We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
MSWM
2426
McGlone Suttner Wealth Management
Wisconsin
$959K +$922K +3,106 New
ODIJL
2427
One Day In July LLC
Vermont
$958K -$27.3K -92 -3%
SFG
2428
Summit Financial Group
West Virginia
$958K – – –
AG
2429
AIA Group
Hong Kong
$956K +$547K +1,843 +147%
SOS
2430
Silver Oak Securities
Tennessee
$954K -$778K -2,619 -46%
GPA
2431
Garrison Point Advisors
California
$953K -$1.19K -4 -0.1%
JWM
2432
Jessup Wealth Management
Ohio
$953K +$916K +3,085 New
KLCM
2433
KG&L Capital Management
Louisiana
$953K +$184K +621 +25%
ITIM
2434
Indiana Trust & Investment Management
Indiana
$952K +$16.3K +55 +2%
FUBT
2435
First United Bank & Trust
Maryland
$951K -$2.97K -10 -0.3%
CRWM
2436
Castle Rock Wealth Management
California
$950K +$50.8K +171 +6%
GPA
2437
Guerra Pan Advisors
New Jersey
$950K – – –
MAM
2438
McLean Asset Management
Virginia
$948K -$594 -2 -0.1%
PP
2439
Patron Partners
Texas
$948K +$14.8K +50 +2%
TC
2440
Tacita Capital
Ontario, Canada
$948K – – –
HFS
2441
Howard Financial Services
Texas
$947K +$595K +2,005 +189%
CCM
2442
Campbell Capital Management
Florida
$946K – – –
DC
2443
DeDora Capital
California
$944K – – –
AW
2444
Avion Wealth
Texas
$944K – – –
CCP
2445
Clarkston Capital Partners
Michigan
$944K +$13.7K +46 +2%
IFO
2446
Independent Family Office
New York
$944K -$1.49K -5 -0.2%
BMC
2447
Beaton Management Company
Massachusetts
$941K – – –
GSAM
2448
Grant Street Asset Management
Pennsylvania
$941K – – –
EFG
2449
Ethos Financial Group
Pennsylvania
$937K +$900K +3,032 New
MJP
2450
Michael J. Puzo
$936K -$77.2K -260 -8%
96 97
98
99 100