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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
MGWA
3726
Monument Group Wealth Advisors
Massachusetts
$336K – – –
PD
3727
Planning Directions
Pennsylvania
$336K – – –
KDA
3728
Kraft Davis & Associates
Missouri
$336K +$11.1K +25 +3%
SFPG
3729
Stonebridge Financial Planning Group
Florida
$336K -$57.5K -130 -15%
AWM
3730
Altus Wealth Management
Kentucky
$336K – – –
HWM
3731
HRC Wealth Management
Idaho
$336K – – –
TFCP
3732
Twin Focus Capital Partners
Massachusetts
$336K – – –
CA
3733
Claris Advisors
Missouri
$335K +$39.8K +90 +14%
GIM
3734
Grassi Investment Management
California
$334K – – –
OAP
3735
One Advisory Partners
Kansas
$334K – – –
NWMG
3736
Nicholson Wealth Management Group
South Carolina
$334K +$321K +725 New
PWP
3737
Precedent Wealth Partners
Texas
$334K +$55.3K +125 +21%
BWM
3738
Biltmore Wealth Management
Arizona
$333K +$4.42K +10 +1%
FBT
3739
First Bankers Trust
Kentucky
$333K +$2.65K +6 +0.8%
SL
3740
Salomon & Ludwin
Virginia
$332K -$2.65K -6 -0.8%
W
3741
WorthPointe
California
$332K +$884 +2 +0.3%
CFC
3742
Coyle Financial Counsel
Illinois
$332K +$124K +280 +52%
FWM
3743
Fonville Wealth Management
Virginia
$331K +$20.8K +47 +7%
LFG
3744
Lockerman Financial Group
California
$331K +$44.2K +100 +16%
MPM
3745
MBB Public Markets
Illinois
$331K -$41.1M -92,909 -99%
HIF
3746
Hill Island Financial
Michigan
$329K +$13.7K +31 +5%
PP
3747
PFS Partners
New Jersey
$329K -$9.73K -22 -3%
HAS
3748
Horizon Advisory Services
New York
$329K -$5.75K -13 -2%
NFG
3749
Northeast Financial Group
Pennsylvania
$329K – – –
EFA
3750
Edge Financial Advisors
Illinois
$327K -$76.5K -173 -20%
148 149
150
151 152