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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
2226
Core Wealth Advisors (Florida)
Florida
$416K +$170K +931 +66%
WAS
2227
Wealth Advisory Solutions
Indiana
$413K -$193K -1,058 -31%
WPA
2228
West Paces Advisors
Georgia
$412K – – –
3F
2229
360 Financial
Minnesota
$412K -$187K -1,024 -31%
NED
2230
Nancy E. Dempze
$412K – – –
EWA
2231
ERTS Wealth Advisors
Michigan
$410K -$392K -2,147 -48%
IAP
2232
Indie Asset Partners
Indiana
$410K -$133K -730 -27%
HB
2233
Horizon Bancorp
Indiana
$410K -$63.2K -346 -13%
GBT
2234
Grove Bank & Trust
Florida
$408K -$45.3K -248 -10%
VBFP
2235
Valtinson Bruner Financial Planning
Minnesota
$408K – – –
LFASL
2236
Lugano Financial Advisors SA (LFA)
Switzerland
$407K – – –
CAM
2237
Congress Asset Management
Massachusetts
$406K +$18.3K +100 +5%
SWRP
2238
Summit Wealth & Retirement Planning
California
$405K -$116K -634 -22%
TAM
2239
Trillium Asset Management
Massachusetts
$405K -$22.8K -125 -5%
MCM
2240
MV Capital Management
Maryland
$404K – – –
SFG
2241
StrategIQ Financial Group
Indiana
$402K +$18.3K +100 +5%
FBT
2242
First Bank & Trust
South Dakota
$401K -$31.8K -174 -7%
OA
2243
Oxbow Advisors
Texas
$401K -$31K -170 -7%
SHGA
2244
Sand Hill Global Advisors
California
$401K +$23.7K +130 +6%
ACWM
2245
Adams Chetwood Wealth Management
North Carolina
$401K +$72.1K +395 +21%
AHB
2246
Abner Herrman & Brock
New Jersey
$400K -$8.4K -46 -2%
RWMH
2247
Riverpoint Wealth Management Holdings
Illinois
$398K -$169K -928 -29%
CWG
2248
Cornerstone Wealth Group
North Carolina
$398K -$18.8K -103 -4%
BP
2249
Broadleaf Partners
Ohio
$397K +$36.5K +200 +10%
KCM
2250
Kornitzer Capital Management
Kansas
$395K -$903K -4,946 -69%
88 89
90
91 92