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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PFG
3126
Prosperity Financial Group
California
$791K -$250K -566 -25%
APWA
3127
Atlas Private Wealth Advisors
New Jersey
$791K +$76.9K +174 +11%
KAM
3128
KEB Asset Management
Illinois
$791K -$45.1K -102 -6%
RTC
3129
Riverview Trust Company
Washington
$789K -$42.4K -96 -5%
FWM
3130
FMB Wealth Management
California
$788K – – –
MC
3131
McCarthy & Cox
Ohio
$788K +$266K +602 +54%
EC
3132
EdgeRock Capital
Colorado
$788K +$757K +1,711 New
PSIWM
3133
Paradigm Strategies in Wealth Management
Minnesota
$787K – – –
FCA
3134
FinTrust Capital Advisors
South Carolina
$785K -$73K -165 -9%
FBFS
3135
First Business Financial Services
Wisconsin
$785K – – –
OHWP
3136
Oak Harbor Wealth Partners
North Carolina
$784K +$38.5K +87 +5%
EB
3137
Exchange Bank
California
$782K -$11.1K -25 -1%
CPSC
3138
Carl P. Sherr & Co
Massachusetts
$782K +$24.3K +55 +3%
AC
3139
AXQ Capital
New Jersey
$780K -$2.05M -4,630 -73%
CP
3140
Capital Planning
Washington
$779K +$84.9K +192 +13%
CWM
3141
Cherrydale Wealth Management
New Jersey
$778K -$7.52K -17 -1%
RFA
3142
ROI Financial Advisors
Oregon
$778K +$363K +822 +95%
HP
3143
Holistic Planning
Texas
$772K +$37.6K +85 +5%
SP
3144
Symmetry Partners
Connecticut
$771K -$3.19M -7,212 -81%
MC
3145
Matisse Capital
Oregon
$771K +$15.9K +36 +2%
PC
3146
Permit Capital
Pennsylvania
$771K -$66.3K -150 -8%
MSG
3147
Main Street Group
Virginia
$770K -$2.65K -6 -0.4%
WPW
3148
Warther Private Wealth
Ohio
$769K -$281K -636 -28%
GWP
3149
Gateway Wealth Partners
Wisconsin
$768K -$46K -104 -6%
RSWA
3150
Robinson Smith Wealth Advisors
Maine
$768K -$27.9K -63 -4%
124 125
126
127 128