israel
$2.1M – – –
MIA
2204
MMBG Investment Advisors
Florida
$2.1M – – –
JAFL
2205
Jay A. Fishman Ltd
Michigan
$2.1M +$13.8K +35 +0.7%
SA
2206
SL Advisors
New Jersey
$2.1M +$2.36K +6 +0.1%
LWP
2207
LMG Wealth Partners
Louisiana
$2.09M +$12.6K +32 +0.6%
FH
2208
FWG Holdings
Florida
$2.09M +$243K +619 +14%
IWA
2209
IBEX Wealth Advisors
New Jersey
$2.09M -$96.8K -246 -4%
TBWA
2210
Three Bridge Wealth Advisors
California
$2.08M -$183K -464 -9%
FNFDCM
2211
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$2.08M -$37.4K -95 -2%
LWMG
2212
Levy Wealth Management Group
Pennsylvania
$2.08M – – –
TRIA
2213
Trail Ridge Investment Advisors
Colorado
$2.07M -$137K -348 -7%
KWS
2214
Keystone Wealth Services
California
$2.07M -$7.08K -18 -0.4%
FCM
2215
Fortis Capital Management
Washington
$2.06M +$92.8K +236 +5%
AA
2216
Alta Advisers
United Kingdom
$2.06M – – –
AIM
2217
ARGA Investment Management
Connecticut
$2.06M – – –
OIS
2218
Okabena Investment Services
Minnesota
$2.06M – – –
AFO
2219
Arrowroot Family Office
California
$2.05M -$15.7K -40 -0.8%
AAM
2220
Ascension Asset Management
New York
$2.05M +$1.92M +4,872 New
NLP
2221
Next Level Private
New York
$2.05M +$996K +2,532 +108%
KW
2222
KWB Wealth
California
$2.04M +$1.49M +3,796 +360%
FCG
2223
Financial Connections Group
California
$2.04M -$140K -356 -7%
FWTB
2224
First Western Trust Bank
Colorado
$2.04M -$55.1K -140 -3%
TA
2225
TFB Advisors
Kansas
$2.04M +$514K +1,307 +34%
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89
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