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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
WCM
2301
Wealthcare Capital Management
Virginia
$218K +$2.48K +12 +1%
BWCS
2302
Beirne Wealth Consulting Services
Connecticut
$217K -$1.37M -6,619 -87%
AIA
2303
Arbor Investment Advisors
North Carolina
$217K +$210K +1,016 New
BCAM
2304
Boston Common Asset Management
Massachusetts
$216K – – –
SFC
2305
SYM Financial Corp
Indiana
$216K +$210K +1,013 New
AFM
2306
Andesa Financial Management
Pennsylvania
$215K -$209K -1,009 -50%
CCM
2307
Carderock Capital Management
Maryland
$215K -$18.2K -88 -8%
LFA
2308
Landmark Financial Advisors
Kentucky
$214K – – –
WAM
2309
Weiss Asset Management
Massachusetts
$214K – – –
FSC
2310
Full Sail Capital
Oklahoma
$214K +$10.1K +49 +5%
HFM
2311
Hartford Financial Management
Connecticut
$213K – – –
HIM
2312
Hillsdale Investment Management
Ontario, Canada
$213K +$91K +440 +79%
BWL
2313
Bogart Wealth LLC
Virginia
$212K -$24K -116 -10%
DA
2314
Dillon & Associates
Michigan
$212K – – –
GWMIA
2315
Global Wealth Management Investment Advisory
Florida
$210K – – –
LWS
2316
Lucia Wealth Services
California
$208K -$6.21K -30 -3%
CA
2317
Centerpoint Advisors
Massachusetts
$207K -$38.3K -185 -16%
WOC
2318
West Oak Capital
California
$204K – – –
RFO
2319
RiverGlades Family Offices
Florida
$204K +$198K +955 New
HWM
2320
Highwater Wealth Management
Colorado
$204K +$198K +957 New
PW
2321
Peninsula Wealth
California
$204K +$198K +957 New
DW
2322
Domani Wealth
Pennsylvania
$203K -$31K -150 -14%
BC
2323
Brio Consultants
California
$203K -$20.7K -100 -10%
PG
2324
Proffitt & Goodson
Tennessee
$203K – – –
RF
2325
RHS Financial
California
$203K +$197K +950 New
91 92
93
94 95