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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
EWA
3976
Exit Wealth Advisors
Georgia
$546K +$24.4K +49 +5%
PWA
3977
Primoris Wealth Advisors
Florida
$545K -$58.2K -117 -10%
DPW
3978
DiNuzzo Private Wealth
Pennsylvania
$545K -$99.5K -200 -16%
ATWA
3979
Arbor Trust Wealth Advisors
Michigan
$543K -$29.9K -60 -5%
CG
3980
Clifford Group
Massachusetts
$543K +$202K +407 +60%
BL
3981
Balentine LLC
Georgia
$542K +$17.9K +36 +3%
ACM
3982
Aspen Capital Management
Idaho
$542K – – –
Q
3983
QVR
California
$540K -$932K -1,873 -64%
WS
3984
Wilian Securities
Minnesota
$540K +$535K +1,075 New
RFG
3985
RFP Financial Group
Georgia
$539K -$373K -750 -41%
CP
3986
Creekside Partners
California
$539K – – –
ACA
3987
American Capital Advisory
Idaho
$539K +$204K +410 +62%
EI
3988
Ellevest Inc
New York
$538K -$21.4K -43 -4%
GK
3989
Graney & King
New York
$537K – – –
BDPWM
3990
Barnes Dennig Private Wealth Management
Ohio
$537K – – –
BA
3991
BCM Advisors
Louisiana
$536K – – –
CCIA
3992
Cherry Creek Investment Advisors
Colorado
$535K -$101K -204 -16%
PPP
3993
Prism Planning Partners
Illinois
$534K +$529K +1,063 New
IIM
3994
Ipswich Investment Management
Massachusetts
$532K +$66.7K +134 +14%
EMB
3995
Elefante Mark B
$531K +$198K +397 +60%
TM
3996
Torren Management
California
$529K +$524K +1,053 New
GFG
3997
Greenberg Financial Group
Arizona
$529K +$523K +1,052 New
AWP
3998
Avid Wealth Partners
Texas
$527K +$102K +205 +24%
CBT
3999
Crews Bank & Trust
Florida
$526K -$5.97K -12 -1%
ILI
4000
Invesco LLC (Illinois)
Illinois
$526K +$4.97K +10 +1%
158 159
160
161 162