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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAM
3026
Cornerstone Advisors Asset Management
Pennsylvania
$786K – – –
PFP
3027
Paragon Financial Partners
California
$786K – – –
MIA
3028
MainStreet Investment Advisors
Illinois
$784K -$388K -986 -35%
NWA
3029
New World Advisors
Massachusetts
$784K -$97.2K -247 -12%
THWM
3030
Taylor Hoffman Wealth Management
Virginia
$783K +$7.47K +19 +1%
HIIFS
3031
Harel Insurance Investments & Financial Services
Israel
$780K +$347K +882 +91%
UW
3032
Unique Wealth
Florida
$779K +$187K +475 +34%
CFP
3033
Curran Financial Partners
South Carolina
$778K -$1.97K -5 -0.3%
OFW
3034
Omnia Family Wealth
Florida
$778K +$107K +272 +17%
DP
3035
Dearborn Partners
Illinois
$777K -$1.18K -3 -0.2%
PWSG
3036
Pacific Wealth Strategies Group
California
$775K – – –
MWM
3037
Meritas Wealth Management
California
$774K -$109K -277 -13%
DAM
3038
Diamant Asset Management
Connecticut
$774K -$1.97K -5 -0.3%
OAM
3039
Oak Asset Management
California
$774K -$1.18K -3 -0.2%
SPA
3040
Shore Point Advisors
New Jersey
$774K – – –
FA
3041
Financial Alternatives
California
$772K – – –
ONST
3042
Old North State Trust
North Carolina
$772K +$723K +1,837 New
VFP
3043
Verus Financial Partners
Virginia
$770K – – –
PC
3044
Permit Capital
Pennsylvania
$767K – – –
LC
3045
Landaas & Company
Wisconsin
$766K – – –
SCM
3046
Saxony Capital Management
Missouri
$766K +$248K +630 +53%
KAM
3047
KEB Asset Management
Illinois
$765K -$38.9K -99 -5%
IF
3048
Insight Folios
North Carolina
$762K +$15.3K +39 +2%
UBV
3049
United Bank (Virginia)
Virginia
$762K +$22K +56 +3%
RTC
3050
Riverview Trust Company
Washington
$762K – – –
120 121
122
123 124