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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
ARG
2201
Advisory Resource Group
Oklahoma
$485K +$37.4K +172 +9%
RCM
2202
Radnor Capital Management
Pennsylvania
$484K – – –
SQA
2203
Simon Quick Advisors
New Jersey
$483K -$46.5K -214 -9%
SFG
2204
StrategIQ Financial Group
Indiana
$483K +$24.8K +114 +6%
WCAMG
2205
Woodard & Company Asset Management Group
North Carolina
$481K – – –
BWP
2206
Bernardo Wealth Planning
Pennsylvania
$480K -$1.09K -5 -0.2%
QPWM
2207
Quadrant Private Wealth Management
Pennsylvania
$480K +$131K +604 +40%
RP
2208
Rowlandmiller & Partners
Georgia
$476K +$217 +1 +0%
WC
2209
Weil Company
California
$475K – – –
CIAS
2210
CBIZ Investment Advisory Services
Ohio
$473K – – –
FA
2211
FC Advisory
Pennsylvania
$473K – – –
FIG
2212
FundX Investment Group
California
$473K +$453K +2,088 New
VCM
2213
Vigilant Capital Management
Maine
$472K +$2.17K +10 +0.5%
NFP
2214
Narus Financial Partners
Utah
$471K +$452K +2,081 New
SIS
2215
Sound Income Strategies
Florida
$471K -$48.9K -225 -10%
CWM
2216
Connecticut Wealth Management
Connecticut
$471K +$103K +476 +30%
CCM
2217
CWH Capital Management
Washington
$468K – – –
LIM
2218
Lagoda Investment Management
New York
$468K – – –
MTC
2219
McDaniel Terry & Co
Texas
$466K – – –
HBT
2220
Hills Bank & Trust
Iowa
$463K – – –
BWFA
2221
Baltimore-Washington Financial Advisors
Maryland
$462K +$43.4K +200 +11%
RWM
2222
Reston Wealth Management
Virginia
$461K -$154K -710 -26%
AIS
2223
Accurate Investment Solutions
Pennsylvania
$461K – – –
BWM
2224
BigSur Wealth Management
Florida
$459K – – –
AIA
2225
Armor Investment Advisors
North Carolina
$459K +$440K +2,025 New
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89
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