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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
PFM
2826
Phillips Financial Management
Indiana
$547K +$8.94K +29 +2%
RFM
2827
Royal Fund Management
Florida
$546K -$17.3K -56 -3%
PA
2828
Planning Alternatives
Michigan
$545K +$260K +844 +92%
WCM
2829
Washburn Capital Management
Florida
$544K -$58.6K -190 -10%
CCP
2830
Cassia Capital Partners
North Carolina
$544K -$6.47K -21 -1%
JTWM
2831
Jackson Thornton Wealth Management
Alabama
$544K +$78K +253 +17%
TPWM
2832
Twelve Points Wealth Management
Massachusetts
$542K -$61.6K -200 -10%
BFA
2833
Beacon Financial Advisory
Ohio
$542K +$616 +2 +0.1%
DGAM
2834
Desjardins Global Asset Management
Quebec, Canada
$540K -$536K -1,740 -50%
UL
2835
Unionview LLC
Washington
$539K – – –
FIC
2836
Family Investment Center
Missouri
$539K -$15.4K -50 -3%
PIAS
2837
PCA Investment Advisory Services
Ohio
$537K +$536K +1,738 New
RFN
2838
Redwood Financial Network
Ohio
$534K +$4.93K +16 +0.9%
CAL
2839
Capital Advisors Ltd
Ohio
$533K -$155K -503 -23%
MCIA
2840
Mountain Capital Investment Advisors
Colorado
$533K – – –
TCM
2841
True Capital Management
California
$531K +$30.8K +100 +6%
IC
2842
Iconiq Capital
California
$531K – – –
TFCP
2843
Twin Focus Capital Partners
Massachusetts
$530K +$7.09K +23 +1%
AGA
2844
Arkos Global Advisors
Texas
$529K +$42.2K +137 +9%
PSIWM
2845
Paradigm Strategies in Wealth Management
Minnesota
$528K – – –
CWA
2846
Centennial Wealth Advisory
Michigan
$528K +$83.8K +272 +19%
KAM
2847
KEB Asset Management
Illinois
$527K – – –
OCG
2848
Opus Capital Group
Ohio
$525K – – –
BIM
2849
Bridgecreek Investment Management
Oklahoma
$525K – – –
HCM
2850
HMS Capital Management
Tennessee
$524K – – –
112 113
114
115 116