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Berkshire Hathaway Class A
BRK.A

Name Holding Trade Value Shares
Change 		Change in
Stake
OHIS
601
Oak Harvest Investment Services
Texas
$1.35M – – –
PWS
602
Paragon Wealth Strategies
Florida
$1.35M – – –
RS
603
Retirement Solution
Washington
$1.35M – – –
RCWMU
604
Rothschild & Co Wealth Management (UK)
United Kingdom
$1.35M – – –
SMC
605
S. Muoio & Co
New York
$1.35M – – –
SC
606
SouthState Corp
Florida
$1.35M – – –
SA
607
SRH Advisors
Kansas
$1.35M – – –
TC
608
Trilogy Capital
California
$1.35M – – –
VR
609
Viridian RIA
Washington
$1.35M – – –
VWA
610
V Wealth Advisors
Kansas
$1.35M – – –
WAOI
611
Wealth Advisors of Iowa
Iowa
$1.35M – – –
MGWM
612
Marks Group Wealth Management
Minnesota
$1.35M +$432K +1 +50%
RE
613
RBC Europe
United Kingdom
$1.35M +$432K +1 +50%
PAIM
614
Punch & Associates Investment Management
Minnesota
$1.35M +$864K +2 +200%
CPA
615
Cardiff Park Advisors
California
$1.35M +$1.3M +3 New
CCG
616
Cypress Capital Group
Florida
$1.35M +$1.3M +3 New
FCM
617
Fourpath Capital Management
Oklahoma
$1.35M +$1.3M +3 New
IFS
618
Intelligent Financial Strategies
Minnesota
$1.35M +$1.3M +3 New
MPW
619
Melone Private Wealth
Michigan
$1.35M +$1.3M +3 New
YIH
620
Y-Intercept (HK)
Hong Kong
$1.35M +$1.3M +3 New
DPI
621
Diversified Portfolios Inc
Michigan
$1.35M +$128M +297 +9,900%
RSWM
622
Robertson Stephens Wealth Management
California
$1.35M -$432K -1 -25%
OPW
623
Oxler Private Wealth
New York
$1.35M – – –
AWM
624
Avior Wealth Management
Nebraska
$1.35M +$432K +1 +50%
UID
625
Union Investments & Development
Israel
$1.32M +$1.9B +4,400 New
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