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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
WAG
3476
Wiser Advisor Group
Arizona
$766K +$771K +1,519 +2,619%
CNC
3477
Citizens & Northern Corp
Pennsylvania
$765K -$89.4K -176 -10%
AWM
3478
AAF Wealth Management
Massachusetts
$762K -$54.3K -107 -6%
HWM
3479
Horizons Wealth Management
North Carolina
$761K -$42.7K -84 -5%
BCP
3480
Berkeley Capital Partners
Georgia
$757K -$36.1K -71 -4%
IF
3481
IRON Financial
Illinois
$757K +$153K +301 +24%
DWM
3482
Dogwood Wealth Management
Kansas
$757K +$665K +1,310 +478%
JHP
3483
James Hambro & Partners
United Kingdom
$756K -$40.6K -80 -5%
PFP
3484
Paragon Financial Partners
California
$756K +$26.9K +53 +4%
MSG
3485
Main Street Group
Virginia
$756K -$41.1K -81 -5%
LWM
3486
LeConte Wealth Management
Tennessee
$756K +$152K +300 +24%
RWA
3487
Rooted Wealth Advisors
Illinois
$755K +$179K +353 +29%
WSFG
3488
Wall Street Financial Group
Illinois
$754K +$575K +1,133 +270%
SVWG
3489
Shared Vision Wealth Group
United States
$754K +$13.7K +27 +2%
VP
3490
Verisail Partners
Georgia
$753K -$2.03K -4 -0.3%
WAG
3491
Wallace Advisory Group
California
$751K +$127K +251 +22%
GIM
3492
Guild Investment Management
California
$751K -$2.03K -4 -0.3%
TIM
3493
Total Investment Management
Arizona
$749K -$169K -333 -18%
AWA
3494
Alaska Wealth Advisors
Alaska
$746K +$212K +418 +37%
SIM
3495
SSI Investment Management
California
$746K -$590K -1,162 -43%
CFP
3496
Curran Financial Partners
South Carolina
$743K -$560K -1,103 -42%
AFP
3497
Alpha Financial Partners
Kentucky
$743K +$31.5K +62 +4%
PC
3498
Port Capital
Illinois
$743K -$20.3K -40 -3%
HP
3499
Highlander Partners
Texas
$741K -$267K -525 -26%
SWM
3500
Sterling Wealth Management
Illinois
$741K +$774K +1,525 New
138 139
140
141 142