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Berkshire Hathaway Class A
BRK.A

Name Holding Trade Value Shares
Change 		Change in
Stake
WA1
776
Wimmer Associates 1
California
$244K – – –
AIP
777
Ahrens Investment Partners
Louisiana
$244K +$231K +1 New
APP
778
Avantax Planning Partners
Iowa
$244K +$231K +1 New
BFC
779
Blue Fin Capital
Rhode Island
$244K +$231K +1 New
CWM
780
Concentric Wealth Management
California
$244K +$231K +1 New
HCM
781
Hall Capital Management
Rhode Island
$244K +$231K +1 New
HA
782
Harbor Advisors
Florida
$244K +$231K +1 New
LWAC
783
Laurel Wealth Advisors (California)
California
$244K +$231K +1 New
LF
784
Lee Financial
Texas
$244K +$231K +1 New
LFAS
785
Level Four Advisory Services
Texas
$244K +$231K +1 New
LCM
786
LVM Capital Management
Michigan
$244K +$231K +1 New
MFS
787
MSI Financial Services
Massachusetts
$244K +$231K +1 New
NFP
788
Narus Financial Partners
Utah
$244K +$231K +1 New
NCM
789
New Capital Management
Texas
$244K +$231K +1 New
PA
790
Parallel Advisors
California
$244K +$231K +1 New
RGIA
791
Rainier Group Investment Advisory
Washington
$244K +$231K +1 New
RCM
792
RB Capital Management
Nevada
$244K +$231K +1 New
RWP
793
RWA Wealth Partners
Massachusetts
$244K +$231K +1 New
YMRC
794
Yorktown Management & Research Company
Virginia
$244K +$231K +1 New
FC
795
Financial Consulate
Maryland
$244K +$23.1M +100 New
B
796
Bridgeworth
Alabama
$243K +$231K +1 New
HAFS
797
Hapanowicz & Associates Financial Services
Pennsylvania
$243K +$231K +1 New
OC
798
Oakworth Capital
Alabama
$237K – – –
YWP
799
YorkBridge Wealth Partners
New York
$237K +$231K +1 New
TI
800
Truepoint Inc
Ohio
$223K +$316M +1,370 New
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32
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