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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
GPA
2326
Guerra Pan Advisors
New Jersey
$2.58M – – –
UWS
2327
Unique Wealth Strategies
Illinois
$2.58M +$74.1K +151 +3%
CWP
2328
Curated Wealth Partners
California
$2.58M +$91.8K +187 +4%
LSWP
2329
Liberty Square Wealth Partners
Pennsylvania
$2.57M -$100K -204 -4%
IWN
2330
Independent Wealth Network
Iowa
$2.57M +$63.8K +130 +2%
RWM
2331
Revisor Wealth Management
Ohio
$2.57M -$66.3K -135 -2%
JJBC
2332
James J. Burns & Company
New York
$2.57M +$7.36K +15 +0.3%
CFGA
2333
Cambridge Financial Group (Arizona)
Arizona
$2.57M +$1.62M +3,306 +161%
PHWM
2334
Pine Harbor Wealth Management
Maryland
$2.57M -$210K -427 -7%
LWM
2335
LongView Wealth Management
Georgia
$2.56M -$929K -1,893 -26%
QFW
2336
QTR Family Wealth
Florida
$2.56M +$268K +545 +11%
UF
2337
Univest Financial
Pennsylvania
$2.56M -$28.5K -58 -1%
BM
2338
Berman McAleer
Maryland
$2.55M +$19.6K +40 +0.8%
LEA
2339
Legacy Edge Advisors
New York
$2.55M -$9.82K -20 -0.4%
RFA
2340
ROI Financial Advisors
Oregon
$2.55M +$31.9K +65 +1%
WE
2341
Wealth Effects
Massachusetts
$2.54M +$2.45K +5 +0.1%
AA
2342
Acorns Advisers
California
$2.54M +$187K +380 +8%
MWA
2343
Monograph Wealth Advisors
California
$2.54M +$1.79M +3,640 +219%
SCA
2344
Sulzberger Capital Advisors
Florida
$2.54M +$9.82K +20 +0.4%
SSC
2345
Syverson Strege & Co
Iowa
$2.54M -$22.6K -46 -0.9%
MHC
2346
Meyer Handelman Company
New York
$2.53M – – –
BDF
2347
Black Diamond Financial
Maryland
$2.53M +$61.9K +126 +2%
OCM
2348
Osterweis Capital Management
California
$2.53M -$256K -521 -9%
SMWM
2349
Silvia McColl Wealth Management
California
$2.53M -$103K -210 -4%
JDLA
2350
J. Derek Lewis & Associates
California
$2.52M -$62.8K -128 -2%
92 93
94
95 96