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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CIS
4276
Connors Investor Services
Pennsylvania
$387K -$14.9K -30 -4%
ISWM
4277
Independent Solutions Wealth Management
New York
$387K -$1.49K -3 -0.4%
SPI
4278
Strategic Planning Inc
Ohio
$387K – – –
BHWM
4279
Bay Harbor Wealth Management
Maryland
$386K +$316K +635 +477%
MAG
4280
Members Advisory Group
New York
$385K – – –
IWA
4281
IVC Wealth Advisors
Pennsylvania
$385K +$18.4K +37 +5%
SI
4282
Saxon Interests
Texas
$383K +$13.9K +28 +4%
MF
4283
Meridian Financial
Massachusetts
$382K – – –
ERWM
4284
E&R Wealth Management
South Carolina
$382K +$378K +759 New
KDA
4285
Kraft Davis & Associates
Missouri
$381K +$20.9K +42 +6%
NWMG
4286
Nicholson Wealth Management Group
South Carolina
$381K – – –
UIM
4287
Unified Investment Management
Georgia
$381K – – –
FFG
4288
Floyd Financial Group
Missouri
$380K -$1.99K -4 -0.5%
KFGG
4289
Keystone Financial Group (Georgia)
Georgia
$380K – – –
IA
4290
Invested Advisors
Pennsylvania
$380K +$376K +756 New
MAV
4291
Mason & Associates (Virginia)
Virginia
$380K – – –
YCG
4292
Yeomans Consulting Group
Georgia
$380K +$16.9K +34 +5%
AWMG
4293
ADG Wealth Management Group
Louisiana
$380K +$41.8K +84 +13%
LWM
4294
Lighthouse Wealth Management
Ohio
$379K – – –
BWM
4295
Brown Wealth Management
Illinois
$379K +$139K +279 +59%
CC
4296
Climber Capital
Switzerland
$379K +$375K +754 New
BWM
4297
Biltmore Wealth Management
Arizona
$377K – – –
PA
4298
Prism Advisors
California
$377K -$87.1K -175 -19%
PCM
4299
Praxis Capital Management
Illinois
$377K +$373K +750 New
CB
4300
Community Bank
New York
$377K -$9.95K -20 -3%
170 171
172
173 174