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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
BHWA
3751
Beacon Harbor Wealth Advisors
Virginia
$505K – – –
TAM
3752
TCP Asset Management
Ohio
$505K – – –
HFP
3753
Holistic Financial Partners
Indiana
$505K +$50.3K +109 +11%
HAM
3754
Harmony Asset Management
Arizona
$504K – – –
CFSG
3755
Clark Financial Services Group
Missouri
$503K – – –
WPA
3756
West Paces Advisors
Georgia
$503K – – –
WWMSC
3757
Wagner Wealth Management (South Carolina)
South Carolina
$503K +$93.7K +203 +22%
WCA
3758
Westover Capital Advisors
Delaware
$502K +$12K +26 +2%
SFG
3759
Synergy Financial Group
California
$502K +$38.8K +84 +8%
TF
3760
Theory Financial
Colorado
$502K +$512K +1,108 New
WBCM
3761
Wilson & Boucher Capital Management
California
$501K – – –
CFG
3762
Certior Financial Group
Pennsylvania
$498K +$507K +1,099 New
BWMG
3763
Barnes Wealth Management Group
California
$497K +$507K +1,097 New
B
3764
Barings
North Carolina
$497K -$24.9K -54 -5%
USWIA
3765
UP Strategic Wealth Investment Advisors
Pennsylvania
$497K +$275K +595 +119%
FW
3766
Fidato Wealth
Ohio
$496K +$506K +1,095 New
CWR
3767
Chico Wealth RIA
California
$496K +$9.7K +21 +2%
DA
3768
Drake & Associates
Wisconsin
$495K +$108K +233 +29%
PWS
3769
Proactive Wealth Strategies
Georgia
$495K – – –
MAG
3770
Mayfair Advisory Group
Alabama
$494K – – –
BTC
3771
Bank & Trust Company
Illinois
$493K +$14.3K +31 +3%
GWA
3772
Gutierrez Wealth Advisory
Arkansas
$493K +$502K +1,088 New
KFP
3773
Keener Financial Planning
Texas
$493K +$14.8K +32 +3%
KIG
3774
Kennedy Investment Group
New Jersey
$492K +$1.85K +4 +0.4%
CAP
3775
Columbia Advisory Partners
Washington
$491K +$36K +78 +8%
149 150
151
152 153