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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
HA
2501
Hofer & Associates
California
$856K – – –
RWM
2502
Revisor Wealth Management
Ohio
$856K +$854K +2,771 New
SG
2503
Strid Group
Pennsylvania
$854K – – –
OWA
2504
One Wealth Advisors
California
$853K -$34.8K -113 -4%
GSWM
2505
Greenup Street Wealth Management
Michigan
$853K -$2.74M -8,907 -76%
CFD
2506
Creative Financial Designs
Indiana
$851K +$19.7K +64 +2%
ODIJL
2507
One Day In July LLC
Vermont
$850K -$107K -348 -11%
HFS
2508
Heritage Financial Services
Massachusetts
$849K +$16.6K +54 +2%
PSCM
2509
Per Stirling Capital Management
Texas
$849K -$119K -385 -12%
PSP
2510
Principal Street Partners
Tennessee
$849K -$308 -1 -0%
BCM
2511
Bienville Capital Management
New York
$846K – – –
SWM
2512
SeaCrest Wealth Management
New York
$844K – – –
IAG
2513
Investment Advisory Group
Massachusetts
$842K +$19.4K +63 +2%
CIG
2514
Cairn Investment Group
Washington
$842K – – –
SIS
2515
Sound Income Strategies
Florida
$841K +$17.6K +57 +2%
KIA
2516
KLR Investment Advisors
Rhode Island
$840K – – –
HCC
2517
Hirtle Callaghan & Co
Pennsylvania
$840K -$3.48M -11,283 -81%
CBT
2518
CoreFirst Bank & Trust
Kansas
$840K +$87.8K +285 +12%
AG
2519
AIA Group
Hong Kong
$837K -$118K -384 -12%
AWAU
2520
Alliance Wealth Advisors (Utah)
Utah
$837K +$36.4K +118 +5%
TFF
2521
The Family Firm
Maryland
$836K +$810K +2,629 +8%
OPWM
2522
Oakwell Private Wealth Management
Texas
$836K -$16.3K -53 -2%
PW
2523
Peninsula Wealth
California
$835K +$28.7K +93 +4%
HSWM
2524
Hubbell Strickland Wealth Management
Louisiana
$834K -$77K -250 -8%
PWM
2525
Peterson Wealth Management
Nevada
$833K -$3.39K -11 -0.4%
99 100
101
102 103