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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
3326
Raffa Wealth Management
District of Columbia
$520K – – –
BWP
3327
Bernardo Wealth Planning
Pennsylvania
$520K +$44.4K +113 +10%
CCIA
3328
Cherry Creek Investment Advisors
Colorado
$518K +$7.87K +20 +2%
CF
3329
Convergence Financial
Missouri
$517K -$31.1K -79 -6%
KA
3330
Kure Advisory
Minnesota
$516K -$310K -787 -39%
FSWA
3331
Financial Synergies Wealth Advisors
Texas
$516K – – –
MAM
3332
MMA Asset Management
Pennsylvania
$516K – – –
SIAG
3333
Safeguard Investment Advisory Group
California
$516K -$2.75K -7 -0.6%
BF
3334
Brogan Financial
Tennessee
$515K +$19.7K +50 +4%
MAG
3335
M3 Advisory Group
Massachusetts
$515K +$142K +360 +42%
TCMP
3336
Thrive Capital Management (Pennsylvania)
Pennsylvania
$515K -$1.18K -3 -0.2%
RBC
3337
Roble Belko & Company
Pennsylvania
$514K -$38.2K -97 -7%
RWRC
3338
R.W. Roge & Company
New York
$514K – – –
FC
3339
Fusion Capital
South Carolina
$514K -$27.9K -71 -5%
BWM
3340
Baron Wealth Management
Michigan
$513K – – –
LFP
3341
Leeward Financial Partners
Washington
$513K -$74.7K -190 -13%
FFW
3342
Fusion Family Wealth
New York
$511K – – –
TAM
3343
Taurus Asset Management
New York
$510K +$93.2K +237 +24%
SCP
3344
Stamos Capital Partners
California
$509K -$70.8K -180 -13%
SFC
3345
SYM Financial Corp
Indiana
$508K +$16.9K +43 +4%
HWM
3346
Horizons Wealth Management
North Carolina
$508K – – –
HCM
3347
Hengehold Capital Management
Ohio
$508K -$8.65K -22 -2%
ATWA
3348
Arbor Trust Wealth Advisors
Michigan
$507K +$39.3K +100 +9%
NWM
3349
Northcape Wealth Management
New York
$507K – – –
IIM
3350
Ironwood Investment Management
Massachusetts
$507K +$207K +525 +77%
132 133
134
135 136