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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CFSG
3451
Clark Financial Services Group
Missouri
$510K +$89.8K +203 +22%
WPA
3452
West Paces Advisors
Georgia
$510K -$11.1K -25 -2%
GWA
3453
Geometric Wealth Advisors
District of Columbia
$510K – – –
AIA
3454
Alternative Investment Advisors
Florida
$510K -$14.6K -33 -3%
RPCONE
3455
Retirement Planning Company of New England
Rhode Island
$510K +$6.63K +15 +1%
MGI
3456
MayTech Global Investments
New York
$509K -$14.6K -33 -3%
WBCM
3457
Wilson & Boucher Capital Management
California
$509K -$26.5K -60 -5%
CICI
3458
Capital Investment Counsel Inc
North Carolina
$507K – – –
CCA
3459
Cottonwood Capital Advisors
Utah
$507K – – –
SSW
3460
Stone Summit Wealth
Florida
$506K -$6.63K -15 -1%
UAML
3461
US Asset Management LLC
Pennsylvania
$504K – – –
TFIPS
3462
Towarzystwo Funduszy Inwestycyjnych PZU SA
$504K +$48.6K +110 +11%
MAG
3463
Mayfair Advisory Group
Alabama
$504K – – –
PWS
3464
Proactive Wealth Strategies
Georgia
$502K +$482K +1,091 New
RPCA
3465
Running Point Capital Advisors
California
$499K – – –
KIG
3466
Kennedy Investment Group
New Jersey
$498K – – –
WCA
3467
Westover Capital Advisors
Delaware
$498K – – –
RWM
3468
Rockline Wealth Management
New York
$497K -$36.7K -83 -7%
CWR
3469
Chico Wealth RIA
California
$494K +$4.42K +10 +0.9%
DWAM
3470
Duncan Williams Asset Management
Tennessee
$494K +$474K +1,073 New
SAM
3471
Smithbridge Asset Management
Pennsylvania
$492K -$48.6K -110 -9%
PWA
3472
Primoris Wealth Advisors
Florida
$491K -$77.4K -175 -16%
GPA
3473
Guidance Point Advisors
Massachusetts
$490K – – –
CFG
3474
Compton Financial Group
Maryland
$490K – – –
PIN
3475
Prudent Investors Network
California
$490K +$470K +1,064 New
137 138
139
140 141