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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CIAS
2351
CBIZ Investment Advisory Services
Ohio
$340K – – –
SFP
2352
Shepherd Financial Partners
Massachusetts
$340K – – –
TF
2353
Trek Financial
Arizona
$340K +$20.7K +101 +7%
MIC
2354
Meridian Investment Counsel
California
$336K +$322K +1,576 New
AGA
2355
Arkos Global Advisors
Texas
$335K -$409 -2 -0.1%
TF
2356
TRH Financial
Iowa
$335K +$322K +1,575 New
JFGLC
2357
Johnson Financial Group LLC (Colorado)
Colorado
$334K – – –
AHB
2358
Abner Herrman & Brock
New Jersey
$333K -$138K -677 -30%
CISOA
2359
Capital Investment Services of America
Wisconsin
$332K +$20.5K +100 +7%
WI
2360
WrapManager Inc
California
$332K +$44.4K +217 +16%
OFG
2361
Omega Financial Group
California
$331K -$22.3K -109 -7%
AGA
2362
Accuvest Global Advisors
Utah
$330K -$537K -2,625 -63%
ETI
2363
Enterprise Trust & Investment
California
$330K – – –
CTB
2364
Country Trust Bank
Illinois
$328K – – –
BHWM
2365
Bay Harbor Wealth Management
Maryland
$327K +$2.46K +12 +0.8%
EA
2366
Emerald Advisors
Washington
$327K +$4.09K +20 +1%
SMG
2367
Smart Money Group
Texas
$326K -$34.4K -168 -10%
CMA
2368
Cedar Mountain Advisors
Oregon
$325K -$1.43K -7 -0.5%
WB
2369
West Bancorporation
Iowa
$324K -$278K -1,359 -47%
HCP
2370
Hexagon Capital Partners
Arkansas
$322K +$323K +1,580 New
WQ
2371
Wealth Quarterback
New Jersey
$321K – – –
CIA
2372
Cascade Investment Advisors
Oregon
$320K – – –
SFG
2373
Sunburst Financial Group
Alabama
$320K – – –
BL
2374
Balentine LLC
Georgia
$320K +$75.5K +369 +32%
OL
2375
Optas LLC
Texas
$320K +$307K +1,502 New
93 94
95
96 97