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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
WRPWM
3101
Werba Rubin Papier Wealth Management
California
$360K +$1.54K +5 +0.4%
SFG
3102
Sunburst Financial Group
Alabama
$360K +$308 +1 +0.1%
AFM
3103
Andesa Financial Management
Pennsylvania
$359K +$328K +1,063 +97%
CICI
3104
Capital Investment Counsel Inc
North Carolina
$359K – – –
CWP
3105
Cyndeo Wealth Partners
Florida
$356K -$33.3K -108 -9%
AWM
3106
Accel Wealth Management
Iowa
$356K +$42.2K +137 +13%
MLIC
3107
Mandatum Life Insurance Company
Finland
$354K – – –
BCM
3108
Brainard Capital Management
Texas
$354K – – –
FTWA
3109
Fifth Third Wealth Advisors
Ohio
$354K +$353K +1,146 New
C
3110
Covestor
United Kingdom
$353K -$650K -2,108 -65%
CWM
3111
Collaborative Wealth Management
Florida
$353K -$16.3K -53 -4%
BA
3112
Ballew Advisors
Mississippi
$353K -$7.09K -23 -2%
CWM
3113
Cherrydale Wealth Management
New Jersey
$352K -$308 -1 -0.1%
TCPWM
3114
Traverso Chambers Private Wealth Management
California
$352K +$29K +94 +9%
UAML
3115
US Asset Management LLC
Pennsylvania
$352K -$2.46K -8 -0.7%
CCMI
3116
Creative Capital Management Investments
California
$352K -$7.09K -23 -2%
MPW
3117
Melone Private Wealth
Michigan
$351K – – –
AWA
3118
Aletheian Wealth Advisors
Washington
$351K -$902K -2,927 -72%
CNC
3119
Citizens & Northern Corp
Pennsylvania
$351K – – –
MPM
3120
MBB Public Markets
Illinois
$350K -$399K -1,295 -53%
CWA
3121
Clearview Wealth Advisors
Oregon
$350K -$10.5K -34 -3%
CSWM
3122
Cassady Schiller Wealth Management
Ohio
$349K – – –
MIG
3123
McGuire Investment Group
Rhode Island
$349K – – –
CIP
3124
Capital Insight Partners
Arizona
$347K +$77K +250 +29%
BHWA
3125
Beacon Harbor Wealth Advisors
Virginia
$347K -$3.08K -10 -0.9%
123 124
125
126 127