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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
4126
Cynosure Group
Utah
$461K +$456K +917 New
AWP
4127
Accretive Wealth Partners
New Jersey
$460K -$24.9K -50 -5%
SIA
4128
SkyView Investment Advisors
New Jersey
$460K +$455K +915 New
SSW
4129
Stone Summit Wealth
Florida
$460K -$12.4K -25 -3%
WCA
4130
Westover Capital Advisors
Delaware
$457K -$94.5K -190 -17%
LWA
4131
Lifelong Wealth Advisors
Minnesota
$455K +$4.48K +9 +1%
UFPG
4132
United Financial Planning Group
New York
$455K +$451K +906 New
MKW
4133
Mullaney, Keating & Wright
Connecticut
$454K – – –
PWMG
4134
Pinnacle Wealth Management Group
Michigan
$454K +$18.9K +38 +4%
EA
4135
Evolution Advisers
Virginia
$454K – – –
BOSSRA
4136
B.O.S.S. Retirement Advisors
Utah
$453K -$80.1K -161 -15%
MFA
4137
Morling Financial Advisors
California
$452K -$26.4K -53 -6%
BCAM
4138
Boston Common Asset Management
Massachusetts
$452K – – –
DWM
4139
DeLarme Wealth Management
California
$452K +$448K +900 New
CCAL
4140
City Center Advisors LLC
Michigan
$452K +$42.3K +85 +10%
WLPWM
4141
Walled Lake Planning & Wealth Management
Illinois
$451K -$98.5K -198 -18%
SGI
4142
Swan Global Investments
Colorado
$451K -$38.3K -77 -8%
FWM
4143
FFT Wealth Management
Pennsylvania
$450K -$1.12M -2,250 -72%
RF
4144
Roxbury Financial
New Jersey
$450K -$25.9K -52 -5%
EM
4145
ELCO Management
New York
$450K – – –
PWMG
4146
Pioneer Wealth Management Group
Texas
$449K -$131K -263 -23%
AFC
4147
Ares Financial Consulting
California
$448K +$444K +892 New
TAM
4148
Tucker Asset Management
Colorado
$447K -$13.4K -27 -3%
AZ
4149
Alpha Zero
Florida
$446K -$8.96K -18 -2%
AAS
4150
Asset Allocation Strategies
Michigan
$446K +$4.48K +9 +1%
164 165
166
167 168