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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
3426
Isthmus Partners
Wisconsin
$953K +$943K +1,896 New
PF
3427
Prota Financial
Texas
$951K +$941K +1,892 New
TAM
3428
Trillium Asset Management
Massachusetts
$950K -$19.4K -39 -2%
FFG
3429
Fortem Financial Group
California
$950K -$49.8K -100 -5%
RWM
3430
Raffa Wealth Management
District of Columbia
$950K – – –
SWP
3431
Semus Wealth Partners
Florida
$950K +$27.4K +55 +3%
HG
3432
Harbor Group
New Hampshire
$949K -$166K -334 -15%
DFG
3433
Dynamic Financial Group
Iowa
$948K -$117K -236 -11%
SFA
3434
Souders Financial Advisors
Ohio
$948K +$13.4K +27 +1%
SIA
3435
Sage Investment Advisers
New York
$947K +$938K +1,885 New
JGUA
3436
John G. Ullman & Associates
New York
$947K +$2.49K +5 +0.3%
MEAC
3437
M.E. Allison & Co
Texas
$946K – – –
ALAM
3438
Asahi Life Asset Management
Japan
$946K -$316K -635 -25%
CMA
3439
Cedar Mountain Advisors
Oregon
$946K – – –
1IA
3440
1620 Investment Advisors
Massachusetts
$945K -$29.4K -59 -3%
FPF
3441
First Pacific Financial
Washington
$944K -$41.3K -83 -4%
LWA
3442
Legacy Wealth Advisors
Florida
$944K +$935K +1,879 New
MFG
3443
Menard Financial Group
Texas
$944K -$8.46K -17 -0.9%
KFG
3444
Kelly Financial Group
Connecticut
$943K – – –
BIA
3445
Bigelow Investment Advisors
Maine
$942K – – –
ECM
3446
Estabrook Capital Management
New York
$942K – – –
SAM
3447
Stenahm Asset Management
Guernsey
$938K +$139K +279 +18%
MWM
3448
Meritas Wealth Management
California
$938K -$29.4K -59 -3%
AA
3449
Alpha Advisors
Virginia
$936K -$5.47K -11 -0.6%
HNWAG
3450
High Net Worth Advisory Group
Florida
$936K -$299K -600 -24%
136 137
138
139 140