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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
MA
3326
MBA Advisors
Pennsylvania
$808K -$143K -309 -15%
ACC
3327
Acorn Creek Capital
Colorado
$807K +$22.2K +48 +3%
BFWA
3328
Benchmark Financial Wealth Advisors
Florida
$807K – – –
BWM
3329
Baron Wealth Management
Michigan
$807K +$23.1K +50 +3%
BRWM
3330
Blue Rock Wealth Management
North Carolina
$807K +$822K +1,780 New
NFC
3331
Northstar Financial Companies
Pennsylvania
$807K +$822K +1,780 New
ATC
3332
Advantage Trust Company
Kansas
$805K -$69.3K -150 -8%
CNWM
3333
Clay Northam Wealth Management
California
$805K – – –
T
3334
Tidemark
California
$804K +$11.1K +24 +1%
JGUA
3335
John G. Ullman & Associates
New York
$804K – – –
DIP
3336
DT Investment Partners
Pennsylvania
$803K -$442K -958 -35%
MWA
3337
MFA Wealth Advisors
Pennsylvania
$803K -$462 -1 -0.1%
GIM
3338
Generali Investments Management
Slovenia
$803K +$818K +1,771 New
FCMA
3339
Foresight Capital Management Advisors
Michigan
$801K +$430K +932 +111%
RCM
3340
RNC Capital Management
California
$800K -$27.7K -60 -3%
OW
3341
Olistico Wealth
Oklahoma
$800K – – –
PFG
3342
Prosperity Financial Group
California
$797K +$18.5K +40 +2%
SP
3343
Symmetry Partners
Connecticut
$796K +$37.4K +81 +5%
OCG
3344
Opus Capital Group
Ohio
$796K – – –
HFO
3345
Heritage Family Offices
Arizona
$795K +$461K +998 +132%
BRG
3346
Bay Rivers Group
Virginia
$791K +$279K +604 +53%
WCP
3347
Wick Capital Partners
Pennsylvania
$791K -$196K -424 -20%
TCM
3348
Tradewinds Capital Management
Washington
$789K +$923 +2 +0.1%
WPW
3349
Warther Private Wealth
Ohio
$789K +$32.3K +70 +4%
VFPW
3350
Vantage Financial Partners (Wisconsin)
Wisconsin
$788K +$74.3K +161 +10%
132 133
134
135 136