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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
SIS
2076
Sound Income Strategies
Florida
$407K +$12.9K +62 +3%
TCM
2077
Towercrest Capital Management
Pennsylvania
$407K +$416K +1,991 New
AWMG
2078
Alliance Wealth Management Group
New Jersey
$406K +$415K +1,987 New
CBN
2079
Cadence Bank NA
Texas
$405K +$3.13K +15 +0.8%
PWPS
2080
Pinnacle Wealth Planning Services
Ohio
$404K -$17.1K -82 -4%
HCA
2081
Harbour Capital Advisors
Virginia
$404K -$8.56K -41 -2%
DACG
2082
Donor Advised Charitable Giving
California
$404K – – –
FFG
2083
Fortem Financial Group
California
$401K +$410K +1,965 New
AIS
2084
Accurate Investment Solutions
Pennsylvania
$399K – – –
CSS
2085
Cubist Systematic Strategies
Connecticut
$398K -$1.74M -8,341 -81%
HP
2086
Hikari Power
Japan
$398K +$198K +950 +95%
VAM
2087
Visionary Asset Management
Texas
$397K +$14.2K +68 +4%
SFA
2088
Semmax Financial Advisors
North Carolina
$397K +$406K +1,944 New
XWM
2089
Xcel Wealth Management
Florida
$397K +$406K +1,945 New
SEIA
2090
Signature Estate & Investment Advisors
California
$396K -$36.6K -175 -8%
HIIFS
2091
Harel Insurance Investments & Financial Services
Israel
$394K – – –
DWM
2092
Dorchester Wealth Management
Quebec, Canada
$394K +$184K +881 +84%
RAM
2093
Riggs Asset Management
Pennsylvania
$393K – – –
AM
2094
Atwater Malick
Pennsylvania
$392K +$401K +1,919 New
GCM
2095
Gator Capital Management
Florida
$391K +$400K +1,915 New
NCM
2096
Northwest Capital Management
Oregon
$390K – – –
PAM
2097
Palisade Asset Management
Minnesota
$388K – – –
AIM
2098
Arcadia Investment Management
Michigan
$387K -$30.9K -148 -7%
OWM
2099
Orgel Wealth Management
Wisconsin
$387K +$396K +1,897 New
TA
2100
Trellis Advisors
Washington
$386K +$209 +1 +0.1%
82 83
84
85 86