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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
3626
Parkwoods Wealth Partners
New York
$784K +$30.4K +61 +4%
SPWM
3627
Smith Partners Wealth Management
North Carolina
$783K +$775K +1,558 New
MPWS
3628
McCarter Private Wealth Services
Massachusetts
$782K +$294K +590 +61%
IF
3629
IRON Financial
Illinois
$782K -$498 -1 -0.1%
VCM
3630
Vision Capital Management
Oregon
$781K – – –
DDPIC
3631
Deroy & Devereaux Private Investment Counsel
Michigan
$781K -$19.9K -40 -3%
IF
3632
Ironwood Financial
Arizona
$781K – – –
AWM
3633
Alterna Wealth Management
Texas
$781K +$79.1K +159 +11%
VP
3634
Verisail Partners
Georgia
$780K – – –
APM
3635
Advanced Portfolio Management
New York
$780K -$73.1K -147 -9%
MSG
3636
Main Street Group
Virginia
$780K – – –
GWM
3637
GK Wealth Management
Nevada
$779K +$7.46K +15 +1%
CPA
3638
Clear Point Advisors
New York
$777K -$112K -225 -13%
HCC
3639
Hirtle Callaghan & Co
Pennsylvania
$777K +$115K +232 +18%
BCP
3640
Berkeley Capital Partners
Georgia
$776K +$5.97K +12 +0.8%
DCM
3641
DGS Capital Management
New Jersey
$774K +$14.4K +29 +2%
WWP
3642
Wise Wealth Partners
Arizona
$774K -$161K -324 -17%
SVWG
3643
Shared Vision Wealth Group
United States
$773K – – –
GAM
3644
Gould Asset Management
California
$772K -$7.46K -15 -1%
SIM
3645
SSI Investment Management
California
$772K – – –
CCA
3646
Carrera Capital Advisors
Michigan
$769K +$210K +423 +38%
ICMM
3647
Integrated Capital Management (Michigan)
Michigan
$767K – – –
HP
3648
Highlander Partners
Texas
$767K – – –
GIM
3649
Guild Investment Management
California
$765K – – –
EMCIP
3650
Ewing Morris & Co Investment Partners
Ontario, Canada
$765K +$44.8K +90 +6%
144 145
146
147 148