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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PD
2301
Planning Directions
Pennsylvania
$211K +$8.28K +41 +4%
SIA
2302
Strategic Investment Advisors
Michigan
$211K +$212K +1,050 New
OCG
2303
Opus Capital Group
Ohio
$210K – – –
HPC
2304
Hobart Private Capital
North Carolina
$210K +$211K +1,044 New
BBA
2305
Braun-Bostich & Associates
Pennsylvania
$209K -$12.1K -60 -5%
GAG
2306
GM Advisory Group
New York
$208K -$84.8K -420 -29%
FSC
2307
Full Sail Capital
Oklahoma
$206K -$1.01K -5 -0.5%
SSWM
2308
Sheets Smith Wealth Management
North Carolina
$206K – – –
IC
2309
Intersect Capital
California
$205K +$206K +1,020 New
WCM
2310
Wealthcare Capital Management
Virginia
$204K – – –
BCAM
2311
Boston Common Asset Management
Massachusetts
$203K – – –
LWS
2312
Lucia Wealth Services
California
$202K +$83.6K +414 +70%
WAM
2313
Weiss Asset Management
Massachusetts
$202K +$203K +1,005 New
LPC
2314
Loeb Partners Corp
New York
$201K -$9.89M -49,000 -98%
CAAS
2315
Capital Asset Advisory Services
Michigan
$201K -$985K -4,879 -83%
HFM
2316
Hartford Financial Management
Connecticut
$201K -$67.6K -335 -25%
SICM
2317
Sustainable Insight Capital Management
New York
$201K -$60.6K -300 -23%
LFA
2318
Landmark Financial Advisors
Kentucky
$201K – – –
ME
2319
McIlrath & Eck
Washington
$200K -$16.6K -82 -8%
DA
2320
Dillon & Associates
Michigan
$200K – – –
SCP
2321
Stamos Capital Partners
California
$198K -$1.18M -5,825 -86%
GWMIA
2322
Global Wealth Management Investment Advisory
Florida
$197K – – –
WOC
2323
West Oak Capital
California
$192K – – –
PG
2324
Proffitt & Goodson
Tennessee
$191K +$15.9K +79 +9%
FWC
2325
First Washington Corp
Washington
$190K – – –
91 92
93
94 95