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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
GWA
3526
Gutierrez Wealth Advisory
Arkansas
$862K +$139K +280 +20%
PFP
3527
Paragon Financial Partners
California
$861K – – –
FWM
3528
Forza Wealth Management
Florida
$860K – – –
PSIWM
3529
Paradigm Strategies in Wealth Management
Minnesota
$859K – – –
HIS
3530
Horizon Investment Services
Indiana
$858K +$849K +1,706 New
FFM
3531
Fullerton Fund Management
Singapore
$857K +$191K +384 +29%
WAM
3532
Winslow Asset Management
Ohio
$855K -$24.9K -50 -3%
PIWA
3533
Prevail Innovative Wealth Advisors
Kansas
$854K – – –
BWL
3534
Bogart Wealth LLC
Virginia
$854K -$71.6K -144 -8%
CIA
3535
Cape Investment Advisory
Georgia
$853K +$464K +933 +122%
CWM
3536
Collaborative Wealth Management
Florida
$851K +$376K +756 +81%
CBT
3537
Central Bank & Trust
Kentucky
$851K -$16.9K -34 -2%
TFIPS
3538
Towarzystwo Funduszy Inwestycyjnych PZU SA
$849K +$57.2K +115 +7%
KPWG
3539
KFA Private Wealth Group
Virginia
$848K +$29.9K +60 +4%
LWM
3540
Lionshead Wealth Management
New York
$848K +$10.9K +22 +1%
WWM
3541
Westwood Wealth Management
California
$848K +$839K +1,687 New
NFC
3542
Northstar Financial Companies
Pennsylvania
$847K -$47.8K -96 -5%
RSWA
3543
Robinson Smith Wealth Advisors
Maine
$846K – – –
SI
3544
Seeds Investor
New York
$845K +$101K +204 +14%
HHCP
3545
Hilton Head Capital Partners
South Carolina
$845K +$836K +1,681 New
VIM
3546
Vista Investment Management
Pennsylvania
$844K -$12.4K -25 -1%
WB
3547
West Bancorporation
Iowa
$843K – – –
DAM
3548
Directional Asset Management
Illinois
$843K +$835K +1,678 New
OIC
3549
Orion Investment Company
Missouri
$843K – – –
VIS
3550
Vega Investment Solutions
France
$843K +$834K +1,677 New
140 141
142
143 144