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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMC
3926
Heritage Wealth Management (California)
California
$579K +$5.47K +11 +1%
PCA
3927
Providence Capital Advisors
North Carolina
$579K +$153K +307 +36%
TFO
3928
Timonier Family Office
North Carolina
$578K – – –
VCM
3929
Viewpoint Capital Management
Washington
$576K +$3.48K +7 +0.6%
SFG
3930
Synergy Financial Group
California
$576K +$5.97K +12 +1%
FC
3931
Fusion Capital
South Carolina
$576K – – –
VWS
3932
Virtus Wealth Solutions
New Jersey
$575K -$2.49K -5 -0.4%
GAG
3933
Goodman Advisory Group
Massachusetts
$574K -$236K -474 -29%
CRI
3934
Commonwealth Retirement Investments
Virginia
$573K -$14.9K -30 -3%
GPW
3935
Gray Private Wealth
Massachusetts
$572K -$49.8K -100 -8%
WPA
3936
Winning Points Advisors
Florida
$572K +$1.56M +3,138 New
PWM
3937
Pursuit Wealth Management
Florida
$571K +$565K +1,136 New
SDWMA
3938
Schneider Downs Wealth Management Advisors
Pennsylvania
$571K -$11.9K -24 -2%
CCMG
3939
Connecticut Capital Management Group
Connecticut
$571K +$565K +1,135 New
BWM
3940
Braeburn Wealth Management
Michigan
$570K +$564K +1,133 New
WPA
3941
West Paces Advisors
Georgia
$570K +$30.4K +61 +6%
TAM
3942
TCP Asset Management
Ohio
$569K +$498 +1 +0.1%
IJWM
3943
Inman Jager Wealth Management
Mississippi
$569K +$2.49K +5 +0.4%
AWP
3944
Atlas Wealth Partners
Pennsylvania
$568K -$99.5K -200 -15%
SGC
3945
Slocum, Gordon & Co
Rhode Island
$566K -$5.47K -11 -1%
BWMG
3946
Barnes Wealth Management Group
California
$566K +$29.4K +59 +6%
HAM
3947
Harmony Asset Management
Arizona
$566K +$1.99K +4 +0.4%
MRI
3948
Mad River Investors
Massachusetts
$565K -$24.9K -50 -4%
BAM
3949
Blueshift Asset Management
New Jersey
$563K +$558K +1,121 New
GRWP
3950
Green Ridge Wealth Planning
New Jersey
$563K +$558K +1,121 New
156 157
158
159 160