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Berkshire Hathaway Class B
BRK.B

Name Holding Trade Value Shares
Change 		Change in
Stake
DACG
2851
Donor Advised Charitable Giving
California
$395K – – –
BBWA
2852
Bell & Brown Wealth Advisors
California
$395K +$19.9K +70 +5%
DIP
2853
DT Investment Partners
Pennsylvania
$394K -$428K -1,505 -50%
GWMIA
2854
Global Wealth Management Investment Advisory
Florida
$394K – – –
TIM
2855
Total Investment Management
Arizona
$394K +$7.68K +27 +2%
JTWM
2856
Jackson Thornton Wealth Management
Alabama
$394K +$35.6K +125 +9%
SSG
2857
Summit Securities Group
New York
$392K -$658K -2,313 -61%
AC
2858
Anson Capital
Georgia
$392K – – –
BCP
2859
Berkeley Capital Partners
Georgia
$391K +$2.28K +8 +0.5%
PCWA
2860
Pacific Capital Wealth Advisors
California
$391K +$417K +1,465 New
CASB
2861
Cape Ann Savings Bank
Massachusetts
$391K -$13.7K -48 -3%
FIM
2862
FWL Investment Management
Texas
$389K +$159K +560 +63%
GIM
2863
Guild Investment Management
California
$387K – – –
PWMG
2864
Provence Wealth Management Group
California
$386K +$51.8K +182 +14%
SSC
2865
Syverson Strege & Co
Iowa
$385K -$23.9K -84 -6%
DWM
2866
Darwin Wealth Management
Florida
$385K – – –
VFIC
2867
Valley Forge Investment Consultants
Pennsylvania
$385K – – –
4WM
2868
44 Wealth Management
Oregon
$385K +$285 +1 +0.1%
FWM
2869
Foresight Wealth Management
Utah
$383K -$36.4K -128 -8%
BC
2870
Brio Consultants
California
$383K -$24.8K -87 -6%
SSW
2871
Stone Summit Wealth
Florida
$383K -$10.8K -38 -3%
MKA
2872
M. Kulyk & Associates
Georgia
$382K -$1.99K -7 -0.5%
MM
2873
Meridian Management
Arkansas
$382K – – –
SCM
2874
SKBA Capital Management
California
$382K – – –
1IA
2875
1834 Investment Advisors
Wisconsin
$382K +$28.5K +100 +8%
113 114
115
116 117