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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
JWS
2851
Juncture Wealth Strategies
Arizona
$799K -$5.26K -15 -0.7%
CWM
2852
Concentric Wealth Management
California
$799K -$12.3K -35 -2%
CWA
2853
Centennial Wealth Advisory
Michigan
$799K +$36.9K +105 +5%
ITC
2854
Inspire Trust Company
Nevada
$794K +$781K +2,225 New
HCP
2855
Hexagon Capital Partners
Arkansas
$791K +$137K +389 +21%
VBCG
2856
Valley Brook Capital Group
Pennsylvania
$790K +$45.6K +130 +6%
WDG
2857
Wealth Dimensions Group
Ohio
$789K -$76.5K -218 -9%
BCMLT
2858
Beacon Capital Management LLC (Tennessee)
Tennessee
$789K +$46.3K +132 +6%
FOA
2859
Five Oceans Advisors
California
$786K -$11.2K -32 -1%
WFA
2860
WMG Financial Advisors
Tennessee
$785K -$8.42K -24 -1%
JC
2861
Jentner Corp
Ohio
$785K – – –
IA
2862
IMZ Advisory
Florida
$783K +$677K +1,929 New
CAM
2863
Congress Asset Management
Massachusetts
$783K -$52.6K -150 -6%
TFO
2864
Tarbox Family Office
California
$780K – – –
SPWG
2865
Syntegra Private Wealth Group
Missouri
$780K +$40.4K +115 +6%
BC
2866
Belmont Capital
California
$779K +$707K +2,015 +1,199%
WFL
2867
Wealth Forward LLC
North Dakota
$779K +$766K +2,183 New
AW
2868
Apricus Wealth
South Carolina
$778K +$431K +1,229 +129%
PFA
2869
Pathway Financial Advisers
Indiana
$776K +$377K +1,074 +51%
CWA
2870
Consilio Wealth Advisors
Washington
$774K +$266K +758 +54%
BCM
2871
BluePath Capital Management
Georgia
$774K -$211K -600 -22%
GFG
2872
Greystone Financial Group
Michigan
$774K +$5.26K +15 +0.7%
SSWM
2873
Sheets Smith Wealth Management
North Carolina
$773K -$146K -417 -16%
CCP
2874
Cassia Capital Partners
North Carolina
$772K +$12.3K +35 +2%
SPA
2875
Sherbrooke Park Advisers
New York
$771K -$964K -2,747 -56%
113 114
115
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