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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CFO
2301
Colony Family Offices
North Carolina
$944K +$1.08M +3,456 New
SWM
2302
Silverlake Wealth Management
Vermont
$942K +$196K +625 +22%
JWM
2303
Jackson Wealth Management
Florida
$941K +$783K +2,496 +263%
GBT
2304
Grove Bank & Trust
Florida
$938K -$18.5K -59 -2%
FEM
2305
Fulcrum Equity Management
Texas
$938K – – –
GPFA
2306
Game Plan Financial Advisors
Ohio
$937K -$11K -35 -1%
AIM
2307
Athena Investment Management
California
$935K +$237K +755 +28%
LK
2308
Lumbard & Kellner
New Hampshire
$933K – – –
JMFC
2309
J.M. Forbes & Co
Massachusetts
$933K +$3.14K +10 +0.3%
TCM
2310
Tandem Capital Management
New Jersey
$933K +$27.6K +88 +3%
LODC
2311
Lanham O'Dell & Company
West Virginia
$932K -$42M -133,832 -98%
FCM
2312
Fortis Capital Management
Washington
$931K -$32.6K -104 -3%
AF
2313
Apexium Financial
Texas
$929K – – –
TFA
2314
Triad Financial Advisors
North Carolina
$929K +$1.25K +4 +0.1%
SIC
2315
Sigma Investment Counselors
Michigan
$927K -$1.88K -6 -0.2%
AC
2316
Aristides Capital
Kentucky
$927K – – –
HP
2317
HT Partners
Connecticut
$927K – – –
HT
2318
HighTower Trust
Texas
$927K +$78.1K +249 +8%
LWAM
2319
Legacy Wealth Asset Management
Minnesota
$925K -$13.8K -44 -1%
FRM
2320
Fox Run Management
Connecticut
$925K +$870K +2,774 +452%
GPA
2321
Guerra Pan Advisors
New Jersey
$924K – – –
FVWA
2322
Foster Victor Wealth Advisors
South Carolina
$922K -$55.8K -178 -5%
AWM
2323
Aries Wealth Management
Maine
$922K +$637K +2,032 +151%
CG
2324
Clarus Group
Texas
$921K -$23.5K -75 -2%
AGA
2325
Accuvest Global Advisors
Utah
$921K +$9.41K +30 +0.9%
91 92
93
94 95