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Berkshire Hathaway Class A

Name Holding Trade Value Shares
Change
Change in
Stake
NNP
901
Nachman Norwood & Parrott
South Carolina
$306K +$313K +1 New
PSG
902
Planning Solutions Group
Maryland
$306K +$313K +1 New
PGAM
903
Princeton Global Asset Management
New Jersey
$306K +$313K +1 New
Principal Financial Group
904
Principal Financial Group
Iowa
$306K +$313K +1 New
PWM
905
PRW Wealth Management
Massachusetts
$306K +$313K +1 New
S
906
Surevest
California
$306K +$313K +1 New
Wealthspire Advisors (New York)
907
Wealthspire Advisors (New York)
New York
$306K +$313K +1 New
WPP
908
Whalerock Point Partners
Rhode Island
$306K +$313K +1 New
WPC
909
Waters Parkerson & Co
Louisiana
$306K +$31M +99 +9,900%
BAS
910
Brown Advisory Securities
Maryland
$304K – – –
PGWM
911
Parisi Gray Wealth Management
New Jersey
$303K – – –
VFA
912
Voya Financial Advisors
Connecticut
$303K – – –
VWM
913
Venturi Wealth Management
Texas
$287K – – –
AWM
914
Alterna Wealth Management
Texas
$255K +$313K +1 New
Federation des caisses Desjardins du Quebec
915
Federation des caisses Desjardins du Quebec
Quebec, Canada
$9.18K -$313K -1 -25%
Magellan Asset Management
916
Magellan Asset Management
Australia
– -$859M -2,684 Closed
Invesco
917
Invesco
Georgia
– -$63.4M -198 Closed
Manulife (Manufacturers Life Insurance)
918
Manulife (Manufacturers Life Insurance)
Ontario, Canada
– -$19.5M -61 Closed
Deutsche Bank
919
Deutsche Bank
Germany
– -$13.5M -43 -83%
HM Payson & Co
920
HM Payson & Co
Maine
– -$11.2M -35 Closed
Millennium Management
921
Millennium Management
New York
– -$10.6M -33 Closed
Sowell Financial Services
922
Sowell Financial Services
Arkansas
– -$6.5M -20 Closed
PP
923
Paloma Partners
Connecticut
– -$6.08M -19 Closed
Barclays
924
Barclays
United Kingdom
– -$2.19M -7 -88%
Cetera Investment Advisers
925
Cetera Investment Advisers
Illinois
– -$1.92M -6 Closed