We are live on ! Find out more
BRK.B icon

Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
3201
Corundum Group
Colorado
$718K -$748K -1,691 -52%
RBC
3202
Roble Belko & Company
Pennsylvania
$717K +$148K +334 +27%
SVWG
3203
Shared Vision Wealth Group
United States
$716K – – –
SFA
3204
Source Financial Advisors
New York
$716K – – –
SDJVC
3205
St. Denis J. Villere & Co
Louisiana
$715K – – –
GIM
3206
Guild Investment Management
California
$713K – – –
OWA
3207
Outlook Wealth Advisors
Texas
$711K +$74.3K +168 +12%
RWP
3208
Ridgecrest Wealth Partners
California
$711K +$221K +500 +48%
PWSG
3209
Pacific Wealth Strategies Group
California
$710K -$133K -300 -16%
RFS
3210
Retirement Financial Solutions
Tennessee
$708K +$7.08K +16 +1%
BCP
3211
Berkeley Capital Partners
Georgia
$707K +$18.6K +42 +3%
ST
3212
Somerset Trust
Pennsylvania
$706K – – –
RAG
3213
RIA Advisory Group
Iowa
$704K +$677K +1,530 New
LCM
3214
Lazari Capital Management
California
$704K +$16.8K +38 +3%
TWP
3215
Tower Wealth Partners
Pennsylvania
$703K – – –
W
3216
WealthCollab
Washington
$702K – – –
OA
3217
Operose Advisors
Wisconsin
$700K – – –
HWM
3218
Horizons Wealth Management
North Carolina
$697K -$2.21K -5 -0.3%
DA
3219
Doliver Advisors
Texas
$696K -$46.9K -106 -7%
RPA
3220
Rock Point Advisors
Vermont
$695K -$210K -475 -24%
JHCP
3221
Jackson Hole Capital Partners
Oklahoma
$695K – – –
SWM
3222
Sterling Wealth Management
Illinois
$695K +$15.9K +36 +2%
AIFAIM
3223
American Institute for Advanced Investment Management
Arizona
$694K -$442 -1 -0.1%
MFT
3224
Moisand Fitzgerald Tamayo
Florida
$693K +$50.9K +115 +8%
CWA
3225
Carolina Wealth Advisors
South Carolina
$691K -$34.5K -78 -5%
127 128
129
130 131