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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
JPLA
3976
Joseph P. Lucia & Associates
New York
$570K – – –
TF
3977
Tandem Financial
Colorado
$569K – – –
IJWM
3978
Inman Jager Wealth Management
Mississippi
$569K +$2.88K +6 +0.5%
MCM
3979
Mendel Capital Management
Arkansas
$568K -$5.77K -12 -1%
NF
3980
Napier Financial
Massachusetts
$568K -$50.5K -105 -8%
RRA
3981
Red Reef Advisors
Florida
$567K -$135K -281 -20%
CWM
3982
Challenger Wealth Management
California
$567K -$55.8K -116 -9%
AWP
3983
Atlas Wealth Partners
Pennsylvania
$565K – – –
CFG
3984
Certior Financial Group
Pennsylvania
$564K -$962 -2 -0.2%
BWM
3985
Brown Wealth Management
Illinois
$564K +$102K +212 +23%
NECFA
3986
New England Capital Financial Advisors
Connecticut
$563K +$96.2K +200 +22%
TAM
3987
TCP Asset Management
Ohio
$563K -$18.3K -38 -3%
IAG
3988
Ipsen Advisor Group
Arkansas
$563K -$454K -945 -46%
JGUA
3989
John G. Ullman & Associates
New York
$562K -$21.6K -45 -4%
PCA
3990
Peddock Capital Advisors
Massachusetts
$562K – – –
DSC
3991
Daytona Street Capital
Missouri
$562K +$64.9K +135 +13%
TS
3992
TradeWell Securities
Indiana
$561K +$33.7K +70 +7%
HFA
3993
Highland Financial Advisors
New Jersey
$560K -$77.9K -162 -13%
BBES
3994
Buffalo Business & Estate Services
New York
$560K -$558K -1,160 Closed
KWA
3995
Kellett Wealth Advisors
Ohio
$559K -$11.1K -23 -2%
AP
3996
Aspect Partners
Virginia
$558K -$79.8K -166 -13%
BWA
3997
Bestgate Wealth Advisors
Maryland
$558K – – –
HAM
3998
Harmony Asset Management
Arizona
$558K – – –
TWA
3999
Trellis Wealth Advisors
California
$558K – – –
RLWM
4000
RF&L Wealth Management
Massachusetts
$556K -$9.62K -20 -2%
158 159
160
161 162