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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HFRG
3576
Houlihan Financial Resource Group
Virginia
$823K +$408K +821 +96%
CAG
3577
Centerpoint Advisory Group
Kansas
$823K +$12.9K +26 +2%
PC
3578
Port Capital
Illinois
$822K – – –
AFP
3579
Alpha Financial Partners
Kentucky
$820K -$53.7K -108 -6%
MM
3580
MQS Management
New York
$820K +$295K +592 +57%
GPWA
3581
Gaddis Premier Wealth Advisors
Oklahoma
$820K +$811K +1,631 New
CPSC
3582
Carl P. Sherr & Co
Massachusetts
$820K +$12.4K +25 +1%
EWA
3583
Etesian Wealth Advisors
Oregon
$816K -$12.4K -25 -2%
GF
3584
Goodman Financial
Texas
$815K +$109K +219 +16%
T
3585
TrustBank
Illinois
$814K +$806K +1,620 New
IWS
3586
Integrity Wealth Solutions
Colorado
$814K – – –
PPWM
3587
PFG Private Wealth Management
Florida
$813K -$498 -1 -0.1%
RSF
3588
Rik Saylor Financial
Ohio
$813K – – –
MAM
3589
Morse Asset Management
Connecticut
$813K +$498K +1,000 +162%
FNWA
3590
Financial Network Wealth Advisors
Utah
$813K -$10.9K -22 -1%
OAM
3591
Oak Asset Management
California
$812K -$24.9K -50 -3%
AI
3592
Arvest Investments
Arkansas
$812K +$156K +314 +24%
DCM
3593
Dorato Capital Management
Colorado
$812K +$819K +1,646 New
BMM
3594
Berkshire Money Management
Massachusetts
$810K +$802K +1,612 New
FWM
3595
Fonville Wealth Management
Virginia
$810K +$273K +549 +52%
WMP
3596
Wealth Management Partners
Arizona
$810K -$10.4K -21 -1%
RAG
3597
RIA Advisory Group
Iowa
$808K -$65.2K -131 -8%
RWP
3598
Ridgecrest Wealth Partners
California
$807K -$225K -452 -22%
CWMP
3599
Clarion Wealth Managment Partners
Virginia
$807K – – –
USWIA
3600
UP Strategic Wealth Investment Advisors
Pennsylvania
$805K +$146K +293 +23%
142 143
144
145 146