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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
TCG
3476
Transcendent Capital Group
Oklahoma
$884K -$61.9K -126 -6%
JVBC
3477
J.V. Bruni & Co
Colorado
$884K – – –
NCTC
3478
New Covenant Trust Company
Indiana
$883K +$14.2K +29 +2%
NLA
3479
Northern Lights Advisors
Washington
$882K +$24.5K +50 +3%
WSFG
3480
Wall Street Financial Group
Illinois
$882K +$57.9K +118 +7%
YWM
3481
Yoder Wealth Management
California
$880K +$31.4K +64 +4%
VWA
3482
VERITY Wealth Advisors
United States
$879K – – –
WWM
3483
Whalen Wealth Management
Nevada
$877K -$37.3K -76 -4%
NWA
3484
Navis Wealth Advisors
New York
$877K -$613K -1,249 -41%
MIM
3485
Marco Investment Management
Georgia
$875K -$62.3K -127 -7%
B
3486
BetterWealth
California
$875K +$3.93K +8 +0.4%
AIA
3487
Alternative Investment Advisors
Florida
$871K +$229K +466 +34%
APSI
3488
Asset Planning Services Inc
Louisiana
$870K – – –
TAM
3489
Trillium Asset Management
Massachusetts
$868K -$38.3K -78 -4%
HCA
3490
Harbour Capital Advisors
Virginia
$868K +$295K +600 +47%
IIM
3491
Ipswich Investment Management
Massachusetts
$867K +$368K +750 +71%
SIA
3492
Spectrum Investment Advisors
Wisconsin
$865K -$15.2K -31 -2%
SI
3493
Seeds Investor
New York
$863K +$61.9K +126 +7%
LSA
3494
L & S Advisors
California
$863K -$441K -898 -33%
GSF
3495
Grove Street Fiduciary
New Hampshire
$863K – – –
EPI
3496
Eddie Patel Inc
Illinois
$859K -$133K -271 -13%
DIP
3497
DT Investment Partners
Pennsylvania
$858K +$9.33K +19 +1%
HWMT
3498
Heritage Wealth Management (Texas)
Texas
$857K – – –
DP
3499
Dearborn Partners
Illinois
$855K – – –
BFP
3500
Birchwood Financial Partners
Minnesota
$855K +$2.45K +5 +0.3%
138 139
140
141 142