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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
VCG
2701
Vantage Consulting Group
Virginia
$572K +$14.3K +50 +3%
SA
2702
Syntax Advisors
New York
$572K +$548K +1,914 New
DE
2703
Day & Ennis
Georgia
$571K +$33.2K +116 +6%
OWA
2704
One Wealth Advisors
California
$570K +$2.58K +9 +0.5%
BG
2705
Bollard Group
Massachusetts
$568K – – –
AWAP
2706
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$564K -$286 -1 -0.1%
SPAS
2707
Spectrum Planning & Advisory Services
California
$564K – – –
PWM
2708
Prentice Wealth Management
New York
$563K -$18.9K -66 -3%
FBC
2709
Fairfield, Bush & Co
Connecticut
$563K – – –
CHA
2710
Cooper/Haims Advisors
New York
$563K +$96.2K +336 +22%
VBWMG
2711
Von Berge Wealth Management Group
California
$563K +$515K +1,799 New
WFA
2712
WestHill Financial Advisors
California
$562K +$57.3K +200 +12%
SFP
2713
Shepherd Financial Partners
Massachusetts
$560K +$68.7K +240 +15%
TFP
2714
Triune Financial Partners
Kansas
$560K +$536K +1,872 New
RB
2715
Rodgers Brothers
Pennsylvania
$559K +$77.3K +270 +17%
UIA
2716
Ulland Investment Advisors
Minnesota
$558K +$534K +1,865 New
GM
2717
GeoWealth Management
Illinois
$557K +$2.86K +10 +0.5%
MG
2718
Meritage Group
California
$557K +$55.6K +194 +12%
SFP
2719
Sandbox Financial Partners
Maryland
$556K +$159K +554 +42%
MTC
2720
McDaniel Terry & Co
Texas
$554K – – –
HCM
2721
HM Capital Management
Missouri
$553K +$316K +1,103 +148%
FPOC
2722
Financial Planners of Cleveland
Ohio
$553K +$532K +1,857 New
STC
2723
Sarah T. Connolly
$552K +$14.3K +50 +3%
RWM
2724
Rockwood Wealth Management
Pennsylvania
$551K +$528K +1,842 New
TF
2725
TimeScale Financial
Massachusetts
$550K -$22.3K -78 -4%
107 108
109
110 111