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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
IFAM
2326
Institutional & Family Asset Management
Colorado
$1.14M +$54.3K +168 +5%
IA
2327
IFG Advisors
Missouri
$1.14M – – –
FC
2328
Financial Consulate
Maryland
$1.14M +$170K +525 +19%
RVPG
2329
Relative Value Partners Group
$1.14M +$548K +1,693 +110%
FC
2330
Family CFO
California
$1.14M – – –
SG
2331
Strid Group
Pennsylvania
$1.14M -$16.2K -50 -2%
CCP
2332
Clarkston Capital Partners
Michigan
$1.14M +$239K +738 +30%
SDWMA
2333
Schneider Downs Wealth Management Advisors
Pennsylvania
$1.14M -$967K -2,988 -48%
SF
2334
Symphony Financial
Texas
$1.13M +$17.8K +55 +2%
FWP
2335
Firethorn Wealth Partners
Georgia
$1.13M -$8.41K -26 -0.8%
SFG
2336
Sovereign Financial Group
Connecticut
$1.13M +$5.17K +16 +0.5%
KCFA
2337
Key Client Fiduciary Advisors
New Jersey
$1.13M +$316K +976 +44%
9WM
2338
9258 Wealth Management
Ohio
$1.13M +$5.17K +16 +0.5%
SHGA
2339
Sand Hill Global Advisors
California
$1.13M -$213K -660 -17%
TC
2340
Tacita Capital
Ontario, Canada
$1.13M +$194K +600 +23%
WWMSC
2341
Wagner Wealth Management (South Carolina)
South Carolina
$1.12M -$401K -1,241 -28%
TFA
2342
Tranquilli Financial Advisor
New Jersey
$1.12M -$22.6K -70 -2%
BRA
2343
Biechele Royce Advisors
Indiana
$1.12M – – –
SFG
2344
Summit Financial Group
West Virginia
$1.12M – – –
TCM
2345
Tandem Capital Management
New Jersey
$1.12M +$2.59K +8 +0.2%
VST
2346
Van Strum & Towne
California
$1.11M +$302K +933 +42%
PCMK
2347
Paragon Capital Management (Kansas)
Kansas
$1.11M -$11.3K -35 -1%
AF
2348
Apexium Financial
Texas
$1.11M – – –
NFP
2349
Narus Financial Partners
Utah
$1.11M +$1.02M +3,149 New
SJIA
2350
St. James Investment Advisors
New York
$1.11M +$301K +931 +42%
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